QuickBooks item list setup

$0.00

This course will help you create a good item list for effective tracking and reporting.

Lessons: 13
Length: 2.20 hours
Skill Level: Intermediate
Product(s): QuickBooks Desktop
CPE / ACE Credits: N/A
Field of Study: Computer Science & Applications
Delivery Method: QAS Self Study
Languages: English
Includes: 1-year access, 1 login user, certificate of completion, Available on iOS and Android
How to Take Course: The course is free but you must go through the checkout process first to create an account. Once you complete your order, simply access the course by visiting the My Courses page.
Content Review Date: 6/19/17 (Date this course content was last reviewed and updated)

Learn the best practice for QuickBooks item list setup in our free expert-led course.

Using the correct item types in QuickBooks is very important so that you will get correct tracking and reporting. This course has in-depth videos about how to get your QuickBooks item list setup and when you should use each of the different item types in QuickBooks.

Learn how to set up QuickBooks item lists the right way

Identify the types of items you can set up.
Find out how to change item types in QuickBooks.
Understand how to set up inventory items in QuickBooks.
Learn to create a service item in QuickBooks.
Organize an items list using header and sub-accounts.
Set up custom fields on items

Course Content

Lessons Status

Item Types

How to Set Up and Organize Your Items List

Service Items

Non-Inventory and Other Charge Items

Inventory Items

Inventory Assembly Items

Group Items

How to Use Discounts

Use Subtotals On Customer Transactions

Subtotal Calculations

Customize Your Inventory Center

Custom Fields on Items

Sales Tax Item and Group Set Up

QuizzesStatus

Course Quiz – QuickBooks Items

Instructor Biography

Marjorie Adams is the Founder and CEO of Fourlane, Inc., as well as our QuickBooks training guru. She is considered one of the top QuickBooks trainers in the country. Marjorie was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015. Additionally, she was recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year.

At present, Marjorie sits on Intuit’s VIP Program and is a frequent contributor to Inuit Accountants News Central. Further, she has been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.