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Require Serial Numbers in QuickBooks

August 7, 2024March 10, 2026

If you use Advanced Inventory in QuickBooks Enterprise, there is a setting to require serial numbers in QuickBooks when transactions are entered.

How to Enable

First, you must enable this new feature in preferences. From the menu at the top, select Edit > Preferences.

Edit Pref

Then on the left, select Items & Inventory, click on the Company Preferences tab, and finally on Advanced Inventory Settings.

From the top menu select Edit > Preferences
1. Items & Inventory (on the left)
2. Click the Company Preferences Tab
3. Select Advanced Inventory Settings
Require SN Edit Preferences

You will now see the Advanced Inventory Settings window. Select the Serial/Lot Numbers tab.

Require Serial or Lot Numbers in QuickBooks

What happens when you Require Serial Numbers in QuickBooks?

Selecting this new option will require serial/lot numbers when entering the following transactions:

Transactions
Item Receipts
Sales Receipts
Invoices
Adjust Quantity
Transfer Inventory


Find more information on Lots and Serial Numbers here.

See my other posts on inventory.

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About the Blogger

Tim Plue
Contact Me

I am an Advanced Certified QuickBooks ProAdvisor and certified in the new Intuit Enterprise Suite. I can help you use the many features of QuickBooks to analyze and grow your business.

I have taught QuickBooks and bookkeeping classes for over 12 years. I help small business owners run their businesses using QuickBooks. I can meet you on-site or remotely.

Let's see what QuickBooks can do for your business!


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