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What Item Types Does QuickBooks Support?

Chief Mechanic · August 23, 2010 ·

QuickBooks supports 11 Item Types.

Items themselves are maintained on the Lists->Item List menu selection, but the Item Types are pre-configured in QuickBooks and can’t be maintained by a user.

QuickBooks Enterprise Solutions 10 New Item

The 11 Item Types are:

  1. Service
  2. Inventory Part
  3. Inventory Assembly
  4. Non-inventory Part
  5. Other Charge
  6. Subtotal
  7. Group
  8. Discount
  9. Payment
  10. Sales Tax Item
  11. Sales Tax Group

There is a 12th Item Type, Fixed Asset, which is maintained on the Lists->Fixed Asset Item List menu selection.

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Can I Add or Edit Multiple List Entries In QuickBooks?

Chief Mechanic · March 25, 2010 ·

Starting with QuickBooks 2010 and Enterprise Solutions 10.0, you can add or edit multiple list entries by clicking on the Add/Edit Multiple List Entries menu selection on the Lists menu.

QuickBooks Premier 2010 Add Edit Multiple List Entries

However, only certain lists can be manipulated with this feature and not all fields on these lists can be modified. These 5 lists can be edited:

  • Customers
  • Vendors
  • Service Items
  • Inventory Parts
  • Non-inventory Parts

For Customers, 6 fields can’t be manipulated with this tool: Sales Rep, Ship To address, Cc (Email), Preferred Send Method, Price Level, and Preferred Payment Method. In addition, 6 fields can be added for new customers, but can’t be edited for existing customers: Currency, Customer Balance, Opening Balance as of Date, Terms, Tax Code, and Tax Item.

For Vendors, 3 fields can’t be manipulated: Cc (Email), Billing Rate Level, and Accounts to pre-fill transactions. In addition, 3 fields can be added for new vendors, but can’t be edited for existing vendors: Currency, Vendor Balance, and Opening Balance as of Date.

For Inventory Parts, the screen shot below shows the available columns which can be modified. Columns in both the Available Columns and Chosen Columns list can be included. In this example, Shelf and Warehouse represent custom fields, so custom fields can be edited using this technique. At least 1 column can’t be edited for either Inventory or Non-inventory Parts: Unit of Measure.

QuickBooks Premier 2010 Add Edit Multiple List Entries Inventory Parts

Similarly, here are the available columns for Non-inventory Parts:

QuickBooks Premier 2010 Add Edit Multiple List Entries Inventory Parts

Using this tool, you can choose the columns in the window by clicking the Customize columns… button and use either the Copy/Paste features of Windows or the context menu (discussed below) to quickly duplicate values in a column. You can also create a Microsoft Excel spreadsheet that exactly matches the column layout you’ve selected for the Add/Edit Multiple List Entries window and paste that spreadsheet into the window to quickly add new list entries.

QuickBooks Premier 2010 Example of Add Edit Multiple List Entries

For editing existing entries, you can access the context menu by right-clicking in a cell to gain access to menu choices to insert a new row, copy the value in existing cell down to all of the rows below it (which will overwrite data), and to duplicate an existing row (to prepare it for further editing).

QuickBooks Premier 2010 Add Edit Multiple List Entries Context Menu
The Add/Edit Multiple List Entries tool includes data validation to insure that your pasted data is in the format expected by QuickBooks for that data element and that you haven’t attempted to save a duplicate list entry. Data validation is extremely important in a tool that can easily add or modify large amounts of data.

For the first time starting with QuickBooks 2010, QuickBooks users have a tool to easily and safely add or edit multiple list entries from within QuickBooks itself.

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