Quickbooks Desktop Enterprise - How to I track free product samples? or moving one list to another

Thanks for reaching out to us, InnoV.

I'll share information about tracking products and get rid of the open invoices in QuickBooks Desktop.

Yes, your employer can continue what they're doing. Those invoices will become non-collectible since your employer send them to their customer with no charges. To get rid of it, you can write it off and declare it as a bad debt so you can clear the open invoices.

Here's how to get started: on the Chart of Accounts, create an account for Bad Debt, and ensure to pick Expense as the account type. I'll show you how.

1. Go to the Lists menu, then select Chart of Accounts.
2. From the Account ▼dropdown, select New.
3. Choose Expense as the account type, then select Continue.
4. Enter an Account Name, for example, Bad debt.
5. Hit Save & Close.

After that, you can follow these steps in writing off bad debt for those open invoices:

1. Go to the Customers tab, then click Receive payments.
2. Select the name of the customer who has the open invoice.
3. Leave the amount field at 0.00.
4. If you like, enter a memo at the bottom of the window that you’re writing off bad debt. The memo appears in the customer’s register and prints on statements.
5. Click the Payment column for the invoice that hasn’t been paid.
6. Select the Discount Info button.
7. In the window that drops down, enter the amount of the bad debt in the Discount field and the name of your bad debt expense account in the Discount Account field.
8. Hit OK to record the bad debt.

I've added this article for more insight about writing off bad debt in Quickbooks Desktop: Write off bad debt in QuickBooks Desktop.

You can also keep track of the sample product your employer produces by clicking on the Reports menu and then selecting Inventory. Refer to this resource for more details: Track the products you manufacture.

In addition, you can customize your inventory report to focus on the details you need most. You can read this material to learn more on how to do it: Customize reports in QuickBooks Desktop.

If you need help with open invoices or inventory, I'll be here to back you up. Take care and stay safe.