cancel
Showing results for 
Search instead for 
Did you mean: 
GAE1
Level 1

how do I add an item TYPE in quickbooks enterprise desktop?

I need to change or add an item type in Quickbooks Enterprise desktop.  Then, I need to run a report based on 4-5 different item types so I can analyze my sales.

 

2 Comments 2
ZackE
Moderator

how do I add an item TYPE in quickbooks enterprise desktop?

Hi there, GAE1. Thanks for reaching out to the Community.
 

When setting up items in QuickBooks, you'll be prompted to enter a type.
 

Here's how it works:
1. In your top menu bar, go to Lists, Item List, Item, then New.
2. Pick which type of item you want to create and enter the appropriate data in each field.
3. Select Save.
 

Your item's type can be changed if it's an inventory/non-inventory part or other charge:
1. From the Lists menu, hit Item List, then double-click which one you'd like to edit.
2. In your Type drop-down, choose an appropriate option.
3. Press OK.
 

Once the item types are set up, you can run a Sales by Item Detail report, then customize it to show each item:
1. Go to Reports, Sales, Sales by Item Detail, Customize Report, then Filters.
2. Locate and pick Item in the FILTER list. Use your Item ▼ drop-down menu and click Multiple items.... Choose which items you'd like to include. Once you've ticked each item, hit OK.
3. Select OK to update the report with your customizations.
 

I've included a couple resources below where you'll be able to find more information about creating/editing items and customizing reports:

 

Please feel more than welcome in sending a reply if there's any other questions. I'll be here to help. Have a wonderful day!

BigRedConsulting
Community Champion

how do I add an item TYPE in quickbooks enterprise desktop?

While you can add items, and you can set the item type for each item - like inventory, discount, or service - there is no way to add to that type list.

Need to get in touch?

Contact us