Question

What happened to the item List?

Forum|Forum|2 years ago
November 10, 2023
2 replies
30 views

There are Products and Services and now there are Category lists. What happened to the Item List? What has replaced it?

QuickBooks Online

Level 1

Good day, @suzannek1. I like to dig a little deeper into this matter.

May I ask what transaction you are trying to make? I would appreciate it if you could provide us with more details. This way, we can provide you with the best solution appropriate to your concern.

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suzannek1Author

I need to understand what the current list are and how they are supposed to be used. When I am creating an invoice, it seems I use the products/service list. when I write a check, I have two options: Category or Item. Which one ties into the products/service list? What is the category list?

M

Mark_AG

Level 1

I appreciate you reaching out here in the Community, @suzannek1. Let me provide you with information about the differences between Category details and Item details.

Category details refers to the accounts listed in your chart of accounts. It allows you to select an equity, expense, asset, and more to post the charge directly to that account. Examples are recording for advertising and marketing fees, bad debt, contract labor, and more.

Item details refers to the specific products and services you purchase from a vendor or sell to your customer. It is also linked to an account in the chart of accounts, and each product/service has an income or expense account.

The choice between category details and item details in creating a check in QuickBooks Online (QBO) depends on the nature of the expense and the level of detail required for accurate financial tracking.

As you record your transactions, you may also consider tagging transactions to get more insights into your sales and expenses.

Please don't hesitate to reply to this post if you have further questions about category and item details in creating transactions. I'd be glad to help you anytime. Have a great day.

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oLizzy777

After I migrated from QBDT to QBO I couldn’t find my item list either. I got frustrated and shut down the program. Upon returning, viola…list had populated. I think QBO just needed to be restarted to populate. Wasted some time, but now I can share and possibly save someone some time!

(I have QBO Essentials, so my items are services)

Hope this helps someone.

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suzannek1Author

Thank you!

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