To create a record for an “item” that serves a special purpose on a sale or purchase

Step 1 > 2

If you haven’t already read the Items Overview, see An “item” that serves a special purpose for more information.

The Items List window should be displayed.

  1. Click New.

  2. In the Item Number field, enter a backslash (\) as the first character of the item’s number, then continue entering a unique number to assign to the new item by using up to 30 numbers, letters and symbols.

    The backslash character indicates that the item number won’t appear on printed forms. (The item number, will, however, appear on reports.)

  1. Enter the name of the new item in the Name field using up to 30 characters.

  2. Mark the two boxes labeled I Buy This Item and I Sell This Item. (Although you won’t actually buy or sell this item, you need to mark these boxes so the item can appear on sales and purchase forms.)

  3. In the Income Account for Tracking Sales field, enter the number of any income account. (You won’t be using this account to actually track any dollar amounts, so it doesn’t matter which account you use.)

  4. In the Expense Account for Tracking Costs field, enter the number of any expense account. (Again, you won’t be using this account to actually track any dollar amounts, so it doesn’t matter which account you use.)

  5. Review the entries on the remaining views of the Item Information window to make sure the fields in those views are blank. Be sure that no checkmark appears in the boxes before I Collect Sales Tax When I Sell This Item or I Pay Sales Tax When I Buy This Item.

  6. You’ve made all the entries you need to make to this item. Click OK in the Item Information window to add the item to your list.

To create a record for an “item” that serves a special purpose on a sale or purchase