Resources
Step-by-step answers to the QuickBooks Desktop questions manufacturers and distributors ask most. Each guide answers in its first lines, is checked against Intuit's documentation, and says where Desktop leaves the work to you.
Entering, adjusting and tracking stock.
Add an Inventory Part item in QuickBooks Desktop from Lists > Item List, then enter the opening quantity on hand, total value and as-of date.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 18, 2026
Use Adjust Quantity/Value on Hand in QuickBooks Desktop to fix stock after a count, damage or loss, and post the difference to an adjustment account.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 18, 2026
Advanced Inventory adds sites, bins, serial or lot numbers, FIFO and barcodes to QuickBooks Desktop Enterprise Platinum and Diamond. How to turn it on.
QuickBooks Desktop Enterprise·Updated October 18, 2026
Set a reorder point on each inventory item in QuickBooks Desktop, then check the Inventory Stock Status by Item report to see what's running low.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 18, 2026
Turn on multiple inventory sites in QuickBooks Desktop Enterprise, set up each warehouse, move opening stock to it, and transfer stock between sites.
QuickBooks Desktop Enterprise·Updated October 18, 2026
Turn on lot or serial numbers and expiration dates in QuickBooks Desktop Enterprise, load them for current stock, and run the lot reports.
QuickBooks Desktop Enterprise·Updated October 19, 2026
Turn on barcodes in QuickBooks Desktop Enterprise Advanced Inventory, check your scanner, add or import barcodes, and scan items onto transactions.
QuickBooks Desktop Enterprise·Updated October 19, 2026
Create a cycle count in QuickBooks Desktop Enterprise, count on a mobile scanner or a spreadsheet, then post every difference in one adjustment.
QuickBooks Desktop Enterprise·Updated October 19, 2026
Set up landed cost in QuickBooks Desktop Enterprise, map freight and duty items, and split those bills across inventory by quantity, amount or percent.
QuickBooks Desktop Enterprise·Updated October 19, 2026
Find why QuickBooks Desktop inventory value differs from the Balance Sheet or your stock count, from items missing on transactions to negative stock.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 19, 2026
QuickBooks Desktop values inventory at average cost by default. Enterprise with Advanced Inventory can switch to FIFO. What changes when you do.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 19, 2026
Turn on units of measure in QuickBooks Desktop, build a U/M set to buy by the case and sell eaches, and see which editions support single or multiple U/M.
QuickBooks Desktop Enterprise, Premier, Accountant·Updated October 19, 2026
Negative inventory in QuickBooks Desktop comes from selling stock before its purchase is entered. Find it, fix each occurrence and prevent it.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 20, 2026
Use an Inventory Part for stock you track, a Non-Inventory Part for products you don't, and a Service item for work. How each type behaves.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 20, 2026
The Inventory Asset account holds the cost of stock you own in QuickBooks Desktop. How purchases, sales and adjustments post to it and to COGS.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 20, 2026
What each QuickBooks Desktop inventory report answers, from Inventory Valuation Summary to Pending Builds, plus the reports only Enterprise has.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 20, 2026
Import items into QuickBooks Desktop with Add/Edit Multiple List Entries, the Excel import or IIF files, and know what an import can't change.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 20, 2026
Group items into categories in QuickBooks Desktop Enterprise from Lists > Category List, then use them to find items, group reports and set price rules.
QuickBooks Desktop Enterprise·Updated October 20, 2026
Move stock between warehouses or bins in QuickBooks Desktop Enterprise with Transfer Inventory, copy repeat transfers and see stock by site.
QuickBooks Desktop Enterprise·Updated October 20, 2026
Track rows, shelves and bins inside each site in QuickBooks Desktop Enterprise: what bins change on forms, how to move stock and which report shows it.
QuickBooks Desktop Enterprise·Updated October 20, 2026
Turn on the Sales Order Fulfillment Worksheet in QuickBooks Desktop Enterprise, then pick, pack and ship sales orders from its Dashboard and tabs.
QuickBooks Desktop Enterprise·Updated October 20, 2026
What Enhanced Inventory Receiving changes in QuickBooks Desktop Enterprise: item receipts add stock, bills record what you owe, and it can't be undone.
QuickBooks Desktop Enterprise·Updated October 20, 2026
What the QuickBooks Desktop mobile app (Warehouse Manager) does, the editions and devices it needs, how to pick, receive and count, and how to fix errors.
