Stock status report

I'm here to help you get a stock status report in QuickBooks Online, 9130 3512 2939 1196.

There are three reports you can use from the Sales and customers section to know what's on hand. You can run the following statements below to get the data that you need.

• Stock Valuation Summary: The quantity on hand, value, and average cost for each product.
• Stock Valuation Detail: Your transactions for each stock item, and how they affect quantity on hand, value, and cost.
• Stock Take Worksheet: Your stock items with space to enter your physical count, so you can compare to the quantity on hand in QuickBooks.
  
  

If you need to know what's still on order, go to the Expenses and suppliers group of reports. Then, run the Open Purchase Order Detail report. It shows you how many items are still on order and how many you’ve received so far.

You can also check what’s on hand and what’s still on order as you work. Just hover your pointer over the quantity you entered on any transaction.

If you entered reorder points, QuickBooks will also alert you if a product is running low.

I'm adding this article to learn how stock works in QuickBooks: Impacts of stock tracking on balance sheet and profit & loss reports.

Let me know if you need anything else aside from getting a stock status report. I'm always right here to help you.

Good day

Would like to draw a report - Summary of stock items ( ageing) similar to debtors  A/R aging summary , but for Products not debtors.

Thank You

Welcome to the Community space, mirl.

Creating a Product Stock Ageing Summary report, like A/R, is unavailable. I recognize how it would help understand how long they have been in stock, so let me help you request this functionality from our developers.

In QuickBooks Online, you can review your stock by running the Inventory Valuation Summary, Inventory Valuation Detail, and Physical Inventory Worksheet. On the other hand, the Aging Detail and Summary reports are designed for Accounts Receivable (A/R) and Accounts Payable (A/P). In this case, the system does not currently offer an automated feature to filter and categorize inventory items based on their duration in storage.

I understand that this report helps identify aging stock and maintain healthier inventory levels. Therefore, I recommend submitting a request for additional reporting or customization options. Follow the steps below:

1. Go to the Gear icon at the top.
2. Under the Profile column, select Feedback.
3. Share your suggestion regarding the missing notification, then click Next.

Keep an eye on your suggestions on this website and visit our blog for recent developments.

As a workaround, analyze product activity manually by running the Sales by Product/Service Detail report and then filtering its Report period. Alternatively, you can search for third-party tools in the Apps menu that help you manage stock efficiently.

Check out this article for more personalization instructions: Customize reports in QuickBooks Online.

If you need help exploring other available reporting options, please don’t hesitate to let me know. We're here to help you make the most out of QuickBooks. Keep safe.