QuickBooks Inventory Setup

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Опубликовано:

7 сен 2024

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Комментарии : 44

@nerdenterprises 11 лет назад

Hi Ruth. I use the excel sheet to plan it out before I go into QuickBooks with it so that I am sure I have everything laid out the way I want first. It can be a cumbersome task later on if I find out I skipped an important detail in naming my items or in deciding what information I want to track about the items, where and how.

@tbadj649 8 лет назад

I love the point about the asteriSK, not the "asteriks". Excellent!

@nerdenterprises 11 лет назад

You can create the sub-item and then you have to go through each transaction you have so far on the original item and re-assign it. If the sub-item already exists as an item then just edit the item and make it a sub-item of whichever item you would like to be it's "parent."

@UnsettlingSun 8 лет назад

Damn props for using Miami Vibe as the intro song

@nerdenterprises 11 лет назад

I think I'd have to see what's going on. The first question I have is have you tried seeing it through and seeing if the quantities are coming in and just not displaying entirely? If not then you might have to bring in your items first and then do an inventory adjustment to get the quantities in.

@jamesmanriquez1183 10 лет назад

The error in the total cost field is caused by the cost field importing the formula from excel. If you are importing thousand and thousands of inventory items this can be very time consuming to click on each line to fix as proposed by the video. Below is my recommendation to fix prior to importing into QuickBooks. Before importing your excel file into quickbooks you need to highlight the range of all the cells in the total cost field (where the formula is) and then hold down the CONTROL key and then press C. This will copy all the highlighted cells to the clipboard. Make sure the range is still highlighted and then do a PASTE SPECIAL and then choose VALUES. This will convert the highlighted formulas to the value of the computed formula. Now when you import into quickbooks, you are importing a value and not a formula. Hope this helps!

@nerdenterprises 10 лет назад

Great solution, thanks James!

@donnamallins4510 Год назад

We make our owe Products. How do I add them into the inventory?

@nerdenterprises 11 лет назад

Are you looking to create your database in QuickBooks or Excel? I can create a form in Excel for you if you like - actually the one you downloaded from this video can be used for the purpose.

@obduliosoriano571 4 года назад

How do I add the inventory part account on the list? the non-inventory account comes up on the drop down but not the inventory part one.

@ManuelGonzalez-pw1lv 8 лет назад

I have a construction material store where we buy from customer and stores (such as lowes and Home Depot) and of course sell the material. But our QB looks nothing like this to try to track our inventory. We have all the products in with pricing but when we put the receipts of what has been sold or bought the inventory numbers don't match up. Is there something we could be doing wrong? We've been audited before and they took a lot of inventory because it wasn't being tracked right. Is there another template we would have to purchase to keep track?

@nerdenterprises 8 лет назад

+manuel gonzales That is something we can probably help you with in a remote session. We'd have to see what you are doing and looking at in order to be able to figure out what is going on, and how to solve it. You can sign up for a session with us here at www.schoolofANSWERS.com

@sg5015 9 лет назад

is there a way to have a size grid preset for any given item. which would allow us to enter the qtty per size . having QB total it in the total result

@tonercorporation5321 4 года назад

We just upgraded to the latest version of Quickbooks from v.8 :)

@xiaokechen1286 9 лет назад

How shall I upload my inventory (excel file) to QuickBooks on line plus?

@yvetterichey5328 7 лет назад

Thanks for you video. I had 940 items to add to QB. The excel sheet proved invaluable. Some errors I had: $ signs show up for some items even though the column was general numbers. Some of my items had too many characters and when QB dropped the end, I had duplicate items to fix. All in all it was a great way to enter the inventory. I do have a question, the subitems are also listed in the items column and I cannot delete them, are they suppose to be there?

@fortpotatos1445 6 лет назад

is the first row setup in a particular way so that quickbooks can read it?

@card4u2 11 лет назад

I set up our inventory from excel to quick books, but I forgot to put subitem. I want to separate the Equipment to Parts. But now it was mixed up because it was sorted automatically. How can I assign sub item to separate the Equipment from Parts. Please help me. I am very new to this quickbooks. We are using QuickBooks Premier Plus 2013. Hope you can help me. thank you.

@IRideBurton21 11 лет назад

The issue I am having is my quantity on hand is in the thousands or hundreds of thousands for some items, but whenever I paste it into quickbooks all of the zeroes disappear. Any solution?

