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Locklearm
Level 3

Changing thousands of inventory items to Non inventory in QB Desktop

Greetings

 

Does anyone have any thoughts on the best way to do the above?  

 

1) we tried exporting and changing and not sure from the client if that worked or not yet.

 

2) could duplicate/rename/make inactive but client does not want to do that

 

3) not interested in starting a new QB company

 

So I just do not know anything else to do. Let me know your thoughts

 

9 Comments 9
BigRedConsulting
Community Champion

Changing thousands of inventory items to Non inventory in QB Desktop

One an item is created as an inventory item, you can't change the item type, either directly in QuickBooks or using import.

 

So, if your client is unwilling to hide the inventory items and create new ones, you're rather stuck.

Locklearm
Level 3

Changing thousands of inventory items to Non inventory in QB Desktop

Thank you. Interesting an agent told us we could do the export and import. I suppose the import will work if we start a new database.

BigRedConsulting
Community Champion

Changing thousands of inventory items to Non inventory in QB Desktop

Yes, you could import the list using a different type into a different file.

Fiat Lux - ASIA
Level 15

Changing thousands of inventory items to Non inventory in QB Desktop

@Locklearm 

If you are not familiar with IIF, you can utilize a 3rd party migration tool

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Locklearm
Level 3

Changing thousands of inventory items to Non inventory in QB Desktop

Thanks Fiat, I have used IIF but think using a tool would be helpful. It is my understanding at this point, we cannot export the items and change them to a noninventory and then upload them. Honestly, the client has not used the full features of inventory in QB but rather made JE's for a # of years.

 

I think it is best to either start a new database or they will need to do the changes one by one.  I just can't see an export and import working as a beautiful thing as it will alter historical data at the very least.

Locklearm
Level 3

Changing thousands of inventory items to Non inventory in QB Desktop

Hi everyone 

 

what if we exported and copied and pasted the names (with a change in the name) and made these names Non Inventory. Do you think this would work?

 

LollyNino_C
QuickBooks Team

Changing thousands of inventory items to Non inventory in QB Desktop

Thanks for your time posting in the Community, @Locklearm

 

Yes! You can export the item list to an Excel spreadsheet and edit it instead. Let me show you how:

 

1. Go to the File menu at the top.
2. On the drop-down, pick Utilities, Export, and IIF Files.

3. Choose the Item List on the Export window, then OK.


Once done, right-click the exported file, select Open With, and then Microsoft Excel. Make the necessary changes and save

 

You can check out this article to learn more about editing items in QuickBooks: Add, edit, and delete items

 

For additional information, check out this article for further guidance: Tasks you can do with IIF files.

 

Please mention me in the comment to let me know how it goes or if you have any follow-up questions. I'm always here to help. Have a great weekend.

Locklearm
Level 3

Changing thousands of inventory items to Non inventory in QB Desktop

I think we are going to EXPORT the items, add a unique Identifier to the name, change to the type we are seeking and import as (new additional items <<<not the technical term) but this might work. We are going to try this in a BU copy of the existing data file to see if it works.

Candice C
QuickBooks Team

Changing thousands of inventory items to Non inventory in QB Desktop

Good morning, @Locklearm

 

Thanks for coming back on this thread. 

 

Let us know if this works for you and your business. 

 

I'll be just around the corner when you're ready! 

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