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I buy cases of product which I inventory. Invoiced in cases. 40 units in case. I sell in units and get paid by unit. Is there a way to manage inventory/sales in QBDT?
Hi there, @jmps1. Yes, there's an option to track these items in QuickBooks Desktop.
You can utilize the Multiple U/M per item feature to track these products in the program. Using this, you can assign a unit of measure to things you buy by case and sell them by piece. Here are the steps to track your items:
First, turn on the Unit of Measure feature.
Once done, add a unit of measure set.
Please note that when you set up multiple units of measure, always assign the smallest unit of measure by what you sell and not purchase. If you buy a single unit and sell by a case, then use whole numbers. QuickBooks will multiply the cost. If you buy a case and sell it by a single unit, use decimals as QuickBooks will divide the cost.
If you need further help setting this up, I'd suggest getting in touch with your accountant. They can guide you through the process to ensure your records are accurate.
For additional reference, check out this resource: Use single and multiple units of measure for items.
Moreover, you can utilize these articles when managing your products and services in the program:
You can always add a comment in the Reply button if you need further help managing your inventory. We'll be here to assist you.
Thank you. Checking it out now. Will advise.
Good day, @jmps1.
Let me join the thread and provide you with additional guidance on how to apply the U/M to the inventory item that can be configured in the Item List in QuickBooks Desktop (QBDT).
The Item List is where you can manage inventory items, including the U/M Unit Measure, categories, and pricing. You are one step further from applying the U/M to the inventory item, which is to set up the Item List.
Here's how:
As reference, please see the screenshot below.
For additional information, you can click this article: Use single and multiple units of measure for items. This also provides details on how you can print the unit of measure set list.
Moreover, you can also want to check out this article as your reference to guide you in managing your company's income and customers in QBDT: Sales and customer help for QuickBooks Desktop.
If you require further assistance with managing inventory items and units of measure in QBDT, please leave a comment below. I'm always ready to help. Take care of yourself well.
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