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October 29, 2020
Solved

QuickBooks Pro 2021 inventory items set up

  • October 29, 2020
  • 9 replies
  • 41 views

I have purchased QB Pro 2021 ten days ag and was told that it can track inventory. However, when setting up New Item, it offers only Service, Non-Inventory, Other Charges... No inventory items! What can be done? Thank you so much in advance.

Best answer by AileneA

I want to welcome you first to the QuickBooks family, ConA.  

 

Let's enable the inventory feature first from the Preferences page to sort it out. 

 

I'll provide steps on how to resolve your issue to show the Inventory items. Here's how: 

 

  1. Go to the Edit tab and select Preferences
  2. Choose Items & Inventory, then click on Company Preferences
  3. Put a check-mark on the Inventory and purchase orders are active box. 
  4. Press Ok

 

  

 

Once done, start setting up the inventory items you are selling in the Item List window. 

 

Here's how:

  1. From the Lists tab, choose the Item list.
  2. Right-click anywhere and press New or Ctrl+N.
  3. In the Type drop-down arrow, select Inventory Part.
  4. In the Item Name/Number field, enter the name of the item.
  5. Select an Income Account for your sales.
  6. Enter the quantity in the On Hand field.
  7. Complete other fields, as needed, and click OK. 

​​​​​​​

Please check this article to see steps on how to adjust the quantity or total value of your products in QuickBooks Desktop: Adjust your inventory quantity or value in QuickBooks Desktop

 

Let me know how everything turns out. If you get the same result, let me know so we can try another steps so you can add inventory items. Have a great day!

9 replies

AileneAModeratorAnswer
Moderator
October 29, 2020

I want to welcome you first to the QuickBooks family, ConA.  

 

Let's enable the inventory feature first from the Preferences page to sort it out. 

 

I'll provide steps on how to resolve your issue to show the Inventory items. Here's how: 

 

  1. Go to the Edit tab and select Preferences
  2. Choose Items & Inventory, then click on Company Preferences
  3. Put a check-mark on the Inventory and purchase orders are active box. 
  4. Press Ok

 

  

 

Once done, start setting up the inventory items you are selling in the Item List window. 

 

Here's how:

  1. From the Lists tab, choose the Item list.
  2. Right-click anywhere and press New or Ctrl+N.
  3. In the Type drop-down arrow, select Inventory Part.
  4. In the Item Name/Number field, enter the name of the item.
  5. Select an Income Account for your sales.
  6. Enter the quantity in the On Hand field.
  7. Complete other fields, as needed, and click OK. 

​​​​​​​

Please check this article to see steps on how to adjust the quantity or total value of your products in QuickBooks Desktop: Adjust your inventory quantity or value in QuickBooks Desktop

 

Let me know how everything turns out. If you get the same result, let me know so we can try another steps so you can add inventory items. Have a great day!

December 24, 2021

Will QB assign a stock number when I enter my inventory items?  I am currently using a different program that assigns the next consecutive number every time I enter a new item.  I would like to start using QB but I need to have that option.  That's the number I use when I do a physical inventory count and it what I use to enter an item on a customer invoice.

QuickBooks Team
December 24, 2021

I’m glad to see you on this thread, J_L.


Let me provide some information on how QuickBooks Desktop (QBDT) handles inventory products.


The desktop program can integrate with different applications. This is to enhance our customers’ experience using the product's features.


Since you’re using one, I suggest contacting their customer support. Then check if they can link the app to QBDT and map the items to automatically assign the stock number. Otherwise, you’ll have to manually enter the stock number of your items.


I’m adding some links below for future references. These resources contain topics about setting up the Advanced Inventory. From there, you’ll learn how to track inventory stored at different sites or locations.

 

 

Also, this reference will guide you on how to add, edit, and delete items. The article provides detailed information about the item types in QBDT.


Drop a comment below if you have additional questions about tracking inventory items. I’ll be glad to answer them for you. Have a great weekend.

Fiat Lux - ASIA
Level 14
October 29, 2020

You have to enable the feature first.

Navigate to Edit menu > Preferences > Item & Inventory > Company Preferences