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#Quickbooks desktop pro 2017 value pack how to

In the “New Item” window, select “Subtotal” from the “Type” drop-down.Įnter a name for the subtotal into the “Item Name/Number” box. To create a new “Subtotal” item, click the “Item” button in the lower-left corner of the list window. You create Subtotal items in QuickBooks Desktop Pro by opening the “Item List,” first. This helps total all the previous line items in an invoice before applying a discount to the subtotal amount. It totals all items up to the last subtotal entered, if one was entered. A “Subtotal” item totals all the previous items within an invoice or sales receipt. You can create Subtotal Items in QuickBooks Desktop Pro in the Item List. This video lesson is from our complete QuickBooks tutorial, titled “ Mastering QuickBooks Desktop Pro Made Easy v.2021.Create Subtotal Items in QuickBooks Desktop Pro: Overview

#Quickbooks desktop pro 2017 value pack how to

The following video lesson, titled “ Adjusting Inventory,” shows how to adjust inventory in QuickBooks Desktop Pro.

After you adjust inventory in QuickBooks Desktop Pro, click the “Save & Close” button to finish.Īdjust Inventory in QuickBooks Desktop Pro: Video Lesson.

To make a “Total Value” adjustment, enter the new total value into the “New Value” column.

If you enter a loss of items in the “Qty Difference” column, be sure to enter the difference as a negative number!.

To make a “Quantity” adjustment, either type the “New Quantity” or the “Quantity Difference” into the respective column.

Then select the first item to adjust from the drop-down list that appears.

Then click into “Item” column in the first available row.

Enter the reason you needed to adjust inventory in QuickBooks Desktop Pro into the “Memo” field at the bottom of the form.

You can also assign a “Customer:Job” or “Class” to the transaction, if needed.

To the right, enter an adjustment reference number into the “Reference No.” field.

Then select the account that the adjustment will affect from the “Adjustment Account” drop-down menu.

Then enter the date of the adjustment into the “Adjustment Date” field.

You can adjust the “Quantity,” “Total Value,” or both the “Quantity and Total Value.”

Select the type of inventory adjustment to make from the “Adjustment Type” drop-down menu.

To adjust inventory in QuickBooks Desktop Pro, select “Vendors| Inventory Activities| Adjust Quantity/Value on Hand” from the Menu Bar to open the “Adjust Quantity/Value on Hand” window.

Adjust Inventory in QuickBooks Desktop Pro: Instructions After you adjust inventory in QuickBooks Desktop Pro, click the “Save & Close” button to finish. Difference” column, be sure to enter the difference as a negative number! To make a “Total Value” adjustment, enter the new total value into the “New Value” column. If you enter a loss of items in the “Qty. To make a “Quantity” adjustment, either type the “New Quantity” or the “Quantity Difference” into the respective column. Then select the first item to adjust from the drop-down list.

Then click into “Item” column in the first available row. Enter the reason you needed to adjust inventory in QuickBooks Desktop Pro into the “Memo” field at the bottom of the form.Īdjust Inventory in QuickBooks Desktop Pro- Instructions: A picture of a user making an inventory adjustment in QuickBooks Desktop Pro. You can also assign a “Customer:Job” or “Class” to the transaction, if needed. To the right, enter an adjustment reference number into the “Reference No.” field. Then select the account the adjustment will affect from the “Adjustment Account” drop-down menu. You can adjust the “Quantity,” “Total Value,” or both the “Quantity and Total Value.” Then enter the date of the adjustment into the “Adjustment Date” field. To view this window, select “Vendors| Inventory Activities| Adjust Quantity/Value on Hand” from the Menu Bar.įirst, select the type of inventory adjustment to make from the “Adjustment Type” drop-down menu. To adjust inventory in QuickBooks Desktop Pro, you use the “Adjust Quantity/Value on Hand” window. When you have loss, spoilage, or send out samples of your products, you need to manually adjust inventory in QuickBooks Desktop Pro. Adjust Inventory in QuickBooks Desktop Pro: Overview