QuickBooks for Mac 2014 User’s Guide 61
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Service, Non-inventory Part, or Other Charge. A service, non-inventory part, other charge, or
inventory part item. If you are changing the item to an inventory part item, the “as of” date you
enter for the total value of the item must be a date that is AFTER the date of the last transaction
that uses the item. Note: You cannot change a Service item to any other type. You can change
Charge and Non-Inventory parts to Service and Inventory types.
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Anything else. Nothing else. You must leave the item type as it is.
4 Enter the item name, as you want it to appear on purchase and sales forms.
5 Enter the item description, as you want it to appear on purchase and sales forms. You can enter
multiple lines for your description, up to 4095 characters. Use Option-Return to put in a line break.
6 In the Rate field, enter the amount you want to charge for the item.
7 In the Account field, choose the account that is associated with this item. (In most cases, you will
assign the item to an income account.)
8 Click OK or Next (if you want to enter another item).
Creating service, non-inventory part, or other charge items
QuickBooks provides three different item types for products or services that you EITHER buy or sell.
• Service—Services that you either charge for or purchase. Examples include specialized labor and consulting.
• Non-inventory Part—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—Miscellaneous charges that are not services, labor, materials, or parts. Examples include delivery
fees, setup fees, and service charges.
If you have products or services that you both purchase and sell, see the information about inventory items and
subcontracted services.
To create items for non-inventory sales or purchases:
1 Decide whether the new item will represent purchases or sales. It CANNOT represent both.
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Purchases—You'll be able to use the item on purchase orders and create purchase reports that
show units purchased and amounts spent by item.
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Sales—You'll be able to use the item on sales forms and create sales reports that show units sold
and sales by item.
2 Choose Lists > Items.
3 Choose New from the Action pop-up menu ().
4 From the Type list in the New Item window, choose the item type.
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