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diegoborgh
Level 1

Quickbooks for Mac - Need help setting up inventory system

I apologize, I'm not that experienced with QB.

I don't normally sell physical items, I sell services.

But one service I had to add, requires the assemble of several items (hard drive, enclosing case, carrying case)

When I buy these items, how do I enter those in QB for Mac, and how do I combine those into one final assembled unit?

Should I enter as inventory? Sometimes I order these items when I have a sell order, so I don't normally carry in stock.

 

Thank you!

Solved
Best answer September 03, 2020

Best Answers
MichelleBh
QuickBooks Team

Quickbooks for Mac - Need help setting up inventory system

 Hi there, @diegoborgh.

 

It's my pleasure to provide the difference between Inventory and Non-Inventory in QuickBooks for Mac.

 

Inventory- refers to goods that are in various stages of being made ready for sale. 

Non-inventory- these are items that the business does not sell but are required for internal operations.

 

Since you don't normally carry a stock, I suggest recording the item through Non-inventory. 

 

Heres' how: 

 

  1. Go to the List located on the upper left side, then choose Items. 
  2. On the Item List window, select the (+ )or New tab. 
  3. Pick the type of item, then complete the required information. 
  4. Hit Save

 

Once done, you can now create a group item so you can combine those items in one assembled unit in QBDT. Please note that you're unable to reverse it once you merge the two items in QBDT.

 

Let me guide you how:

 

  1. Go to the Lists tab, then choose Items.
  2. Right-click the item, then select the Edit item button.
  3. Modify the item name to the same name as the item you're combining it with. 
  4. Hit OK, then Yes, to merge the two items. 

For the detailed guide, please visit this link: Add, edit, and delete items.

 

For future reference, I suggest visiting this website: QuickBooks Desktop for Mac. This link contains step-by-step instructions about effectively managing your account, invoices, income, expenses, banking, and inventory. 

 

Let me know if you have follow-up questions by hitting the Reply button below. I'm always here to help. Have a great day!

View solution in original post

2 Comments 2
MichelleBh
QuickBooks Team

Quickbooks for Mac - Need help setting up inventory system

 Hi there, @diegoborgh.

 

It's my pleasure to provide the difference between Inventory and Non-Inventory in QuickBooks for Mac.

 

Inventory- refers to goods that are in various stages of being made ready for sale. 

Non-inventory- these are items that the business does not sell but are required for internal operations.

 

Since you don't normally carry a stock, I suggest recording the item through Non-inventory. 

 

Heres' how: 

 

  1. Go to the List located on the upper left side, then choose Items. 
  2. On the Item List window, select the (+ )or New tab. 
  3. Pick the type of item, then complete the required information. 
  4. Hit Save

 

Once done, you can now create a group item so you can combine those items in one assembled unit in QBDT. Please note that you're unable to reverse it once you merge the two items in QBDT.

 

Let me guide you how:

 

  1. Go to the Lists tab, then choose Items.
  2. Right-click the item, then select the Edit item button.
  3. Modify the item name to the same name as the item you're combining it with. 
  4. Hit OK, then Yes, to merge the two items. 

For the detailed guide, please visit this link: Add, edit, and delete items.

 

For future reference, I suggest visiting this website: QuickBooks Desktop for Mac. This link contains step-by-step instructions about effectively managing your account, invoices, income, expenses, banking, and inventory. 

 

Let me know if you have follow-up questions by hitting the Reply button below. I'm always here to help. Have a great day!

View solution in original post

diegoborgh
Level 1

Quickbooks for Mac - Need help setting up inventory system

Thank you so much for this detailed answer! I never got the notification that someone replied so I apologize for the delay.

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