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Kphelan2018
February 10, 2020
Solved

Item list type

  • February 10, 2020
  • 1 reply
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This is my dilemma.......any suggestions would be greatly appreciated.

When I started with my current company 3 years ago all of their Items were listed as Service Items instead of inventory. I have been discussing with the accountant the best way to fix this as we have inventory and they make a 'guesstimate' at the end of the year for inventory. This as a bookkeeper is driving me nuts. I know in QB desktop you can not change the type from Service to Inventory.  Whenever I can not match a plant with a customer and its not out in the yard it also drives me nuts because I find out the boss has sold it on a job but not billed the customer. This is a very small business with 5 employees and boss isn't as malicious as I am with the books. "Its why I hired you" she says..please any help. If I have to redo the Item list to retype them then I will but have over 200 items, maybe an easy way to do it suggestion? Thanks so very much in advance.

    Best answer by Joshua R

    Hey there, @Kphelan2018.

     

    I suggest reaching out to our support team so they can get a better understanding of what's going on; they have all of the right tools to point you in the right direction. You can also take a look at Add, edit, and delete items for more information on making changes to items. 

     

    Please come back if you have any other questions, thanks for reaching out to the Community!

     

    1 reply

    J
    Joshua RAnswer
    February 10, 2020

    Hey there, @Kphelan2018.

     

    I suggest reaching out to our support team so they can get a better understanding of what's going on; they have all of the right tools to point you in the right direction. You can also take a look at Add, edit, and delete items for more information on making changes to items. 

     

    Please come back if you have any other questions, thanks for reaching out to the Community!

     

    S
    Super
    December 21, 2020

    On my item list, I added all the different sections, item name, description, manufacturer, vendor etc.

     

    I can search for anything under item list except by using manufacture's name.

     

    Its only found if I insert under attribute and I need that field.

     

    Please assist.

     

    Thanks

    Rose-A
    Rose-A
    December 21, 2020

    Hey there, Super.

     

    Did you create a custom field named Attribute and wanted to show this on the item list screen? If so you can customize the columns on your lists to show and search for the information you need.

     

    Here's how:

     

    1. On your item lists screen, right-click and select Customize Columns.
    2. From the Available Columns, select the custom field (Attribute).
    3. Click Add.
    4. Hit OK.
       
    5. This column will show on your Item Lists screen.

    To help you utilize your custom fields, you can refer to this article: Create and use custom fields in QuickBooks Desktop. This will provide you steps on how to add these fields on your sales forms as well as showing it on your reports.

     

    If you're referring to something else, please let me know. I'd be more than willing to lend you a hand. Have a good one.

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