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VanguardAccounting
Level 2

Inventory Issue

All of our items should be non-inventory items, but I am seeing that an inventory item can NOT be changed to non-inventory.  What is the best solution for our currently categorized inventory items?  Do we create all new items for them and categorize them as non-inventory?  Is there anything I’m missing that would have a negative affect on our books by doing this? Since these item numbers were already used as inventory, what is the best solution for creating new numbers? 

 

Thank you!

Solved
Best answer June 28, 2021

Best Answers
RenjolynC
QuickBooks Team

Inventory Issue

Thanks for your prompt reply, VanguardAccounting.

 

You'll encounter this error if the same name/number has been previously entered. Let's make sure to select the Include inactive option to see all the items that has the same name/number.

 

Before doing so, please make sure to update your QuickBooks to the latest release. Then, follow these steps:

 

  1. Go to List < Item List.
  2. In the Item List window, put a check mark on the Include inactive box located at the bottom.
  3. Search for the item name/number in the search field. 

I've got this sample screenshot for a visual reference:

 

 

If there's a duplicate item, you can edit it to change the name/number. The instructions are included in this article: Add, edit, and delete items.

 

Please let me know how things go after trying this out. I'm here to make sure your concern is resolved. Take care!

View solution in original post

5 Comments 5
JoesemM
Moderator

Inventory Issue

Thanks for checking in with us,@VanguardAccounting. I'm here to provide the steps you need to change Inventory item to non-inventory in QuickBooks.

 

Yes, you can create a new item and categorized it as non-inventory since you only have the option to change it as an Inventory Assembly-type item. To switch and use non-inventory items, duplicate the inventory items as non-inventory items and use the new set going forward. Then make it inactive or delete them.

 

To get started, we'll need to create a backup file to make sure that the data will be saved before creating a new item. I've got you an article for your reference: Create a Backup of your Company File.

 

  1. Open the Item List window.
  2. Click the Item button in the lower-left corner of the list window.
  3. Select the New command.
  4. In the New Item window that opens, select Non-inventory Part from the Type drop-down
  5. Enter a name for the non-inventory part into the Item Name/Number box.
  6. Continue adding items until you have a new set of non-inventory items that replicate the inventory items. 
  7. Click the OK button to save it into the Item List.

Capture.PNGCapture.PNG

For more details about this, you can refer to this article in managing your items: Add, edit, and delete items.

Once done, you can delete or make the item inactive. Just right-click and choose the option from there.  I’ve attached an image below for your visual reference. 

Capture.PNG

Upon sharing the steps above, I would suggest consulting your accountant. This way, you'll be guided on how to deal with the reconciled transactions that may affect your books. If you're not affiliated with one, you can visit our Intuit Find-A-ProAdvisor site to find certified professionals near you.

 

You might also want to check these links for additional reference in tracking your inventories effectively:

 

 

I'm looking forward to hearing from you again. If you have any other QuickBooks questions, please feel free to add a comment below. I'm always here to help. Have a great day!

Fiat Lux - ASIA
Level 15

Inventory Issue

@VanguardAccounting 

Export your Item List data to XLS with an exporter tool and you may get it with the following template

Item NameItem TypeIs ActiveSales DescriptionPurchase DescriptionTax CodeAccount/Income AccountExpense/COGS AccountAsset AccountCostPreferred VendorPrice or %Reorder PointManuf Part NumberUnit of MeasureMax
Green WidgetInventory PartYWidget SalesWidget PurchaseTax   General SalesGeneral Cost of Goods SoldInventory Asset10ABC Vendor151012345 30
General ServicesServiceYServices SalesServices PurchaseNonSpecialized SalesSpecialized Expenses 8DEF Vendor9    
General PartsNon-inventory PartYPart SalesPart PurchasesTax   General SalesGeneral Cost of Goods Sold 7GHI Vendor8    
Misc ChargeOther ChargeYMisc IncomeMisc ChargesNonGeneral SalesGeneral Cost of Goods SoldGeneral Expenses12GHI Vendor15    

 

Modify the Item Type in bulk and import the data back. Utilize one of these migration tools for your convenience.

https://transactionpro.grsm.io/qbd

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

 

VanguardAccounting
Level 2

Inventory Issue

When I do this, it says my item number is already in use. 

RenjolynC
QuickBooks Team

Inventory Issue

Thanks for your prompt reply, VanguardAccounting.

 

You'll encounter this error if the same name/number has been previously entered. Let's make sure to select the Include inactive option to see all the items that has the same name/number.

 

Before doing so, please make sure to update your QuickBooks to the latest release. Then, follow these steps:

 

  1. Go to List < Item List.
  2. In the Item List window, put a check mark on the Include inactive box located at the bottom.
  3. Search for the item name/number in the search field. 

I've got this sample screenshot for a visual reference:

 

 

If there's a duplicate item, you can edit it to change the name/number. The instructions are included in this article: Add, edit, and delete items.

 

Please let me know how things go after trying this out. I'm here to make sure your concern is resolved. Take care!

VanguardAccounting
Level 2

Inventory Issue

Thank you so much for your help! This is exactly what I needed to know!

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