QuickBooksHelpIntuit

Add, edit, and delete items in QuickBooks Desktop

by Intuit•1• Updated 5 months ago

Learn how to add, edit, and delete items in QuickBooks Desktop for Windows.

Items are anything your company buys, sells or resells, such as products, shipping and handling charges, discounts, and sales tax (if applicable). They show up as a line on invoices or other sales forms.

Add items

Item Types

Here's a list to help you decide what type of items to add.

Service	A service you provide to a customer. You can create services charged by the job or by the hour.
Inventory Part	A product you buy to sell. You can't use this item if you haven't turned on inventory Items & Inventory section in the Preferences.
Non-Inventory Part	A product you: Purchase but don't sell. Sell, but don't purchase. Purchase and sell, but don't stock or track as inventory.
Other Charge	Used for shipping charges, markups, or other line items that appear on your invoices.
Subtotal	An item that adds up the items before it in invoices and other sales transactions. You can subtotal Quantity, Price, Cost, and numeric custom columns.
Group	You can use a group item to put multiple items together. For example, if you often have a shipping charge with another charge, you can create a group item with those two items.
Assembly	An assembly is a product you put together from other parts and track in inventory. Only Premier and Enterprise editions have assemblies.

Here are the item types that perform calculations.

Discount	A discount reduces the price of specific items by a percentage or flat rate. You can have more than one discount item for different discounts you offer. For example, a discount for wholesale customers and one for volume purchases. Check out Use discount and subtotal items on an Invoice for more info.
Payment	If you receive a total or partial payment as a deposit, you can list it as a line item on an invoice with this item type.
Sales Tax Item	If you charge sales tax, you can create sales tax items for each sales tax you charge.
Sales Tax Group	This is for multiple sales taxes that make up one larger sales tax. For example, you charge a sales tax that is the total of a state, county, and city sales tax.

Create an item

Go to Lists, then select Item List .
On the Item List window, select Item then New .
Select the type of item you want to create.
Fill out the item fields.
Use Custom Fields to add your own customized fields.
Select Save.

The following are the common fields for all item types:

Item Name/Number	Enter your desired name for the item. You can use up to 31 characters.
Description	Use this field to add information about the item.
Sub-item of:	Select the checkbox if you want the item to be a sub-item of an existing item.
Sales Price/Rate/Price/Amount	This field varies depending on item type: • Sales Price (Inventory) - The amount you charge for the product. It could be equal or more than the cost. • Rate (Service) - The rate you charge to your customers. It can be a flat fee or an hourly rate. • Price (Non-inventory part) - The price of the part you charge to your customers. • Amount (Other charge) - The amount of the charge. You can enter a dollar amount or a percentage. If the amount is a percentage, include a % sign.

Purchase Information and Sales Information

Purchase information and Sales information appear when you create an Inventory Part or when you select:

This item is purchased for and sold to a specific customer:job on Non-inventory Parts.
This service is performed by a subcontractor on Service items.
I purchase this assembly from a supplier on Inventory Assembly items (Windows only).
This is a reimbursable charge on Other Charge items.

Cost	Enter the cost of the item when you purchased it.
Expense Account	The account you use to track the amount spent on purchasing the item.
COGS Account	Cost of goods sold is the total amount spent on the production of the goods sold. It’s also the account you use to track payments for the item.
Preferred Supplier	Choose the name of the supplier where Inventory is usually purchased.
Sales Price /Rate /Price/Amount	This field varies depending on item type: Sales Price (Inventory) - Selling price of the product. It could be equal or more than the cost. Rate (Service) - The rate for the service you purchase or charge to your customers. It can be a flat fee or an hourly rate. Price (Non-inventory part) - The price of the part you purchase or charge to your customers. Amount (Other charge) - The amount of the charge. You can enter a dollar amount or a percentage. If the amount is a percentage, include a % sign.
Income Account	The account you use to track the amount you earn from selling the item.
Tax Code	Select the Taxable account if you charge sales tax for the item. When you make a taxable sale, QuickBooks will calculate tax on the item.

Inventory Information

These fields under Inventory Information appear when you select Inventory as the item type.

Asset Account	Generated by QuickBooks and automatically assigned. If you don’t want to use the default account, here are the two types of assets: Current Assets - These are the assets you're likely to convert to cash within one year. Fixed Assets - These are the assets you don't expect to convert to cash during one year of normal operations. These items are usually necessary for the operation of your business.
Reorder Point	QuickBooks reminds you to reorder the item when inventory reaches this number.
Quantity on Hand	The quantity of stock you have on hand. Note: For items newly added to inventory, enter zero. For items you already have in stock, enter your last stock count.
Total Value	The total value of the stock you have on hand. Note: For items newly added to inventory, enter zero. For items you already have in stock, enter the value of your last stock count.
As of	The date to which your reorder point, quantity on hand, and total value applies. Note: When you convert non-inventory, service, or other charge items to inventory you must enter a date after the last transaction for the item. If you enter a date in the past, you’ll need to enter all sales and purchases of the item up to the current date for your inventory to be accurate.

The following fields appear when you create a Group Item. Before you create a group item, all individual items must already be set up.

