When should I create a non-inventory part?
You can also set up an item "on the fly" as you need
For example, if on an invoice you enter the name of an item that has not been
set up, QuickBooks will ask you if you'd like to set the item up. You can
set it up then without leaving the invoice.
These instructions tell you how to add non-inventory part items one at a time. Follow these steps if you are new to QuickBooks. Otherwise, you can use another window to add or edit multiple non-inventory items and paste from Excel.
To do this task
item is being purchased for and sold to a particular
Go to the Lists menu and click Item
Click Item at the bottom of the list and click
In the New Item window, click the Type
drop-down arrow and then click Non-inventory part.
Enter an item name or number.
What you enter here appears on the drop-down list of items when you are
filling out a sales form or purchase order. Enter a name or number that
will help you distinguish this item from all the others on the list.
If this item is a subitem of an existing non-inventory item, select the
Subitem of checkbox and specify the parent item's
name. See Creating subitems.
(Optional) If unit of measure is available, assign a unit
Enter a Description.
This description will display on the sales and purchase forms. If the description
varies, you can leave this field blank, set up a separate item for each
possible description, or enter the most common description and change it
on the sales or purchase forms as necessary.
Enter a Price for the item.
If the price varies, you can leave this field blank, set up a separate
item for each possible price, or enter an estimate and change it on the
sales or purchase forms as necessary.
(Sales only) If you don't charge sales tax for this item, click the
Tax Code drop-down arrow and then click Non.
Click Custom Fields to fill in any custom
fields that apply to this item.
Click the Account drop-down arrow and choose an
income account for sales and an expense account for purchases.
Creating items for
non-inventory part items for specific customer:jobs
How to change an item's type
Troubleshooting item problems
Tracking non-inventory materials used on a job
Add or edit multiple non-inventory items