@rtaylor3350 11 лет назад

Thanks for posting this. I currently have QB2007 and haven't upgraded to 2013 yet. But, I'm wondering why you entered in to Excel first and pasted into Quickbooks. Is it because of the copy down feature in Excel to save typing of products? I also don't want to average necessarily, I want to change the cost each time I purchase inventory if my cost changes or I sell for a higher price. thanks :)

@dianacalle9321 8 лет назад

Que opcion debo elegir para inventariar los activos fijos de la empresa, como los vehiculos y equipos que uso de la emprea

@nerdenterprises 8 лет назад

+DIANA CALLE No comprende :(

@nerdenterprises 8 лет назад

+DIANA CALLE Aceptar utilizando Google Translate aquí. Usted no utilizar los elementos para ello. Se podría registrar la compra directamente a una cuenta de activo fijo.

@sandychilders9509 7 лет назад

If I have a product that you cn purchase 2 dif sizes what sub item category would i use? example i sell vinyl in 63 colors and each color you can purchase either a 12 x 12 sheet or a 12 x 24 sheet. so do i sub item it at the name brand or the color

@sandychilders9509 7 лет назад

I should be clearer. I get a large roll and cut it down when a order is placed into either a 12 x 12 sheet or a 12 x 24 sheet and i also sell bundle packages which include the same sizes but at a cheaper price.

@williamshipley6629 9 лет назад

I have products with many sub-parts. In order to keep track of the inventory of the individual parts, do I need to make them sub-items? I should note the products share many parts. So how do I sub categorize the shared parts?

@nerdenterprises 9 лет назад

Sounds like you might need to use Assembly items, but I would need more info about what you buy and what you sell and what happens in between :)

@rupatiwari2958 9 лет назад

William Shipley This is really very nice video. This video is very useful that how to use inventory in quickbooks. I also found something interesting and useful like this is Grathaw master accounts expert. You can search it on google, if you want.

@mcelfresh189 7 лет назад

i am manually adding my inventory and it's quantity/cost, recording it to the inventory asset account..........however, the charge where i bought the inventory via paypal is also coming in through paypal sync being automatically recorded as an expense.....how should i categorize that charge to offset where i already added it manually? do i delete the paypal charge for it? or is it classified as owner investment?

@nerdenterprises 7 лет назад

Hi. This begs the question, how / why are you adding inventory manually? Without knowing that, I can't answer the question. If the inventory purchases are being made through PayPal, then you should record them through those payments, and not manually.

@mcelfresh189 7 лет назад

because they are large payment for multiple different items bought at auction or goodwill, so i split up the cost and enter them manually to match my listing titles in eBay. then when the sale comes in it matches up and grabs the items on the sales receipt.

@lanovialatina 11 лет назад

Hi, i just purchase your quickbooks inventory form, what i really need is to created a inventory database do you have anything like that on video or can you make me one and teach me how to do it

@chandrikashah2300 5 лет назад

how do i put closing inventory in quick book

@r.venkitachalampillay8310 5 лет назад

How can I allocate inventory job wise

@nerdenterprises 5 лет назад

Hi. When you invoice a customer for inventory it will be allocated to that customer.

@nerdenterprises 11 лет назад

If you call you can leave a message. I have not gotten any messages from you which makes it hard to call you back! If you put more emphasis on letting me know you called I promise to put more emphasis on getting back to you! My website is not hard to find. Google "Nerd Enterprises"

@kassandrarose9863 8 лет назад

can you enter an item without a price ?

@nerdenterprises 8 лет назад

+Kassandra Rose Yes, you can. The price is really just a reference point, so that if you use it in an invoice, that standard price will come up. Leaving it blank, means the price will come up as $0.00 on the invoice, so you'll need to enter that manually, each time you use it.

@Squaredawaysurplus 11 лет назад

Sir, I am new to retail and own the company Squared Away Surplus As I am the only one running the company for now, I alone run and manage this site. I have found multiple videos to study, and the biggest problem I have, is the company of mine is revolved around Drop shipping, for now. I know use volusion which uses a great integration, of import and export. I am needing some help, if you could email me personally or respond, Thanks!

@aprilvincentcross3942 6 лет назад

Squared Away Surplus LLC rucxfhvnanshhwhegheqhhwjjsjkejeinenrjjedu4ysy

@yummyuly11 11 лет назад

I tried to hire you, but you don't answer the phone and I could not find the website in your voicemail, maybe because you do not spell it out or really put that much emphasis on people making it there...

@laneylandis8001 8 лет назад

How much do you charge for private training?

@nerdenterprises 8 лет назад

+Laney Landis Hi! All of our support plans are outlined at www.schoolofanswers.com - they range from 1 hour to 20, so it just depends on how much on going support you want / need.