Item list (INVITEM)
Import and export files can contain all the information on your
Item list. The keyword for an entry in the list is INVITEM.
Column
headings
The following table shows the column
headings for the Item list. The NAME, INVITEMTYPE, and ACCNT columns are
required.
NAME |
(Required) The name of the
invoice item. |
|
TIMESTAMP |
(Export files only) A
unique number that identifies the company file from which you exported the
Item list. |
|
REFNUM |
(Export files only) A
unique number that identifies an entry in the list. |
|
INVITEMTYPE |
(Required) Indicates the
type of invoice item. If you are creating an import file, use one of these
keywords to indicate the item type. |
|
|
COMPTAX |
Sales tax item |
|
DISC |
Discount item |
|
GRP |
Group item (groups several
invoice items into a single item) |
|
INVENTORY |
Inventory part item |
|
OTHC |
Other charge item |
|
PART |
Non-inventory part item |
|
PMT |
Payment item |
|
SERV |
Service item |
|
STAX |
Sales tax group item |
|
SUBT |
Subtotal item |
DESC |
A
description of the item as you want it to appear in the
Description column on invoices, credit memos, and sales receipts. |
|
PURCHASEDESC |
(Inventory part items only)
A description of the item as you want it to appear
on purchase orders. |
|
ACCNT |
(Required) The name of the
income account you use to track sales of the item. The type of this account
should be INC. |
|
ASSETACCNT |
(Inventory part items only)
The name of the asset account you use to track the value of your inventory.
The type of this account should be OASSET. |
|
COGSACCNT |
(Inventory part items only)
The name of the account you use to track the cost of your sales. The type of
this account should be COGS. |
|
PRICE |
(All item types except
group, payment, and subtotal) The rate or price you charge for the item. If
you are creating an import file, add a percent sign (%) if the amount is a
percentage. |
|
COST |
(Inventory part items only)
The unit cost of the item. |
|
TAXABLE |
(Discount, other charges,
part, and service items only) Indicates whether the item is taxable. If you
are creating an import file, enter one of these keywords in the TAXABLE
field: |
|
|
Y |
Yes. The item is taxable. |
|
N |
No. The item is not
taxable. |
PAYMETH |
(Payment items only) The
payment method customers use (check, Visa, etc.). |
|
TAXVEND |
(Sales tax items only) The
name of the agency to which you pay sales tax. |
|
TAXDIST |
(Sales tax items only) The
name of your tax district. |
|
TOPRINT |
(Group items only)
Indicates whether QuickBooks includes a list of the items in the group when
you print an invoice, credit memo, or sales receipt. If you are creating an
import file, enter one of these keywords in the TOPRINT field: |
|
|
Y |
Yes. QuickBooks lists each
item. |
|
N |
No. QuickBooks adds a one
line summary instead of listing the individual items. |
PREFVEND |
(Inventory part items only)
The name of the vendor from whom you normally purchase the item. |
|
REORDERPOINT |
(Inventory part items only)
The minimum quantity you want to keep in stock at any given time. When your
inventory reaches this level, QuickBooks informs you that it is time to
reorder the item. |
|
EXTRA |
Adds additional information
about the invoice item. These keywords can appear in the EXTRA field: |
|
|
AUTOSTAX |
Identifies a sales tax item
as the automatic tax rate you set up for your QuickBooks company. |
|
REXPGROUP |
Indicates that the item is
a group of reimbursable expenses that you included on the invoice. |
|
REXPSUBTOT |
Indicates that the item is
the subtotal amount for a group of reimbursable expenses you included on the
invoice. |
CUSTFLD1 CUSTFLD5 |
The custom field entries
for the item (you can have up to 5 custom field entries). Custom fields let
you track special information about the item, such as color, unit or measure,
or size. What you use custom fields for is entirely up to you. |
|
DEP_TYPE |
(Payment items only)
Indicates how you want QuickBooks to handle deposits of the payment item. |
|
|
1 |
You want QuickBooks to
deposit the payment in the bank account of your choice when you record the
payment. The payment does not go into the Undeposited
Funds account, and you do not have to use the Make Deposits window to deposit
the payment. |
|
0 |
You want QuickBooks to
"hold" all the payments in a special account named Undeposited Funds. To move the payments to a bank
account, you must use the Make Deposits window to group the payments into one
deposit. |
ISPASSEDTHRU |
(Service, non-inventory
part, and other charge items) Indicates whether you pass the item through as
an expense to the customer. |
|
|
Y |
Yes. You pass the item
through as an expense. |
|
N |
No. You do not pass the
item through as an expense. |