Scheduled Inventory Export to CSV (QBES 19 with Adv Inventory)

John_K · ‎September 28, 2020

Hello,

I am looking for a process (probably a third party tool, as it does not appears QBES can do this natively) that can generate and export an inventory report (quantity on hand) in CSV format, and do this 3 times per day (scheduled) -- saving the report as a CSV file in to a shared folder on our network.

[from there, the file will be FTP'd to a customer, but we have that piece figured out...]

Our goal is to NOT have to manually run this inventory report. And it needs to be a CSV, as it is then further processed buy our customer (so a PDF output is a non-starter).

We are currently using QB Enterprise 19, with Adv. Inventory (and we are not interested in moving to QB Online)

Any advice the community has would be apprciated. Thank you.

Mark_R · ‎September 28, 2020

Hi there, @John_K.

At this time, QuickBooks only allows you to run an inventory report and export it manually. As a workaround, you can consider looking for a third-party application that can make a schedule for your inventory report and export it to a CSV file.

To find a third-party application, here's how:

Go to the Help menu.
Select App Center:Find More Business Solution.
Search for a keyword.

Also, you can go directly to this site to look for a third-party application: https://desktop.apps.com/home.

For now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on.

Please don't hesitate to get back to me if you have any additional questions about QuickBooks. Have a great day.

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Scheduled Inventory Export to CSV (QBES 19 with Adv Inventory)

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