QuickBooks Desktop Enterprise·Updated October 21, 2026
Bills of materials, builds and pending builds.
Set up a bill of materials in QuickBooks Desktop Enterprise with an Inventory Assembly item, then use Build Assemblies to turn components into finished goods.
QuickBooks Desktop Enterprise, Premier, Accountant·Updated October 18, 2026
See an assembly's bill of materials cost, find every assembly that uses a component, and track parts tied up in pending builds in QuickBooks Desktop.
QuickBooks Desktop Enterprise, Premier, Accountant·Updated October 18, 2026
Set up raw materials as inventory parts and finished goods as assemblies in QuickBooks Desktop, give each an asset account, and report on them apart.
QuickBooks Desktop Enterprise, Premier, Accountant·Updated October 19, 2026
Use a group item to sell items together without stocking the kit, or an inventory assembly to build and stock it. How each works in QuickBooks Desktop.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 19, 2026
Sales orders, backorders and price levels.
Create a sales order in QuickBooks Desktop Premier or Enterprise, then turn all of it, or just the lines you shipped, into an invoice.
QuickBooks Desktop Enterprise, Premier, Accountant·Updated October 18, 2026
Track backorders and partial shipments in QuickBooks Desktop with sales orders, open sales order reports and the Enterprise fulfillment worksheet.
QuickBooks Desktop Enterprise, Premier, Accountant·Updated October 18, 2026
Set up fixed percentage and per item price levels in QuickBooks Desktop Enterprise, assign them to many customers, and see when Advanced Pricing fits.
QuickBooks Desktop Enterprise, Premier·Updated October 18, 2026
Add your logo, fields and columns to invoice and sales order templates in QuickBooks Desktop, then arrange them in the Layout Designer.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 19, 2026
Set up payment terms like Net 30 in QuickBooks Desktop, assign them to customers and vendors, and apply early-payment discounts when they pay.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 19, 2026
Create an estimate in QuickBooks Desktop, turn it into a sales order in Premier or Enterprise, then invoice it in full or in stages.
QuickBooks Desktop Enterprise, Premier, Accountant·Updated October 19, 2026
Turn on sales tax in QuickBooks Desktop, create tax items and groups, set customer and item tax codes, then review and pay what you owe.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 19, 2026
Record a drop shipment in QuickBooks Desktop with a sales order, a purchase order to the supplier, the supplier's bill and the customer's invoice.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 19, 2026
QuickBooks Desktop can't read a PDF or import sales orders. How to enter a customer's PDF purchase order as a sales order with the least retyping, attach the PDF, and when an integration makes sense.
QuickBooks Desktop Enterprise, Premier·Updated October 20, 2026
Take a customer deposit on a sales order in QuickBooks Desktop with Enterprise Customer Prepayments, or with a deposit item and a liability account.
QuickBooks Desktop Enterprise, Premier·Updated October 20, 2026
Set up email in Send Forms, send one invoice or a batch, use email templates, check what was sent, and fix common QuickBooks Desktop email errors.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 20, 2026
QuickBooks Desktop can import invoices through IIF files or Batch Enter Transactions, but none of its built-in imports covers sales orders.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 20, 2026
Turn on Advanced Pricing in QuickBooks Desktop Enterprise, build price rules with conditions, dates and overrides, then edit, disable or delete them.
QuickBooks Desktop Enterprise·Updated October 21, 2026
Set up the new Shipping Manager in QuickBooks Desktop 2024, buy labels from invoices and sales receipts, track and void shipments, and know its limits.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 21, 2026
Purchase orders, receiving and supplier follow-up.
Turn on the Purchase Order Management Worksheet, send purchase orders to the mobile app or print them, track statuses, and see why EIR removes it.
QuickBooks Desktop Enterprise·Updated October 21, 2026
Set approval rules for purchase orders and bills in QuickBooks Desktop Enterprise, send them for approval, approve or reject, and see what skips approval.
QuickBooks Desktop Enterprise Platinum, Enterprise Diamond·Updated October 21, 2026
Find items below their reorder point with the Inventory Stock Status reports, then create a purchase order for each vendor in QuickBooks Desktop.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 18, 2026
Receive inventory against a purchase order in QuickBooks Desktop with or without the bill, and record partial receipts so the rest stays on order.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 18, 2026
Run the Open Purchase Orders report in QuickBooks Desktop, use the Expected date to spot late orders, and follow up with suppliers.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 18, 2026
Enter supplier bills in QuickBooks Desktop, turn item receipts into bills, then pay them in Pay Bills with discounts, credits and partial payments.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 19, 2026
Record a vendor credit in QuickBooks Desktop, apply it to a bill in Pay Bills, and record a supplier's refund check or credit card refund.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 19, 2026
Give an item a preferred vendor and up to four alternates in QuickBooks Desktop Enterprise, import price lists, and compare vendors on purchase orders.
