For import from Spreadsheet see how to create an internal catalog
Prerequisites
Necessary permissions to create, update, and view Catalogs module.
Step-by-Step Instructions
Adding an Item via the User Interface
Go to the Catalog Section
Navigate to the Catalog section.
Open the Catalog
Click on the catalog name you want to create the new item.
Add Item
Click on the Add Item button.
Enter Item Details
Fill in the required fields and click on Create Line Item.
Field Descriptions
Item Details:
Item Number: Internal number for the item, can be sequential or a unique identifier.
Item Name: Short name for the item (e.g., Laptop 15 Inch).
Item Description: Detailed description of the item.
Mfr Name: Name of the manufacturer (optional).
Mfr Part: Part number from the manufacturer (optional).
Image URL: URL of the product image.
Item Status: Set to "Yes".
Other Details:
Default Accounting: Optional default chart of account for purchase orders.
Category Name: Relevant category for the item.
Class: Default class for QuickBooks users.
Minimum Order Quantity: Minimum quantity expected by the vendor.
UOM: Unit of measure (default to EA if unknown).
Issuing Unit of Measure: The Unit of Measure provided by the vendor for every item. (For example, for liquids, 100mL, 1000mL, or 1L, etc.)
Lead Time (Days): Vendor-provided lead time.
Item Type: Mark as "Inventory" or "Non-Inventory".
Vendors:
Supplier Name: Name of the supplier.
Preferred: Indicate if the supplier is preferred (Yes/No).
Supplier Item No: Part number provided by the supplier.
List Price: Unit price for the item.
Sales Information:
If you sell the item, then turn the toggle to 'Yes' for We sell this item.
Sales Description: Description of the item you are selling.
Sales Price: Selling price of the item.
Income Account: Assign a GL code to this item. (if needed)
FAQs
How do I import items from a spreadsheet?
Refer to the guide on creating an internal catalog for detailed instructions on spreadsheet import.
Can I edit an item after it's been added?
Yes, you can edit item details by opening the catalog and selecting the item.