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QuickBooks Inventory Analysis with EZ Analytics

Intuit has been promoting a new class of add-on applications that work with your QuickBooks desktop application, but are accessed via the web. In this article I’ll review one of these applications, EZ Analytics for Inventory, an excellent inventory planning and management tool that will work with your QuickBooks data.

FAQ:I Can’t Add Inventory or Create Purchase Orders in QuickBooks

If you cannot create an inventory part in your item list, and you don’t see purchase orders in the “home page”, most likely you have not enabled the inventory preference. Select Edit then Preferences and click on “Items & Inventory”. In the Company Preferences tab, make sure Inventory and purchase orders are active is checked.

FAQ:Why Did QuickBooks Change My Builds To “Pending”?

QuickBooks inventory is date sensitive. In addition, the build transaction requires that you have enough component parts on hand to issue the build.

Understanding QuickBooks Total Bill of Materials Cost

In a prior article I talked about the cost and avg cost fields in the item list. In this article I’ll talk about a related value, the Total Bill of Materials Cost which you will see listed at the end of a QuickBooks bill of material.

Managing Service Truck Inventory in QuickBooks

QuickBooks by itself does not support multiple locations. To do this properly you need to purchase an add-on program of some sort, which often will keep the inventory in a separate file. There are some simple workarounds that can be used, though. In this article I’ll explain one way that might work if you are trying to track parts that you have assigned to a service truck or other separate location.

Dealing with Scrap in QuickBooks Manufacturing

Many manufacturers have to deal with scrap in their manufacturing process. That is, the consumption of component materials beyond what is defined in the bill of materials due to waste, trimmings, left over sections or other variable consumptions. QuickBooks doesn’t deal with this directly. Let’s talk about some ways to handle it.

Printing a QuickBooks Inventory Adjustment Report

Sometimes you want to be able to see a listing of all of the inventory adjustments made over a period of time. This may be helpful when trying to audit your inventory usage. The steps for getting this kind of information out of QuickBooks aren’t all that obvious, so I’ll give you some tips here.

Closing a Partially Shipped Purchase Order in QuickBooks

When you create a purchase order in QuickBooks the quantity that you have on outstanding PO’s will show in several reports. If you receive a partial shipment on that PO and the remaining balance will not be shipped, you need to close the purchase order to remove the outstanding items on these reports. There have been a number of questions about this lately, so here is an article. 

Custom Fields in QuickBooks Enterprise 10

I discussed custom fields in QuickBooks in an article last year, and it is one of the most popular articles in my blog. Many users depend on custom fields to add features to invoices, sales orders and estimates (and more). The two most common complaints about custom fields have been there need to be more and I need to define the “type” of the field. If you are a user of QuickBooks Enterprise – good news! Intuit has listened.

Paying a Bill Before Receiving Inventory in QuickBooks

Buying inventory is simple in QuickBooks. Create a purchase order, receive the items, enter the bill, pay the bill. Simple! Sometimes things don’t occur in this nice sequence, and it isn’t always obvious what the best procedure would be. What if you have to pay the bill before you have received the items? In this article I’ll give you some suggestions as to how to handle this situation.