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TreatYourselfBakedGoods
Level 1

Setting Up Standard Items and Pricing for Sales Receipts for Handmade Items - Baked Goods

How do I create standard items and pricing for products that are homemade and sold on an order by order basis?  I have searched so many ways online and cannot find an explanation for this! I am setting up my business in QuickBooks Desktop for the first time and inputting a bunch of transactions I have kept on paper for the last few months. I want to enter sales receipts for past sales, but when I open a new sales receipt under a customer name, none of the choices for "Items" seem to correspond, and I can't figure out how I create a list of items that will be tracked properly for accounting purposes. Here's a little more detail that hopefully will help me get a useful answer:

 

I have a small home business making baked goods on an order by order basis, i.e., I don't keep inventory of baked items like a storefront bakery. A customer orders a dozen macarons, and I make and sell them to that customer. A customer orders a tray of assorted cookies, and I make and sell them to that customer. A customer orders a 9" two-layer chocolate cake, and I make it and sell it to that customer.  

 

How do I create a list of these items at my standard pricing for them so that when I am inputting sales receipts, my standard items and pricing are choices to pick from?

2 Comments 2
DivinaMercy_N
Moderator

Setting Up Standard Items and Pricing for Sales Receipts for Handmade Items - Baked Goods

Welcome to the Community, @TreatYourselfBakedGoods. I’ve got here the options you can use to accurately enter your items sold by order basis.

 

In QuickBooks Desktop (QBDT), you can use the Assembly and unit of measure (U/M) features if you wish to track the inventory ingredients accurately. To start, you'll have to turn on first the inventory settings. Once done, here's how you can add a unit of measure to the item:

 

  1. Go to the Lists menu and select U/M Set List (to enable this feature, refer to this article: Turn on U/M).
  2. Find and double-click the item you want to edit. Then, select Edit or Add new in the Unit of Measure section.
  3. In the Select a Unit of Measure Type, choose a type. Example: Count for dozens or Others if the desired type is not on the list. Then, click Next.
  4. Choose the correct base unit of measure and then, click Next.
  5. Check the box for the appropriate related unit and then, select Next.
  6. Enter the Ratio and select OK. Click Next.
  7. Select defaults unit of measure, click Next and then, select Finish.

 

To get more details about using U/M, feel free to visit this article: Use single and multiple units of measure for items.

 

If in case you don't need to track the inventory ingredients accurately, you just simply create an item and enter it when creating a sales receipt. Let me guide you how:

 

  1. Navigate to the Lists menu and choose Item list.
  2. Select the Item drop-down and click New.
  3. Choose an item type and enter the name.
  4. Then, input the sales rate and choose the account.
  5. Once done, click OK.

 

For more information about adding items in QBDT, feel free to open this link: Add, edit, and delete items.

 

I've also attached here this helpful page to provide additional details on how inventory works in QBDT. You can also find here a list of frequently asked questions about the feature as well as the answers for each of them. 

 

I'm just a post away if you need further assistance in entering your items sold by order basis in QBDT. I got your back. Have a good one. 

QBsguru
Level 7

Setting Up Standard Items and Pricing for Sales Receipts for Handmade Items - Baked Goods

Assembly items will not work unless you purchase your supplies and include them in inventory.  Since you are expensing your ingredients (which I agree with since these are perishable), just set up items and change the sales price when you sell.

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