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Level 3

Changing Service types to Inventory?

I work at a brewery and we currently use QB Desktop Pro (and have for a couple years now) to handle all of our sales receipts to accounts ordering beer, and apparently the person that set this up input all of our available kegs as Service types.  What we're wanting is a better way to track inventory on hand (currently just kegs of beer, no bottles or cans or anything else).... is there a better way to move those items over or is it even possible?  And is it reflected on all the past transactions?  I took a look just now and the option/dropdown appears to be gray-out so you can't click to change it.

 

We don't use QB for really much else... just receiving kegs into inventory, and then issuing sales receipts, and wanting the inventory to be reduced appropriately.  Hopefully I've explained this well; I'm definitely not well versed in QB, and no one else here is, either (the joys of a small business).  Any general advice on the topic would be appreciated!

Solved
Best answer 01-16-2019

Best Answers
Highlighted
Level 15

Changing Service types to Inventory?

You cannot Change, because that would result in Data recalculation and Chaos.

 

You Transition.

 

Edit the Service items to put a Z in the name, first character, if you will never use them again. Here is the assumption that these are Two Sided Service items, always listed on the Purchase, so everything flows to COGS from purchases.

 

Make the inventory item names you want. Set the price. Do Not put in Quantity on hand. Get all set up.

 

Take a physical inventory. Quantity and Cost on hand by Product being managed as Inventory.

 

Make one large Adjust Inventory screen, selecting all Products on hand, using the physical inventory info to Quantity and Cost what is on hand. Top left, pull from COGS; it is Too High, because these are still On Hand.

 

Now stop using the Service items. Make one Parent Level and name it Old Sales Items, slide them all under it, and make all of them Inactive. Now they stop showing in dropdowns for selection.

 

Now you are transitioned.

 

That's a general overview.

View solution in original post

6 Comments
Highlighted
Moderator

Changing Service types to Inventory?

Thanks for checking in with us. dallasbrews.

Allow me to share some information about changing service types of the inventory items in QuickBooks Desktop.

 

Changing the service types of the inventory items isn't currently offered in QuickBooks Desktop. As a workaround, you can create new service items. Since this option is not yet available, I'd encourage you to submit feedback, which is sent to the Product Development Team for review when determining features to be added in updates.

 

Here's how:

 

  1. Click Help at the top.
  2. Select Send Feedback Online.
  3. Then Product Suggestion

You may  find this article helpful:

 

 

If you need further assistance, you can call our dedicated team who will be happy to assist you. Our contact details can be found here along with our opening hours:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Should you need anything else, please let me know. I'll be around to help.

Highlighted
Level 15

Changing Service types to Inventory?

You cannot Change, because that would result in Data recalculation and Chaos.

 

You Transition.

 

Edit the Service items to put a Z in the name, first character, if you will never use them again. Here is the assumption that these are Two Sided Service items, always listed on the Purchase, so everything flows to COGS from purchases.

 

Make the inventory item names you want. Set the price. Do Not put in Quantity on hand. Get all set up.

 

Take a physical inventory. Quantity and Cost on hand by Product being managed as Inventory.

 

Make one large Adjust Inventory screen, selecting all Products on hand, using the physical inventory info to Quantity and Cost what is on hand. Top left, pull from COGS; it is Too High, because these are still On Hand.

 

Now stop using the Service items. Make one Parent Level and name it Old Sales Items, slide them all under it, and make all of them Inactive. Now they stop showing in dropdowns for selection.

 

Now you are transitioned.

 

That's a general overview.

View solution in original post

Highlighted
Level 3

Changing Service types to Inventory?

I'm confused because you say as a workaround  I can create new service items .. Service items is what we're trying to move away from 

Highlighted
Level 15

Changing Service types to Inventory?

I stated:

Rename the Existing Service items, because they are tying up the Name you want to use for Real. Edit the existing item name and put a Z in First Position, such as:

Z-Bud

Z-Red Hook

 

Now you can make Inventory Items, which is what I stated, and name them what you Had, such as:

Bud

Red Hook.

 

Go ahead and reread the previous guidance.

Highlighted
Anonymous
Not applicable

Changing Service types to Inventory?

You should not change pre-existing items to (or from) a service or non-inventory type to an inventory type.  To make the change simply make the current item 'inactive', then edit its name slightly (I add an 'x' in front) then create a new inventory type item using the prior name - so it will appear to the the same item to the users.

  

Highlighted
Level 3

Changing Service types to Inventory?

Hi there,  

I can see some community members have already given you some solutions, but have you considered checking out the QuickBooks App Store for some inventory management software to run alongside your QuickBooks for tracking finances.  

For example, Katana is a smart manufacturing software which can automatically help you track your ingredients, finished products, and schedule production.  

It’s built to be integrated with QBO and can synchronize stocks, but it still works independently, meaning you can use Katana for tracking your inventory and manufacturing costs, and QBDT for keeping your finances in check. 

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