QuickBooks for Mac 2014 User’s Guide 60
Types of items
QuickBooks provides ten types of items to help you fill out sales and purchase forms quickly.
• Service. Use for services you either charge for or purchase, such as specialized labor and consulting hours.
• Inventory part. Use for merchandise or parts you purchase, track as inventory, and then resell.
• Non-inventory part. Use for materials or parts you buy but don't keep on hand as inventory. These can be
either part of your overhead (for example, office supplies), or they can be materials you buy to finish a specific
job and charge back to your customer.
• Other charge. Use for miscellaneous charges that are not services, labor, materials, or parts. Examples include
delivery charges, setup fees, and service charges.
• Subtotal. Use for calculating a subtotal. You must use a subtotal item before calculating a discount or a charge
that covers several items.
• Group. Use for fast entry of a group of individual items already on the Items list.
• Discount. Use for an amount to be subtracted from the total. If you are applying the discount to more than
one item, you must first use a subtotal item and then apply the discount to the subtotal.
• Payment. Use for a payment you received at the time you write an invoice. A payment item reduces the
amount owed on an invoice.
• Sales tax item. Use for calculating a single sales tax.
• Sales tax group. Use for calculating two or more sales taxes grouped together and applied to the same sale.
Adding or editing items
When you choose an item throughout QuickBooks, such as on an invoice, QuickBooks fills in a description of the
line item and calculates its amount for you. Add items to your Items list so you can select them in other areas of
QuickBooks.
To add or edit an item:
1 Choose Lists > Items.
2 Add a new item or open an existing item.
o
To add new Item, click the + menu at the bottom of the item list.
o
To edit an existing item:
!
Double-click the item name.
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Or select the name of the item and click the Edit button at the bottom of the list.
!
Or in the Items list, Control-click the name of the item you want to edit and choose Edit Item
from the shortcut menu.
3 From the Type pop-up menu, choose the item type. I’ll go into what to enter for each item type in the
following sections. One thing to keep in mind is that, you can change an item's type only under these
circumstances:
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