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Intuit

Get started with your inventory in QuickBooks Commerce

Learn how to set up your inventory in QuickBooks Commerce.

Ready to set up your inventory? We’ll show you how.

Note: Before we get started, learn more about your Initial Costs and Moving Average Costs (MAC).
This helps ensure that QuickBooks Commerce reflects the right info about your operating costs, Stock on Hand Value and Cost of Goods Sold (COGS), as well as show you which products to order and when.

The inventory stores all your product info. Here you can:

  • Create new products and price lists
  • Publish products to different sales channels
  • Update existing product listings

Inventory categories

Here are the categories you can manage in your inventory.

  • Purchased Product: a component or finished goods that you purchase from a vendor
  • Manufactured Product: a finished good that you assemble
  • Pack Size: a numbered grouping of the same product
  • Bundle: a kit or a bundle of different products
  • Batch Tracked Product: a finished good that requires batch or lot numbers to be tracked in addition to expiry dates

Set up your inventory to reflect your business type

When setting up your inventory, it’s important that it reflects your business. Here are some questions to help you tailor your inventory to suit your business.

Within your product assortment, do you currently:

  • Sell purchased products?
  • Sell manufactured products?
  • Sell pack sizes?
  • Sell bundles of one or more products?
  • Sell batch tracked products?

Do you sell your products on one sales channel or more?

If your sales channel is connected to QuickBooks Commerce, here’s how you can add your products to your inventory.

Select which best fits your business:

Ecosystem: 1 sales channel
Assortment: Purchased Products only
Shopify
WooCommerce v2.4 and above
WooCommerce v2.3 and below
Amazon
Ecosystem: 1 sales channel
Assortment: Purchased Products and Bundles or Pack Sizes
Shopify
WooCommerce v2.4 and above
WooCommerce v2.3 and below

If your option isn’t available, submit a request and we’ll help you import your inventory.

Note: If your assortment contains Bundles (like kits) or Pack Sizes, add your Purchased Products & Variants first.
Once complete, then create your Bundles and Pack Sizes.
  1. Go to Inventory, then select Products.
  2. Select Create New.
  3. Follow the instructions.
  4. Fill in the purchased products details. 

Whenever you add a product, keep these fields in mind:

  • Manage stock level: this indicates that you want QuickBooks Commerce as the master of stock for this product. Otherwise, QuickBooks will list the product with infinite stock availability
  • Sellable: this indicates whether or not you can list or sell a product
  • Initial Cost: the dollar value of acquiring one unit of your existing stock on hand
  1. If a product has multiple variants (for example, sold in multiple sizes, colors or flavors), you can create these variants now.
  2. If a product has multiple variants and pack sizes, you’ll see the Product Summary window after you select “Continue to Summary”. Here you can add:
  • An SKU
  • Initial Stock
  • Initial Cost
  • Buy Price
  • Retail Price
  • Wholesale Price
  • Mark the product as sellable
  • Indicate unit weight
  1. Once done, select Create Product.

You can make changes to a product such as add images, edit descriptions, change prices, locations and more. Just select the product you want to edit, then select Edit Product Details.

Note: If your assortment contains Bundles (like kits) or Pack Sizes, add your Purchased Products & Variants first.
Once complete, then create your Bundles and Pack Sizes.

You can add products by batch through CSV files. Here’s how.

  1. Select Bulk Manage, then Import New Products.
  2. Select I need a product spreadsheet template.
  3. Select if your products come with or without options.
  4. Select the product attributes you want to add.
  5. When you’re ready, select Build Product Template.
  6. Select Download Product Sheet, then open the spreadsheet file.
  7. Enter all the required details.
  8. When you’re ready, save the file as .CSV on your computer.

Upload your .CSV file

  1. Go to Inventory, then select Products.
  2. Select Bulk Manage.
  3. Select Import New Products, then I have a spreadsheet with product data ready to upload.
  4. Select Upload, then review your spreadsheet details.

If everything is correct, you’ll see your products in the inventory. Otherwise, you need to correct the errors.

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