This item type is used for products your company buys but does not track.
To add this as an item, you will need to add a new item within the Items app, and choose Non-Inventory Part.
If you do not see the Items app, you will need to get access permission for this app from your administrator. The Items app is found in the Accounting Lists Pack.
Note: Adding this Item type differs depending on whether you use QuickBooks Desktop or QuickBooks Online. Both are outlined below in their respective sections.
QuickBooks Online - Non-Inventory Part
When you select Non-Inventory Part, you will be taken to the New / Edit Non-Inventory Part screen with the following fields.
Field | Description |
Name / Number | Identify the product by name or by number. |
Category | Choose the item category. |
Income Account | Choose account associated with the customer payment. These options are synced from QuickBooks. |
SKU | The Stock Keeping Unit (SKU) is a unique alphanumeric code used to identify and track inventory items. |
Sale
Field | Description |
| Check to enable item to show on Sales transactions and show the below sales fields. |
| Allow your customer to reorder this item on their customer portal. (Not visible unless Reorders are enabled in the Opportunities App preferences). |
Sales Description | Include descriptions of what will be sold. |
Prices are | Choose whether or not prices are:
|
Sales Price Inclusive | Amount charged for item, which includes the tax. |
Sales Price | Amount charged for this item. Only appears if Exclusive of Tax or Out of scope of Tax is selected. |
Tax Code | Tax code for this sales amount. |
Used On Sales TransactionsPurchase
Field | Description |
| Check to enable item for purchase transactions and show the below purchase fields. |
Purchase Description | Include a description of what item was purchased. |
Costs are | Choose whether or not costs are:
|
Purchase Cost Inclusive | Price of item purchased, which includes the tax. |
Purchase Cost | The price of the item purchased from the vendor. |
Purchase Tax Code | Tax code for the purchase. |
Expense Account | The account expensed for the purchase. These options are synced from QuickBooks. |
QuickBooks Desktop - Non-Inventory Part
When you select Non-Inventory Part, you will be taken to the New / Edit Non-Inventory Part screen with the following fields.
Field | Description |
Name / Number | Identify the product by name or by number. |
Subitem of | A non-inventory part may be considered a subitem of an existing item already in your QuickBooks account (for example, it may be used in the construction of an assembled inventory item). Use this drop down list to associate it with an existing item. |
Manufacturer's Part Number | The part number assigned to this part by the manufacturer. |
Unit of Measure (U/M) | Specify how your parts are measured (for example, in units, sets, etc.) These options are synced from QuickBooks. |
Income Account | Choose account associated with the customer payment. These options are synced from QuickBooks. |
Sale
Field | Description |
| Allow your customer to reorder this item on their customer portal. (Not visible unless Reorders are enabled in the Opportunities App preferences). |
Sales Description | Include descriptions of what will be sold. |
Sales Price | Amount charged for this item. |
Tax Code | Tax code for this sales amount. |
Purchase
Field | Description |
| Click this option if the item in question is used to assemble other items, or if it is purchased specifically to be used in conjunction with a particular Job (for example, a cleaning spray might be purchased to be used in a Cleaning Service job). |
Purchase Description | Include a description of what item was purchased. |
Cost | The price of the item purchased from the vendor. |
Preferred Vendor | The vendor from whom you most commonly purchase this item. The list is synced with your QuickBooks account. |
Expense Account | The account associated with the expense. These options are synced from QuickBooks. |
Save, Delete, and Inactivate Buttons
When adding or viewing the item, the following buttons are available.
Button | Description |
Make Inactive | Mark the item as Inactive. It will no longer show up in the list when active items are being shown. |
Delete | Permanently remove the item. This cannot be undone. This button only shows if the item hasn't been used in a transaction. |
Save ( | Save button menu. Options below: |
Save | Save the item. |
Save & New | Save the item and clear the screen for a new item. |
Save & Back | Save the item and go back a screen. |
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