


This ensures you don’t double its initial quantity. Then, after saving, track how many of this product you receive from vendors. For example, if you’ll start tracking from the beginning of your fiscal year, enter your products’ quantities at that time.īut if you’re simply adding a new product from a vendor, enter “0” as its initial quantity. Note: If you’re new to QuickBooks, initial quantity on hand depends on what date you plan to start tracking your business. Then enter when you started tracking that quantity in the As of date field. Add your product’s Initial quantity on hand.Step 3: Add your product’s quantity, reorder point, and inventory asset account Select the category from the Category ▼ dropdown.Select the unit from the Unit* ▼ dropdown.Tip: Categories let you group your products and services together so they’re easier to find. Add a Name, SKU, or Category for what you're tracking.Select New or Add a product or service.Go to Get paid & pay and select Products and services ( Take me there).Tip: Already keeping track of your products in a spreadsheet? Save time and import all of them at once instead.
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Once settings are in order, here’s how to add your inventory products. Step 2: Add your product’s name, SKU, and category Make sure to turn on inventory tracking so you can add inventory items. Bundle: Several products or services you sell together as a single item.Service: Services you provide to customers.For example, nuts and bolts you use for installation jobs but don't sell directly. Non-inventory: Products or items you buy or sell, but don't need to track quantities.Here's how to turn on and use inventory features.

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Inventory features are available for QuickBooks Online Plus and Advanced. Inventory: Products you sell and track quantities for.Would be nice to have this built in so it can be filled out as I’m using or adding parts.Īs a service tech or someone looking to track inventory, I’m afraid this is about as good as you will find. I have worked around issue 1&2 by adding note areas in the template. Or make the app shareable (with/without edit permissions) This way I can send updated inventory to my guys and they can import into their app. That would also come in handy when doing inventory and needing to track when/what I got delivered.Ĥ. When adding parts, it would be nice to “check them in” so I could put a reference number (MTO). It would also be nice if I had to go back and track what went where and when.Ģ. When using parts, it would be nice to be able to “check out an item” where I could put a service number. I would like to see the following (and would pay a little for them)ġ. This app fits that thinking best out of all the ones I have tried. I wanted an easy way to keep track of my inventory in hand. This is a must if putting the time into inputting everything. Most important, this app can’t be backed up with iCloud. Best I could find but lacking for tracking can stockīest inventory app I could find to date coming from a field service viewpoint.
