This is a custom report template that will run against the Stock dataset for active products that currently have stock levels, and export their current average cost to an excel file to import into QuickBooks Online to update the Inventory Item cost in QuickBooks Online via an excel import into QuickBooks Online.
This requires a custom field be added to your Products table called "Product type" as a Picklist with a value of "Inventory".
This field is used by the custom report.
You also have to have the accounting fields turned on for Product level override in Application settings product tab. This is so we can export the COGS account name to Excel because QuickBooks Online requires this for importing.
| { "attrName": "##accounting009", "name": "Export Product cost to excel for QuickBooks Online Import", "group": "##accounting", "sortOrder": 70016, "type": "report/pivotTable", "params": { "dataSet": "stock", "filters": [ { "filter": "productStatus", "param": [ "PRODUCT_ACTIVE" ] } ], "rowDimensions": [ { "dimension": "productProductId", "width": 0.0254, "label": "Product/Service Name" }, { "dimension": "productUserUser10000", "width": 0.0254, "label": "Type" }, { "dimension": "stockAverageCost", "width": 0.0254, "label": "Purchase Cost" }, { "dimension": "productCogsAccountNameOrDefault", "width": 0.0254, "label": "Expense Account" } ], "metrics": [], "pageTemplate": null } } |
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