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Custom Inventory Report in QuickBooks

Is there an inventory report in QuickBooks where I can see all activity by date range, and to only a range of products?

Some of my clients have reported that the volume of activity appearing on an inventory report can be overwhelming or difficult to sort through in QuickBooks. Sometimes it’s advantageous to create an inventory report that allows you to see specific portions of your activity. This quick tip will enable you to design an inventory report in which all activity is organized by date and product range.

Start by running a custom transaction detail report. Next, change the date range and total by item to the values you’re interested in. You can select specific items you wish to see by clicking on the Customize button and then Filters tab. From there, select Items on the left and then you can select multiple items from the drop down list; the items you put a check beside will be visible on your report. Now, when you run the report, only the desired activity will appear. This is a great way to consolidate data shown in your QuickBooks report!

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About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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