Item Setup and Organization - Inventory Setup - Use Items in QuickBooks ✔
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Video brief
The Fourlane Partner discussed the different types of items available in QuickBooks Enterprise, including inventory parts and assemblies, service items, and double-sided items for job costing. She emphasized the importance of properly structuring items in the system to get more information out of it, including using parent-sub relationships or categories. The presenter also demonstrated how to use custom fields and answered questions about deleting items and using assembly items for construction estimates.
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Key points
1. The presenter discussed the setup and organization of items in QuickBooks Enterprise.
2. QuickBooks users often set up items incorrectly over time, so it's important to understand the flexibility and changes in item types.
3. The recommended structure for the item list includes using categories and parent-sub relationships.
4. Using items is necessary for certain transactions, such as invoicing and estimating.
5. Different item types serve different purposes, such as service items for tracking time and inventory parts/assemblies for tracking inventory.
6. Inactive items can only be inactivated, not deleted, if they have been used in any transaction.
7. Custom fields at the item level can provide additional report information.
8. Categories help organize the item list and provide better reporting capabilities.
9. Categories can be used in addition to or instead of parent-sub relationships.
10. Proper item organization can provide valuable information for reports, such as gross margin and inventory evaluation.
00:00 Tutorial Markers
00:15 Item Setup & Organization
03:30 Item List & Creating Items
04:45 Item Types
06:58 Inventory Part & Inventory Assembly
07:45 Deleting/Inactivating Items
12:44 Group Items
15:20 Why are Items needed?
17:00 Custom Fields
19:00 Sales by Item Summary Report
19:50 Header/Sub Items
22:05 Categories
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