QuickBooks provides several item types to help you fill out
sales and purchase forms quickly.
For details about how to set up an item, click the
item type in the table.
Use this type
Services you charge for or purchase. Examples include
specialized labor, consulting hours, and professional fees.
Goods you purchase, track as inventory, and resell.
(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
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
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.
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.
Totals all items above it on a form, up to the last subtotal.
Useful for applying a percentage discount or surcharge to many
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.
What's the difference
between an inventory assembly and a group? (QuickBooks Premier
or Enterprise editions only)
Subtracts a percentage or fixed amount from a total or subtotal.
Do not use this item type for an early payment discount.
Records a partial payment you received at the time of the sale.
It reduces the amount owed on an invoice.
Calculates a single sales tax item at a specific rate that you pay to
a single tax agency.
Calculates and individually tracks two or more sales tax items
that apply to the same sale. The customer sees only the total sales
What is an item?
Changing an item's
Troubleshooting item problems