Fix Messy Inventory in QuickBooks Desktop (Zero it all out)

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  • Опубліковано 8 січ 2025

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  • @perfectcaremedicalcentre5612
    @perfectcaremedicalcentre5612 2 місяці тому

    Hi Hector, I appreciate the content. I am using quickbook enterprise accountant edition 18.0. I maintain inventory for medical center only for consuming and not for sale. how i can manage it while going out for different clinic consumption. thanks

  • @H_Lala
    @H_Lala 3 місяці тому

    Hector, i appreciate the content.
    I have 2 questions. One, if my quickbooks enterprise desktop file is over 5GB is that it issue?
    And 2nd how do I let quickbooks To have an alert notification, pop-up to let me know that in my inventory is at a low point?

  • @rcippa2588
    @rcippa2588 4 роки тому +1

    Hi, great video. I have a particulary troubling inventory. I starting working for this small manufacturer in November 2019. This video will work well but there is one big issue. The stock status or inventory valuation summary is a negative 1.5 million!! So if I zero out everything and than do a physical and get the inventory to what it should be. The inventory is probably about a positive $100,000. I still have this offset of 1.5 million. I don't want it to go against an expense because then there will be taxes due. Do you have any comment or advise. Much appreciated.

  • @LCort101
    @LCort101 4 роки тому

    Hi Hector, I have really enjoyed your videos so far. Thank you for sharing your knowledge. I understand how you created a new COGs account "Inventory Adjustments," so your Inventory Assets get moved into COGs. Is there anything you need to do next? This credits your COGs all that money. After doing this my Balance Sheet still shows values under Inventory Assets. I'm writing JE's to move the values to COGs. Is that a correct solution?

  • @solly1530
    @solly1530 3 роки тому

    Hi Hector, I need help. We are using 2021 quickbooks. Let's say a customer ordered 100pcs of corn, but we only had ship 50, where can I see the balance of 50 in the packing slip so I know what my balance is for the order??

  • @acdztools8225
    @acdztools8225 2 роки тому

    Hola Hector, soy usuario de Quickbooks online, estoy comenzando a utilizarlo, cuando estaba generando los codigos de los productos a vender hubo uno en particular que coloque una cifra de 108 unidades cuando debia colocar solo 30, hice un ajuste de inventario de -78 unidades (sin estar seguro de lo que hacia) Inventory Shrinkage, y ahora me aparece en los estados financieros un monto referente a este ajuste. Como puedo arreglar este problema?, de antemano muchas gracias. Adicionalmente quisiera saber si dictas cursos de como manejar Quickbooks on line.

  • @vikkiwilde3330
    @vikkiwilde3330 2 роки тому +1

    PS - I am working in Enterprise platinum 2021 with advanced inventory

  • @AhmedAli-rw6ih
    @AhmedAli-rw6ih 2 роки тому

    Hi nice video. Can you please tell me how I can open macro as you described in this video.

  • @cl8944
    @cl8944 Рік тому

    Hi Hector
    I have a question
    So we put in the inventory but then how do it apply it to where ever we need to apply it too?

  • @aaatruckrepairllc8358
    @aaatruckrepairllc8358 2 роки тому

    Hello, I have question about your magical tool. I have multiple sites in my QB desktop Enterprise version 22.0 and I need to zero out my inventory for a fresh start new count. Does your tool is able to do the specific site zero out or all sites in one shot? FYI, I am doing inventory in both of my sites on the same date.

  • @DawoodMD-p5d
    @DawoodMD-p5d 10 місяців тому

    Plz tell how can adjust inventory adjustment
    I want adjust just quality only not value , I mean adjust Quantity without value

    • @HectorGarciaCPA
      @HectorGarciaCPA  10 місяців тому +1

      QTY always adjusts value

    • @DawoodMD-p5d
      @DawoodMD-p5d 10 місяців тому

      @@HectorGarciaCPA
      Thnkx prompt reply
      If any way to stock out Qty without value

  • @TheBlanco951
    @TheBlanco951 Рік тому

    does anyone recommend zeroing out inventory assemblies? are there any video tutorials on how to go about doing this process?

    • @HectorGarciaCPA
      @HectorGarciaCPA  11 місяців тому

      Dont have a video on that.. but if you need to do it, I wouldn’t NOT recommend it

  • @vikkiwilde3330
    @vikkiwilde3330 2 роки тому

    Hector, I have some of my inventory that has incorrect avg cost which is also causing many issues in my valuation summary. If I -0- out al my inventory do I need to fix my average costs first before I enter the new inventory counts? Also, what accounts will zeroing out my inventory affect on my Financials? P.S. I have purchased your spreadsheet for -0- on entry, Do I need to buy the one for valuation. Thank you

    • @HectorGarciaCPA
      @HectorGarciaCPA  2 роки тому

      My spreadsheet has a kit for qty and another kit for value. You will use any of your COGS account as the adjusting account

  • @ST838
    @ST838 5 років тому

    Hector, your videos are very knowledgeable thank you. I have a issue if you can assist. I am running quickbooks enterprise solutions accountant 18. I was setting item locations i though i did it correctly but when receiving the inventory i was setting the item locations and after i clicked saved i am not seeing 95% of them in the Item List the items are there but with no location . I dont know what i did wrong your wisdom is greatly appreciated.
    Thank you

    • @HectorGarciaCPA
      @HectorGarciaCPA  5 років тому

      ST838 I don’t know if I have enough information to give you an answer....

    • @ST838
      @ST838 5 років тому

      @@HectorGarciaCPA ok let me see if i can give you more information. I did a stock check in a my warehouse after i zero out my inventory. I added back inventory doing a receive inventory without a bill. I found that if you customize the columns there is a location column that you can add so when you enter the inventory/item number, you then add the QTY and also add a location of where the item is located in the warehouse. i am using numbers and letter.
      For example sections A,B,C,D,E,F lanes 1,2,3,4,5 and i use "s" for shelf together with a number 1-6
      A1S1
      if that makes sense to you.?
      So after i added all the quantities together with item location on the "receiving inventory" page i clicked save to complete.
      but when i went to List>Item List 95% of the items didn't have the locations i entered some where there but majority wasn't.

    • @HectorGarciaCPA
      @HectorGarciaCPA  5 років тому

      You are probably entering data into a custom field that doesn’t bring anything into an actual QuickBooks location... to be clear; you are using QuickBooks Enterprise with Advanced Inventory turned on Right?

  • @fostersasu3210
    @fostersasu3210 4 роки тому

    Hello boss. My inventory on hand is different when i check my quick report

  • @connietuthill6379
    @connietuthill6379 2 роки тому

    You never showed the impact on the income statement. I need to zero out inventory without impacting the GL accounts.

    • @HectorGarciaCPA
      @HectorGarciaCPA  2 роки тому

      Thats not possible. If your inventory has value in the balance sheet, you need to affect P&L to zero it out

  • @sdaehaq9128
    @sdaehaq9128 4 роки тому

    how to turn on advanced inventory settings quickbooks

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 роки тому

      In the preferences menu, you need to have an active QB enterprise subscription

  • @danieltaki9153
    @danieltaki9153 2 роки тому +1

    I used autohotkey and created a simple script that loops to send a 0 numpad key and a down arrow key continuously
    ^l::
    Click
    Loop, 500
    {
    Send {Numpad0}
    Send {Down}
    }