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How to Use QuickBooks for Inventory

Whether you have a small company or a large one, if you have items that you sell, it is important to keep track of your inventory. This ensures that items are available to your customers when they need them, giving your company a good...
Method 1 of 2:

Inventory Reports

  1. How to Use QuickBooks for Inventory Picture 1How to Use QuickBooks for Inventory Picture 1
    Go to the "Report Center" from the main menu.
  2. How to Use QuickBooks for Inventory Picture 2How to Use QuickBooks for Inventory Picture 2
    Find the "Standard" tab and choose "Inventory" to see a list of the types of reports that can be generated.
  3. How to Use QuickBooks for Inventory Picture 3How to Use QuickBooks for Inventory Picture 3
    Select the report you would like to generate, save and/or print.
  4. How to Use QuickBooks for Inventory Picture 4How to Use QuickBooks for Inventory Picture 4
    Choose the date range you would like to display, such as the current or past fiscal year or a specific date range.
  5. How to Use QuickBooks for Inventory Picture 5How to Use QuickBooks for Inventory Picture 5
    Choose "Display Report" to create the report you would like.
Method 2 of 2:

Point-of-Sale Inventory

  1. How to Use QuickBooks for Inventory Picture 6How to Use QuickBooks for Inventory Picture 6
    Choose the "Inventory" tab from the home menu.
  2. How to Use QuickBooks for Inventory Picture 7How to Use QuickBooks for Inventory Picture 7
    Select "New Item."
  3. How to Use QuickBooks for Inventory Picture 8How to Use QuickBooks for Inventory Picture 8
    Enter all the information for that item that you would like to track.
  4. How to Use QuickBooks for Inventory Picture 9How to Use QuickBooks for Inventory Picture 9
    Upload an item image (optional).
  5. How to Use QuickBooks for Inventory Picture 10How to Use QuickBooks for Inventory Picture 10
    Type in the item quantity that is in stock (QuickBooks will automatically update the item after each sale and remind you when you are running low on an item).
  6. How to Use QuickBooks for Inventory Picture 11How to Use QuickBooks for Inventory Picture 11
    Enter the information on the item's price and cost to you (these will track automatically for you and apply the price to your sales information and the cost to your profit and loss report).
  7. How to Use QuickBooks for Inventory Picture 12How to Use QuickBooks for Inventory Picture 12
    Save when finished entering all information.
  8. How to Use QuickBooks for Inventory Picture 13How to Use QuickBooks for Inventory Picture 13
    Choose "Inventory" in the main menu.
  9. How to Use QuickBooks for Inventory Picture 14How to Use QuickBooks for Inventory Picture 14
    Choose "Item List" to see a complete list of everything that you have entered into your inventory.
  10. How to Use QuickBooks for Inventory Picture 15How to Use QuickBooks for Inventory Picture 15
    Select the "Reports" tab on the main menu.
  11. How to Use QuickBooks for Inventory Picture 16How to Use QuickBooks for Inventory Picture 16
    Choose "Inventory" to look at the inventory reports.
  12. How to Use QuickBooks for Inventory Picture 17How to Use QuickBooks for Inventory Picture 17
    Choose the report you would like to review.
  13. How to Use QuickBooks for Inventory Picture 18How to Use QuickBooks for Inventory Picture 18
    Adjust any date ranges by choosing "Modify Report" and viewing again.
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