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Level 1

Using items instead of categories for bills

I manage a 100% service business (orthodontic office). Currently, I enter bills using categories but I've always been tempted to explore using the item details instead for certain vendors. My goal would be to monitor individual item costs over time so I can see if prices are going up and if I need to shop around it would be easier to comparison shop if I had the price data (gloves, masks, brackets, wires, etc.). I would never be interested in a COGS or anything like that. All of our individual account (i.e. patient) income is tracked in a different software program. From what I've read, this isn't the normal use of the item details feature so I'm just curious if what I'm thinking would work and/or if there's a better way to do what I'm trying to do? Thanks!

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Best answer 02-27-2020

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Level 15

Using items instead of categories for bills

Doing that is fine.  items are what you do, sell, make, purchase

 

I use non inventory items for what you are talking about, no matter the qty I order using a non inventory item the full amount posts immediately to the expense account listed on the item - non inventory does not stock qty

 

but I can report on that non inventory to see the total qty ordered per date range, helps me to decide whether or not I need to start stocking the item.  

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Level 15

Using items instead of categories for bills

Doing that is fine.  items are what you do, sell, make, purchase

 

I use non inventory items for what you are talking about, no matter the qty I order using a non inventory item the full amount posts immediately to the expense account listed on the item - non inventory does not stock qty

 

but I can report on that non inventory to see the total qty ordered per date range, helps me to decide whether or not I need to start stocking the item.  

View solution in original post

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Level 1

Using items instead of categories for bills

If I am being charged sales tax and Shipping on the invoice for some items how do I enter that in item detail? 

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QuickBooks Team

Using items instead of categories for bills

Hello there, @nbuckler.

 

You can enter the shipping charge as another line item in the invoice. In the meantime, you'll need to enter a product/service item for the shipping charge and mark it as non-taxable. 

 

Here's how:

  1. On the left panel, hover your mouse on Sales, and choose Products and Services
  2. Click on New.
  3. Choose Non-Inventory.
  4. Untick the Is taxable checkbox.
  5. Click on Save and Close.

I recommend this article for a reference about modifying invoices in QuickBooks: How to Customize Invoices in QuickBooks Online.

 

If you have any other concerns, please let me know so that I can help. I'm always right here to assist

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