I appreciate you for getting back, @GRTac. I'm stepping into the thread to share with you some additional information about running reports displaying your items' quantity on hand and sold.
At this time, you need to pull up two reports to get this information. First is the Sales by Item Detail Report that shows the transactions created under your items with their quantities. The second report is the suggested reports (Physical Inventory Worksheet or Inventory Stock Status by Item) by MichelleBh to get the items' remaining quantities.
Once the report is open, you can export both reports to Excel, then combine the quantity and remaining quantity information from there.
To export the report:
- From the report's page, select Excel on the toolbar.
- Click either Export to Excel or Export to PDF.
- To create a new Excel workbook, select Create New Worksheet. If you want to update an existing workbook with the data in the open report, select Update Existing Worksheet. Select Browse and then find the workbook on your computer. Keep in mind, this overwrites the existing workbook.
- If you want to format the data a specific way, select Advanced. This is optional.
- When you’re ready to export, select OK. To open the report in Excel, you can also select Export.
For more tips while running your QBDT reports, you can review the resources from this link: Understand reports.
Additionally, you can get more hints while handling your sales and other customer entries in the future from this article: Get started with customer transaction workflows in QuickBooks Desktop.
Please feel free to leave a comment below if you have any other questions about your reports. I'll be right here to help. Have a great weekend!
