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Transfer opening quantities to each site

When you turned on Advanced Inventory, QuickBooks prompted you to begin with a single, temporary starting site. Consequently, QuickBooks shows that your entire inventory is stored at one location.

Now you may be ready to transfer your inventory from the starting site to their actual sites. To do this step, you need current inventory counts for each site.

To enter a new transfer for each site:

  1. Choose Vendors > Inventory Activities > Transfer Inventory.

  2. In the Date field, enter the date of the transfer. This can be the date you begin tracking multiple sites.

  3. In the Reference No. field, enter the appropriate transfer number. We recommend "setup1," "setup2," and so on for these transfers.

  4. Click the Transfer from drop-down arrow and select your temporary inventory site.

  5. Click the To drop-down arrow and select the actual inventory site.

  6. Select the inventory items to transfer to the site:

    • To select individual items:

      1. Click in the Item column.

      2. Click the drop-down arrow and select an inventory item.

    • To select multiple items:

      1. Click the Add Multiple Items button.

      2. Click the left column to select the inventory item.

      3. Click the Add Selected Items button.

  7. In the Qty to Transfer column, enter the number to transfer for each item.

  8. (Optional) In the Memo field, enter the reason for this transfer such as "Transfer opening quantity to site."

  9. (Optional) Click Print to print a copy of the transfer for your records.

  10. Click the Save & New button.

  11. Repeat these steps for each inventory site.

  12. When finished, click the Save & Close button.

Tip: If you want to transfer the same items to multiple sites, you can save time by duplicating the Inventory Transfer.

To do this task

  1. Choose Vendors > Inventory Activities > Transfer Inventory.

  2. Click Previous until you find the transfer you want to duplicate.

  3. Choose Edit > Duplicate Inventory Transfer.

  4. Change the details of the transfer as necessary.

  5. Click the Save & New button.

  6. (Optional) Repeat these steps for each inventory site.

  7. When finished, click the Save & Close button.

See also

KB ID# H_MULTI_INVENTORYSITE_OPENING_INV_TRANSFER
12/5/2016 4:49:42 PM
PPRDQSSWS400 9138 Pro 2017 e4093b