Quickbooks Inventory Process

Open Quickbooks Point of Sale

Home Screen

 Click “Inventory” -> “Start Physical Inventory”

Start Physical Inventory

Your main inventory screen will be displayed, this screen represents your inventory as it is before you enter in any counts

Start Physical Inventory - Main Screen

Before entering in your scanner counts, make sure to check the box labeled “Set All Items Not Counted To Zero” this will create a negative number. Don’t let this negative number scare you, it will begin to go away when you add your “Inventory Scanner” counts in

Start Physical Inventory - Main Screen - Set All Items

In the top right of the inventory screen, click “I Want To…” and “Add Counts From Scanner

Start Physical Inventory - Main Screen - Add Counts

Your next steps four steps are uploading your product scanned from your scanner to quickbooks. Here are the four screens you will see during this process, if you follow the instructions given you will breeze right along.

After your four main scanner processes you will be able to review all items scanned on your “Inventory Scanner”. Generally all items will be uploaded correctly if scanned correctly and in our current inventory system

Start Physical Inventory - Main Screen - Add Counts - 5

After your quick review, click “Select All” and “Save”

Start Physical Inventory - Main Screen - Add Counts - 6

All your numbers will populate on the main inventory screen. You must make sure ALL items are scanned before clicking the “Apply Changes To Inventory” button. After you have fully completed your inventory click “Apply Changes To Inventory” and “Close

Start Physical Inventory - Apply Changes to Inventory

When inventory is complete call the home office (251-287-7579). You will need to send and receive files twice with home office before leaving for the night.


Day after Inventory:

Before your store opens print out the “Spot Inventory Check Sheet” hand count 20 items in your store, and compare them in Quickbooks. Scan this sheet in and email it to corporate@lostustores.com


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