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This article will cover the various item types that exist in QuickBooks Online and Smart Service Cloud, as well as their uses. Remember, if you are using QuickBooks Online with Smart Service Cloud, you need to create your items in QuickBooks Online and import them into Smart Service Cloud.
If you're new to QuickBooks Online, or just want an explanation for the item types and uses from QuickBooks, you can visit their tutorials for creating and managing an item list.
Bundle items are a QuickBooks Online only feature that allows a user to pair 2 or more items into one “package” deal. This type of item cannot be imported into Smart Service Cloud.
You can apply a percentage or flat discount item to a quote, work order, or invoice. Once created, you should apply the discount using the special “discount” button as shown.
Lastly, where the discount is applied, matters. It will only discount the subtotal of the lines above it. You’ll also notice that when applying discounts, you have the option to use the default percentage or change the item to a flat amount.
Inventory items (if you have QuickBooks Online) are only available in QuickBooks Plus and Advanced. You can learn more QuickBooks inventory in this article.
If you will be using inventory items, you can add them in the normal fashion to quotes, work orders, and invoices. Inventory counts will be modified when you have pushed an invoice to QuickBooks Online if you are using QuickBooks Online. If you are not, inventory counts will be updated when the item is added to any quote, work order, or invoice in Smart Service Cloud.
Inventory items are typically used for items you keep in stock in a warehouse or on your work vehicles. The purpose of recording these items is to maintain stock of the item and replenish stock when supplies get low.
Labor items are a Smart Service Cloud only feature. If you are using QuickBooks Online, please use a service item instead. If you are not using QuickBooks Online, you can still use a service item unless you specifically want to create labor items with this type for easier filtering.
Non inventory items are items you would typically not keep in stock but may purchase from a vendor to complete work for a customer. Those who have parts but do not want to keep track of an inventory should use this item type to distinguish between these “products” and their “services”, which should be service items.
Other items are a Smart Service Cloud only feature. If you are using QuickBooks Online, please use a service item instead. If you are not using QuickBooks Online, you can still use a service item unless you specifically want to create other items with this type for easier filtering.
Service items cover a wide scope of items but are most often used for labor and other services your business provides. Things like service call or diagnostic fees, labor for time and material invoices, inspections, and similar items should be created as “Service” items.