Can I change an item type?
You can change an item's type if the item is a non-inventory part, other charge item, or inventory part. You can change:
- an other charge item to a service, non-inventory part, inventory part, or inventory assembly item.
- a non-inventory item to a service, other charge, inventory part, or inventory assembly item.
- an inventory part item to an inventory assembly item.
To change an item's type:
- Go to the Lists menu and click Item List.
- Double-click the item that you want to change.
- Click the Type drop-down list and choose the type you want.
- Click OK.
Notes about inventory items:
If you are changing the item to an inventory part or an inventory assembly item, the "as of" date that 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.
Because the types of items that can be changed and what they can be changed to is limited, you cannot always "change an item back" if you change your mind. For example, if you change an Other Charge item to an inventory part item, you can no longer change its type.
What item type should I use?
Service item: Services you charge for or purchase. Examples include specialized labor, consulting hours, and professional fees.
Inventory part: Goods you purchase, track as inventory, and resell.
Inventory assembly: (Premier and Enterprise editions only) Assembled goods you build or purchase, track as inventory, and resell. Note: QuickBooks cannot track the costs associated with the manufacturing process itself. In other words, the cost of a built assembly item depends only on the cost of its components.
Non-inventory part: Goods you buy but don’t track (such as office supplies), or materials you buy for a specific job that you charge back to your customer.
Fixed asset: An asset you do not expect to convert to cash during one year of normal operations. A fixed asset is usually something that is necessary for the operation of your business—such as a truck, cash register, or computer.
Other charge: Miscellaneous labor, material, or part charges such as delivery charges, setup fees, and service charges, bounced checks, late fees, opening balance, reimbursable expenses, retainers, surcharges, gift certificates, prepayments, retainers, sales tax, and shipping and handling fees.
Group Item: A way of associating individual items that often appear together on invoices, purchase orders, and so on, so that all items in the group can be added to the form at one time. (Group items can contain a maximum of 20 items)