Reconciling Inventory Worksheet Report and Inventory Valuation Summary Report

Thanks for posting your concern here in the Community, bob1221.

I've got you covered. We want to ensure that we're giving you the correct information to answer your question.

Can you please provide me with some screenshots for both of your reports in QuickBooks?

I hope you can respond to me on this thread so we can work on your concern together. I'm always here to help. Keep safe!

Kevin,

Currently I cannot recreate the issue.

As such, I know the steps to find inventory transactions post inventory valuation summary report date.          How do I see view the transactions which effect the physical inventory worksheet? 

Thank you,

Bob1221

Hello, @bob1221.

Thanks for getting back to us. Allow me to chime in and share information about the report that you're referring to in QuickBooks Online (QBO).

Currently, there isn't a way to view the transactions that affect the Physical Inventory Worksheet. As mentioned by my colleague in your other post, this report will only show the actual availability of the items for sales. This report will help you keep track of your inventory count.

The Worksheet shows the actual count after all transactions, whether dated in the past or the future, while the Valuation Summary shows the count as of the date indicated in the report.

To learn more about managing inventory and other reports in QBO, consider checking out these articles:

• Use reports to see your sales and inventory status.
• Customize reports in QuickBooks Online.

For tips and other resources, I also recommend visiting our website for future reference: Self-help articles.

If you have additional questions about these reports or anything else QuickBooks, please let me know, and I'll get back to you right away. I'm always here to help. Stay safe.