Taking a physical inventory

You can use QuickBooks to create a worksheet for taking a physical count of your inventory stock.

To take a physical inventory:

  1. Choose Reports > Inventory > Physical Inventory Worksheet.
  2. (Optional) Use the report buttonbar to adjust the content and appearance of the worksheet.
    Click... To do this
    Format Change the fonts for any part of the worksheet.
    Header/Footer Change or move the company name and title; add a line of text as a footer at the bottom.
    Hide Header Remove the company name, title, and date from the top.
  3. (Optional) Change the width of the columns. More detail
  4. Press imageP.
  5. As you check your stock, fill in the quantities for each item in the Physical Count column of the worksheet.