Setting Up Items

Last Updated: Jan 08, 2015 08:21PM PST

Learn how to set up items and use them. Items are used to quickly enter income and expenses.

To set up an item, go to the Items page found in the Setup menu.

All you need to do is fill out the fields, as seen below.

This is an example of an item that is both sold and purchased. So when setting the item up, we chose both an Income Account and an Expense Account. The SKU, Taxes, Description, Sell Price, and Buy Price fields are optional.

To use an item when entering income or expenses, all you need to do is choose it from the Income Account or Expense Account dropdown box.

The Photographic Book item we set up, it can either be used in an income or expense transaction, since we selected that we both sell this and buy this.

Notes

To learn how to report on items, please see the article Report of Items Sold.

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