How do you access the item list in QuickBooks?

To find them, click the Gear icon beside the company name and, from the menu that appears, click All Lists in the second column from the left. QBO displays the Lists page shown.

What is included on an item list in QuickBooks?

Check out Webucator’s QuickBooks classes. An item is anything that you purchase from your vendors or sell to your customers. Examples of items include products, services, late fees, and shipping charges. Before you record any sales or purchase transactions, you should plan and create the items for your item list.

Does QuickBooks have a help desk?

If you use QuickBooks 2017 or later, press F1 or select Help > QuickBooks Desktop Help to get help faster. For the best support experience, make sure you update QuickBooks to the latest release.

How do I clean up my QuickBooks item list?

How to clean up inventory in QuickBooks

1. Ensure your item list is accurate. Review the Asset Account, Cost of Goods Sold and Inventory Accounts to ensure the appropriate types are selected.
2. Do not post to Inventory Accounts.
3. Use the Items Tab when recording inventory.

How do I put inventory items in QuickBooks desktop?

Here’s how:

1. From the Lists tab, choose the Item list.
2. Right-click anywhere and press New or Ctrl+N.
3. In the Type drop-down arrow, select Inventory Part.
4. In the Item Name/Number field, enter the name of the item.
5. Select an Income Account for your sales.
6. Enter the quantity in the On Hand field.

How do I put items in QuickBooks desktop?

To create service items in QuickBooks Desktop Pro, click the “Item” button in the lower-left corner of the list window. Then select the “New” command from the pop-up menu. In the “New Item” window, select “Service” from the “Type” drop-down. Enter a name for the service into the “Item Name/Number” box.

How do I use the price level list in QuickBooks?

You can create price levels in QuickBooks and assign them to individual sales transactions. Fill in the field next to Price Level Name, and then click the arrow next to Price Level Type. Select Fixed %. Select decrease from the drop-down list on the next line and enter your percentage number.

How do I talk to a QuickBooks expert?

Contact Us

1. Sales Contact Number: +1 (877) 683 3280.
2. Monday-Friday: 5 am – 6 pm PST.
3. Saturday-Sunday: 7 am – 4 pm PST.

How do I clean up my QuickBooks file?

Cleanup Basics for Your QuickBooks Company File

1. Choose the File → Utilities → Condense Data command.
2. Select the Transactions Before a Specific Date radio button.
3. Specify the Remove Transactions Before date.
4. Click Next when you finish specifying which transactions QuickBooks should remove.

How do I clean up company data in QuickBooks?

From the File menu, select Utilities, then choose Clean Up Company Data….Use the Clean Up Company Data utility

1. Missing data after an update is applied.
2. Running Verify Data ends with a data damage message.
3. Opening a program list takes longer to open than usual.
4. Pulling up a form or report displays incorrectly.

Is QuickBooks good for inventory?

QuickBooks isn’t designed for inventory management. With this emphasis on meeting your accounting needs, QuickBooks provides limited offerings for inventory management. As a result, the software may fail to meet your inventory management expectations, but it’s not designed to.

How to create service items in QuickBooks Desktop pro?

Create Service Items in QuickBooks Desktop Pro: Instructions To open the “Item List” window, select “Lists| Item list” from the Menu Bar. To create service items in QuickBooks Desktop Pro, click the “Item” button in the lower-left corner of the list window. Then select the “New” command from the pop-up menu.

Can you delete list items in QuickBooks Desktop pro?

This lesson shows you how to inactivate list items in QuickBooks Desktop Pro. In QuickBooks Desktop Pro, you can only delete list items you have not used in any transactions. If you try to delete a list item you used in a transaction, QuickBooks Desktop Pro warns you that it cannot be deleted.

What are the different types of items in QuickBooks?

The first step in setting up an new Item is to select the Type. While there are several Types of Items, the list below contains the basic ones. Service – work, either performed BY your company for a client/customer or FOR you by a vendor/subcontractor. Inventory – products you make or buy then sell; you keep these Items on hand for future sales.

Where can I find help with my QuickBooks?

Welcome to QuickBooks Support. Find QuickBooks help articles, Community discussions with other QuickBooks users, video tutorials and more. . Selecting a product below helps us to customize your help experience with us. Watch videos on the basics. Find courses for more detailed tips and tricks.