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bawilke
Level 1

desktop pro 2021 inventory set up

We have a custom gift business and want to start using the inventory tracking system.  

How do set it up when for example I get in a case of cups.  Some will be made and sold as stock designs and already have item and sku numbers to go with our Square POS.  Some will be made custom designs. 

How do I set up the inventory so that when Inventory Item number MUC21 for 24 is received 1.1.2020 and on 1.3.2020  5 get turned into MUC21-18?   Then on 1.10.2020  3 will be turned into MUC21-4?

 

Solved
Best answer January 05, 2021

Best Answers
MaryLandT
QuickBooks Team

desktop pro 2021 inventory set up

Allow me to share some insights about changing other items to inventory, bawilke.

 

For now, you need to move them all to inventory one at a time. However, doing this will affect your current accounting reports.

 

You're right that creating a new company and entering items correctly are your best options. This will make sure you have accurate accounting records in QuickBooks.

 

To learn more about handling your items in QuickBooks, you can check out this article: Add, Edit, and Delete Items.

 

Stay in touch with me if you need anything else by commenting below. Just tag my name, and I'll get back to you.

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4 Comments
Kristine Mae
QuickBooks Team

desktop pro 2021 inventory set up

QuickBooks Pro has inventory tracking capability, Bawilke. I'll guide you.

 

First, we'll have to turn on the feature. Here's how:

  1. Click Edit.
  2. Select Preferences.
  3. Click Items & Inventory.
  4. Go to the Company Preferences tab.
  5. Tick the Inventory and purchase orders are active box.
  6. Click OK.

Once done, you can set up your items already. Here's how:

  1. Click Lists.
  2. Go to Item List.
  3. Click Item, then select New.
  4. Select Inventory Part as the Type.
  5. Fill in the details, then click OK.

From there, you can create inventory, non-inventory, and service items.

 

If you have more questions, please feel free to let us know. We're just one post away. 

bawilke
Level 1

desktop pro 2021 inventory set up

I already have thousands of items in my quickbooks listed as other.  They all need to be moved to Inventory items.  Is there a way to do that other than changing each one individually or would it be easier to start fresh this year with a new company and enter them as inventory items. 

bawilke
Level 1

desktop pro 2021 inventory set up

We have over 2000 items in our company.  Some are discontinued.  They were all entered in as "other" items.  Is there a way to move them all to inventory in one swoop?  Or would it be easier to start  a new company and enter the items correctly as Inventory items to clean up the list and have actual 1.1.21 inventory totals. 

MaryLandT
QuickBooks Team

desktop pro 2021 inventory set up

Allow me to share some insights about changing other items to inventory, bawilke.

 

For now, you need to move them all to inventory one at a time. However, doing this will affect your current accounting reports.

 

You're right that creating a new company and entering items correctly are your best options. This will make sure you have accurate accounting records in QuickBooks.

 

To learn more about handling your items in QuickBooks, you can check out this article: Add, Edit, and Delete Items.

 

Stay in touch with me if you need anything else by commenting below. Just tag my name, and I'll get back to you.

View solution in original post

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