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Level 1

Setting up Categories , Desktop

We are currently using QB2019 Enterprise Manufacturing

 

I want to setup product categories.  Is this possible?  We need a cleaner way to setup the products we sell.

If I nest the items, then the Name String gets really long for reporting.

 

Then forget about using a Zebra Scanner because the warehouse doesnt know what to pull due to the length of the characters.

 

If it's not available, if I upgrade what version has it?  Is there a work around?

2 Comments
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QuickBooks Team

Setting up Categories , Desktop

This is just the right place to get the answers that you're looking for, @FSFence.


Aside from nesting accounts and using barcode scanning, QuickBooks Desktop allows us to create custom fields to capture details. You may also consider adding custom fields to track specific info for the products that you sell.

 

Here's how:

  1. Go to the Lists menu and select Item List.
  2. Double-click any item on the list to open and edit it.
  3. Select Custom Fields. Then select Define Fields
    Create
  4. Name your custom field in the Label column. Names aren't case-sensitive.
  5. In the Use column, select the checkbox to turn on the custom field.
  6. Select OK to save the custom field.

 

You can check out our guide on creating and using custom fields in QuickBooks Desktop that I'm sure you'll find helpful.

 

Please let me know if you have other questions or concerns. I'm always around to help.

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Level 14

Setting up Categories , Desktop

What kind of category do you need? You may create Item List, Item Group, Item Fixed Asset, and Item Assembly.

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