Item List	A table that lets you choose the items to include in the group item and their quantities
Print items in a group	Select this checkbox if you want the individual items to show on invoices and other transaction forms when you use the group item.

The following appears when you create a Payment Item.

Payment Method	Select the payment method you want to use when the payment item is used in transactions.
Deposit option	Select how you want these payments deposited. Group with other undeposited funds - adds the payment to the undeposited funds account. Deposit To - adds the payment to the account you select.

Add an item as you need it

You can create an item without leaving the Invoice or any sales form. Just enter the name of an item and select Yes when you get the prompt asking if you want to set up the item.

Create multiple items

Check out Add and edit multiple customers, suppliers, and items to learn more about Add/Edit Multiple List Entries.

Go to File, and select Import then select Items.
Select the Item type (Service, Non-Inventory or Inventory).
Enter all the required information.
Make sure the Import checkbox is selected for the items you want to import.
Select Import.

Edit items

Update item information

After you create an item, you can edit information about it at any time.

From the Lists menu, select Item List .
Double-click the item you want to change.
Enter your changes in the Edit Item window.
Choose OK.

Change item type

You can change an item's type if the item is an inventory (windows only), non-inventory, or other charge item.

From the Lists menu, select Item List .
Double-click the item you want to change.
From the Type drop-down, select the new item type.
Choose OK.

The items you can change the type on are limited. You can't always change the type back. For example, if you change an item to an inventory or service item, you can no longer change its type.

Duplicate an item

You may need to create similar items. You can make a duplicate, or copy, of an existing item and save it with a new name.

From the Lists menu, select Item List .
Highlight the item you want to copy, then right-click and choose Duplicate Item.
Changes the item’s information as necessary. The item’s name will be the same but the "DUP" will be appended to it. You can rename the item as desired. Remember though that two items cannot have the same name.
Choose OK.

Note: If you duplicate a parent or sub-item, the new item will also be a parent or sub-item. If you duplicate an inventory item, all item info is copied except On Hand and Reorder Point. These fields are set to 0.

Remove items

Combine two items

If you mistakenly entered the same item twice but with a different name, you can merge them so that all of your transactions are associated only with one item name. Check out Merge list entries in QuickBooks Desktop for more info.

Hide an item

QuickBooks won't let you delete an item if it's ever been used in a transaction. If you don't need it anymore, you can hide it. When you hide an item, it's removed from the list but not from your books.

To hide an item:

From the Lists menu, select Item List.
Double-click the item you want to hide.
In the Edit Item window, select Item is inactive .
Select OK.

Once the item is hidden, you can clear the Item is inactive checkbox to unhide it at any time. If the checkbox is unavailable and you can’t unhide the item, check if it’s a sub-item of a hidden parent item. If it is, unhide the parent item or remove the connection between the parent item and sub-item.

You can select the Include inactive checkbox on your item list to show hidden items.

Delete an item

From the Lists menu, select Item List .
Select the item you want to delete.
From the menu bar, select Edit and then Delete Item.

You can't delete more than one item at once. If you delete an item by mistake, you must immediately go to Edit and select Undo Delete. The delete can’t be undone if you do anything else in QuickBooks.

Frequently asked questions

How many items can I set up in QuickBooks?

QuickBooks Pro and Premier: Up to 14,500 items (active and inactive).
QuickBooks Enterprise Solutions: can handle the unlimited number of items.

How many characters can I use for the item name?

You can use up to 31 characters for each item name.

How many items can I use in a group?

QuickBooks Pro and Premier: Up to 50 individual items
QuickBooks Enterprise: Up to 500 individual items

How many items can be added to an assembly item?

QuickBooks Premier: Up to 100
QuickBooks Enterprise: Up to 500

Assembly items are not supported in QuickBooks Pro. You can view and edit inventory assembly items and the transactions that use them in any QuickBooks edition. For more info about inventory assembly items, check out Create, build, and work with inventory assembly items.

Why do items appear with a negative amount on my invoice?

When you use a Discount or Payment item on an invoice, the amount will be negative. In QuickBooks for Windows you can also enter a negative rate to cause a negative amount to appear. If you have created a Discount item by mistake, the best solution is to delete the Discount item and create a new item with a different type.

Why can't I use a discount item on a purchase order?

You can't use discount items on purchase orders or bills because they are intended for sales transactions. If you need to add a discounted amount to a purchase order or bill, you can create an Other Charge item and enter a negative fixed amount in the Amount or % field. For example, -10.00.

How can I discount all items on my invoice?

QuickBooks calculates discounts only on the line above the discount item. To discount all the items on an invoice, you’ll need to add a subtotal item after the last item sold then add a discount item. You can discount the subtotal with a flat rate or a percentage.

What's the difference between price levels and discounts?

Price levels let you set custom pricing for certain customers or jobs. Once you create a price level and associate it with one or more customers or jobs, QuickBooks automatically pulls up the correct custom price for a customer or job each time you create a sale (invoice, sales receipt, sales order or credit memo) for those customers or jobs.

Discount items must be manually added to invoices.

If I change the price of an item, will it affect my existing transactions?

No, a price change only affects new transactions. The prices on existing transactions aren’t changed to keep your books accurate.

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.