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Level 2

Tracking Crates

Hello intuit community. Have earlier requested on how  to track crates of bread left with bread to customers since they remain asset to my company and not for sale. Kindly anyone with an idea will greatly appreciate.

2 Comments 2
QuickBooks Team

Tracking Crates

It's my pleasure to help you track crates in QuickBooks Desktop, @kimondor.


You can set up an asset account for crates. Let me show you how: 

  1. Select Lists at the top menu, and then choose Chart of Accounts.
  2. Click the Account drop-down at the bottom, then click New to create a new account.
  3. Choose  Fixed Assets as an account type, then Continue.
  4. Enter the account details.
  5. Once done, click Save & Close.

For more information on how to manage your account, please check out this article: Create, edit, or delete an account.


Meanwhile, I'll be adding this resource you can use in the future: Set up Advanced Inventory.


Please let me know if you have other concerns. I'll be more than happy to lend a hand. Stay safe always.

Level 2

Tracking Crates

Not yet. Have already got Crates Chart of accounts but i needed to be tracking in a report that a certain customer has an unpaid cash to me and at the same time he or she has got my crates.

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