cancel
Showing results for 
Search instead for 
Did you mean: 
lighthouseantiqu
Level 2

QBO Plus - I have about 700 items in my inventory that need to be changed from taxable to non-taxable. What is the quickest way?

 
Solved
Best answer September 12, 2020

Best Answers
AileneA
QuickBooks Team

QBO Plus - I have about 700 items in my inventory that need to be changed from taxable to non-taxable. What is the quickest way?

Hi there, lighthouseantiqu. 

 

Welcome and thank you for posting here in the Community. Allow me to help share information about updating the inventory items from taxable to non-taxable. 

 

We can edit/change the inventory items from taxable to non-taxable, however, we don't have the option to edit/update the inventories in a bulk. You may need to update the items individually.  

 

Though, we can import the existing inventory list you have and import it through Excel. You just need to edit the column for taxable to non-taxable. Then import the new list. Once you're on the import screen there is an option to overwrite entries with duplicate names at the bottom of the screen. Just mark check the box to prevent any identical in your inventory list.

 

I believe that updating the items in a bulk saves time while working with your inventories. I'll take this opportunity to tap our product developers to be considered in the updates. I know this option is what you need for your business, and our product development team is working hard to add new features that most of our customers suggested. 

 

In the meantime, you can visit our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features. The new things are always rolling out for QuickBooks to make work easier. Here's the link: The QuickBooks Blog.    

 

Please reach out with me here if there's anything else you need, I'm determined to ensure your success. Wishing you and your business continued success in all that you do. Have a great day!

View solution in original post

4 Comments 4
AileneA
QuickBooks Team

QBO Plus - I have about 700 items in my inventory that need to be changed from taxable to non-taxable. What is the quickest way?

Hi there, lighthouseantiqu. 

 

Welcome and thank you for posting here in the Community. Allow me to help share information about updating the inventory items from taxable to non-taxable. 

 

We can edit/change the inventory items from taxable to non-taxable, however, we don't have the option to edit/update the inventories in a bulk. You may need to update the items individually.  

 

Though, we can import the existing inventory list you have and import it through Excel. You just need to edit the column for taxable to non-taxable. Then import the new list. Once you're on the import screen there is an option to overwrite entries with duplicate names at the bottom of the screen. Just mark check the box to prevent any identical in your inventory list.

 

I believe that updating the items in a bulk saves time while working with your inventories. I'll take this opportunity to tap our product developers to be considered in the updates. I know this option is what you need for your business, and our product development team is working hard to add new features that most of our customers suggested. 

 

In the meantime, you can visit our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features. The new things are always rolling out for QuickBooks to make work easier. Here's the link: The QuickBooks Blog.    

 

Please reach out with me here if there's anything else you need, I'm determined to ensure your success. Wishing you and your business continued success in all that you do. Have a great day!

View solution in original post

Fiat Lux - ASIA
Level 15

QBO Plus - I have about 700 items in my inventory that need to be changed from taxable to non-taxable. What is the quickest way?

@lighthouseantiqu 

You may export the data out to XLS, modify the tax status, and import them back in bulk.

NameTypeUnitPriceSKUQtyOnHandInvStartDateInvAssetAccountSalesDescriptionTaxablePurchaseDescriptionPurchaseCostIncomeAccountExpenseAccount
Gift CertificateNonInventory25    $50 Gift CertificateY$50 Gift Certificate15Product SalesPurchases
Music TitlesNonInventory20    Artist CDsYArtist CDs12.5Product SalesPurchases
HandheldsNonInventory100    Portable Game PlayerYPortable Game Player50Product Sales

Purchases

 

 

Utilize a 3rd party tool to do so.

https:// transactionpro.grsm.io/qbo

 

lighthouseantiqu
Level 2

QBO Plus - I have about 700 items in my inventory that need to be changed from taxable to non-taxable. What is the quickest way?

I attempted editing the inventory in QBO+, but it was too time consuming. A batch editing tool for inventory is needed in my opinion. 

 

Next, with a bit of trepidation, I download my inventory to an xls file, edited the entries from taxable to non-taxable and uploaded my edited file to QBO+, thus overwriting my existing 700 items in inventory that needed the modification. I have not detected any errors in my inventory after doing this and it seems to be an acceptable solution. 

 

Thank you

 

Steven L Koska

Lighthouse Antiques

Houston, Texas

lighthouseantiqu
Level 2

QBO Plus - I have about 700 items in my inventory that need to be changed from taxable to non-taxable. What is the quickest way?

Thank you for responding. I ended up exporting my inventory to an xls file, editing the entries from taxable to non-taxable and uploading them back to QBO+, thus overwriting my existing inventory entries. There seems to be room in this method for damaging my OBO+ due to errors or unintended mistakes, but that does not appear to have happened. I did not resort to a 3rd party app.

 

Kind Regards,

 

Steven L Koska

Lighthouse Antiques

Houston, Texas

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us