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October 28, 2023
Question

Physical Inventory Worksheet: how can we remove the items discontinued from sheet?

  • October 28, 2023
  • 2 replies
  • 6 views

Hi all,

 

I would like for the discontinued items, already at quantity 0, not to show in that worksheet.

They pollute the table, and confuse the inventory takers, some who are just helping in taking inventory.

 

Yes, we can export to EXCEL, etc, but it is time-consuming.

 

Is there a way to mark the discontinued items to NOT show in those and other reports?

 

For example, I have discontinued items from 2010 that still show up, and those items account for over 100... they are a drag...

 

Thanks in advance!

 

PS: Working in Desktop 2020

2 replies

Level 6
October 30, 2023

Hi Mouselette,

 

Welcome back to the Community. The program is designed to help you streamline your work using the powerful features offered in the program. Rest assured, I'll be happy to provide more info so you're on the right path. 

 

The report with the functionality you've described above isn't available in QuickBooks. I can see the benefit of having this and I encourage you to send feedback about this to our engineers. You can do this by clicking on the Help menu and looking for Send Feedback Online. I also recommend looking into third-party apps on our site that can help you with this. You can search for these apps on our site desktop.apps.com. I suggest choosing an app that suits your business needs based on the app description and reviews. 

 

In case you have additional questions, don't hesitate to reach back to me in the comments below. I'm here to help you achieve your QuickBooks goals.

October 30, 2023

Thank you James,

 

I just sent a feedback message.

 

Level 6
October 30, 2023

You're welcome. I'll be here in case you need anything else. 

QuickBooks Team
September 10, 2025

Thanks for getting back to this thread, Muoselette.

 

Currently, the only way to exclude items with zero quantity on hand is to either inactivate those items or add a filter to the report.

 

You can follow the steps below to inactivate your items:

 

  1. Go to Lists, then select Item List.
  2. From the Item dropdown menu, select Make Item Inactive.

 

Alternatively, you can add a filter by following the steps:

 

  1. Run your Physical Inventory worksheet.
  2. Click Customize Report in the upper-left corner of your screen.
  3. Go to Filters, then select Quantity on hand from the dropdown menu.
  4. Tick the >= box and enter 0.001. This will filter the report to show items with a quantity greater than or equal to that value, excluding those with zero quantity.
  5. Click OK.

 

From there, you'll be able to refine your inventory management by removing the zero-quantity items from your report.

 

Feel free to reply to this thread if you need further assistance.