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TraderJack
August 9, 2020
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Entering stock items

  • August 9, 2020
  • 2 replies
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Hi, just started using QB online and am having a problem inputting stock items. The problem is to do with the 'Name' field. I have an engineering business and for example, I might sell 50 different types of gaskets with different part numbers. 
So, I've been trying to input different gaskets in the stock control section and have tried using the word 'Gasket' in the name field, the part number in the 'Item/Service Code field and lets say 'Water pump gasket, in the 'description' field.    

The problem is it won't let me use the same name, again lets say 'gasket' in multiple entries. 
So, how do list multiple items with the same generic name, 'Gasket' or 'Spark Plug' but with different part numbers?

Sorry if this sounds a bit basic but any help much appreciated.

Thanks     

Best answer by MaryLandT

I'm here to help you today, TraderJack,

 

Each product or service requires to have a unique name in QuickBooks. You can use the number as the name of the item. Then, create a category to group items of the same type.

 

Let me show you how:

  1. Go to the Sales menu, then select Products and Services.
  2. Select the drop-down More ▼, then Manage categories.
  3. Click New category, then enter the name of the category (Gaskets).
  4. Click Save.

After that, you can add each type of gaskets to the newly added category.

  1. Go to the Sales menu, then select Products and Services.
  2. Find the product or service you want to categorize.
  3. Select Edit from the Action column.
  4. Select the Category ▼ drop-down, then select one that fits this item.
  5. Click Save and close.

Feel free to read through these articles to learn how to manage your products and services:

 

Stay in touch if there's anything else you need. I'm always right here to help.

 

Thank you and stay safe!

2 replies

MaryLandT
MaryLandTAnswer
August 9, 2020

I'm here to help you today, TraderJack,

 

Each product or service requires to have a unique name in QuickBooks. You can use the number as the name of the item. Then, create a category to group items of the same type.

 

Let me show you how:

  1. Go to the Sales menu, then select Products and Services.
  2. Select the drop-down More ▼, then Manage categories.
  3. Click New category, then enter the name of the category (Gaskets).
  4. Click Save.

After that, you can add each type of gaskets to the newly added category.

  1. Go to the Sales menu, then select Products and Services.
  2. Find the product or service you want to categorize.
  3. Select Edit from the Action column.
  4. Select the Category ▼ drop-down, then select one that fits this item.
  5. Click Save and close.

Feel free to read through these articles to learn how to manage your products and services:

 

Stay in touch if there's anything else you need. I'm always right here to help.

 

Thank you and stay safe!

Fiat Lux - ASIA
Fiat Lux - ASIA
August 10, 2020

@TraderJack 

Consider having an inventory management app with the matrix inventry feature to integrate with your QBO.

 

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