I am using QBD Prem 2020 R13.
I need some advice how to setup the filter on the inventory stock status by item report.
I use this report with a filter for assembly items and exclude zero stock on hand to show me which assembly items I need to build. It basically showed me all assemblies with negative stock.
The report worked fine till I added my inventory adjustments from the physical inventory.
Now it also shows the available items from the inventory adjustment.
I added the filter setting "Is Adjustment" set it to No (assuming this will exclude inventory adjustments) but I still see the very same details as before including the available items.
Has anybody an idea how to fix this?
It's a pleasure to have you here, @
I’ve seen that you’ve posted twice. I already addressed your concern, so you’ll be able to customize your report in QuickBooks Desktop.
You can visit this link to view her suggestion: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-inventory-stock-status-b...
Additionally, you can also visit our Support page if you need more tips, resources, and video tutorials. It includes information to help you manage your company files.
Don’t hold back to add a remark below if you need further assistance about generating and managing your reports in QuickBooks. I’m here to help always. Keep safe and take care.
Thanks for your reply,
Sorry about the double posting, i was not able to add my QB version to the first post.
I am on R13 and have automatic update switched on, thus, I should have the very latest version of QBD 2020.
Rebuilding the DB did not solve the problem.
The inventory item status report now shows all items where I have inventory (which is a long list).
It looks like my additional filter (is adjustment = No) is not applied when I run the report. Is this the right filter setting? I don't see any other field I could use to only show me the assembly items with negative inventory.
Let me help you run a report to show negative inventory by item, gerdgoebel.
You can open the Inventory Center and in blue there is an option that says Negative Inventory Listing. Here's how:
You also have the option to run it run through reports. Here's how:
If you need to get rid the negative inventory, you can browse this link: Fix negative inventory issues in QuickBooks Desktop. It includes preventing negative inventory.
Don't hesitate to post again if you have other QuickBooks concerns. I'm always right here to provide steps additional information about negative items.
Thanks for your reply.
The inventory center does not resolve my issue as there is no option to select items. I only want to use my assembly items.
And I don't have a "Negative Item Listing" report in QBD Prem 2020.
Thanks for getting back to us, gerdgoebel.
Allow me to share additional information about filtering Inventory reports in QuickBooks Desktop.
You'll have to make sure that the Inventory Adjustment of the transaction type is not included. To check here's how:
Additionally, here are some articles that you can read to help efficiently track inventory in QuickBooks Desktop:
Fill me in if you need further help managing your reports in QuickBooks. I'll be happy to lend a helping hand. Stay safe!
I don't have inventory adjustments in my filter.
These are my filter settings
The inventory adjust was made on 12/31/2021 as part of the physical inventory.
The problem is, that all assemblies what have inventory are displayed on the report.
Thanks for the additional information you’ve shared, @gerdgoebel.
I know you've spent a lot of time on this already. Since you don't have an Inventory Adjustment in your Filter settings, I suggest contacting our technical support. They have the ability to check your QuickBooks account and find more solutions to get this negative inventory fixed.
Here's how to connect with us:
You can read this article to learn how to resolve and prevent negative inventory: Fix negative inventory issues in QuickBooks Desktop.
I’ve also attached this reference in case you’d like to track your inventory stored at different sites or locations: Set up Advanced Inventory.
Don’t hesitate to leave us a message if you have any other concerns or questions besides your negative inventory. We’re always here to help you out. Take care!