QuickBooks Desktop Enterprise·Updated October 19, 2026
Turn on multicurrency in QuickBooks Desktop, add foreign-currency suppliers, customers and bank accounts, and keep exchange rates current.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 20, 2026
Link sales order lines to purchase orders in QuickBooks Desktop Enterprise 24.0 R9 for special orders, then track what's ordered and received.
QuickBooks Desktop Enterprise·Updated October 21, 2026
Payments, credit memos and open invoices.
Record customer payments against open invoices in QuickBooks Desktop, handle partial payments, and move Undeposited Funds into a bank deposit.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 18, 2026
Create a credit memo in QuickBooks Desktop, apply it to an open invoice or refund it, and unapply a credit that went on the wrong invoice.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 18, 2026
Reconcile a bank account in QuickBooks Desktop, find what's causing a difference, and view or undo a previous reconciliation.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 19, 2026
Write off an uncollectible invoice in QuickBooks Desktop with a bad debt expense account and a zero-dollar payment that clears the balance.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 19, 2026
Create customer statements in QuickBooks Desktop, print or email them, add finance charges, and schedule statements with payment reminders.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 19, 2026
Find payments stuck in Undeposited Funds, link them to the right deposit, and edit or delete a bank deposit in QuickBooks Desktop.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 19, 2026
Record a customer payment that's less than the invoice, accept or dispute a deduction, apply a credit memo for a return, and write off what you won't collect in QuickBooks Desktop.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 20, 2026
Refund a customer in QuickBooks Desktop by check, cash or card from a credit memo, void an unsettled card payment, and link a refund to an overpayment.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 20, 2026
Journal entries, voids, the chart of accounts and closing the books.
Make, reverse and memorize a general journal entry in QuickBooks Desktop, and import entries from your accountant's .qbj file or an IIF file.
QuickBooks Desktop Pro, Premier, Accountant, Enterprise·Updated October 20, 2026
Void vs delete in QuickBooks Desktop: void or delete a check, bill or bill payment, delete a deposit, and what changes in a closed period or a batch.
QuickBooks Desktop Pro, Premier, Accountant, Enterprise·Updated October 20, 2026
Add accounts and account numbers, import a chart of accounts from Excel, copy it with an IIF file, and export it to Excel in QuickBooks Desktop.
QuickBooks Desktop Pro, Premier, Accountant, Enterprise·Updated October 20, 2026
What QuickBooks Desktop does at year end on its own, how to set a closing date and password, and how to see changes made to closed periods.
QuickBooks Desktop Pro, Premier, Accountant, Enterprise·Updated October 20, 2026
Create and send an Accountant's Copy with a dividing date, keep working, then import your accountant's changes or cancel the copy in QuickBooks Desktop.
QuickBooks Desktop Pro, Premier, Accountant, Enterprise·Updated October 20, 2026
Track job costs in QuickBooks Desktop: set up a Customer:Job, assign bills, checks and time to it, enter estimates, and run job profitability reports.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 21, 2026
Set up a credit card account in QuickBooks Desktop, enter charges and refunds, reconcile it to the statement, and pay the balance.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 21, 2026
Set up a profit and loss or balance sheet budget in QuickBooks Desktop, budget by class or job, create a forecast, and find budget reports.
QuickBooks Desktop Enterprise, Premier, Pro, Accountant·Updated October 21, 2026
Versions, support dates and what comes next.
Intuit's support end dates for each QuickBooks Desktop version, what stops working after the date, and what to check before your version is discontinued.
QuickBooks Desktop Enterprise, Premier Plus, Pro Plus, Mac Plus·Updated October 18, 2026
The four paths for a manufacturer or distributor on QuickBooks Desktop: stay on Enterprise, QuickBooks Online, Intuit Enterprise Suite or a mid-market ERP.
QuickBooks Desktop Enterprise, Premier Plus, Pro Plus·Updated October 18, 2026
Intuit's steps to move a QuickBooks Desktop file to QuickBooks Online: prep, the Total Targets limit, Pro and Premier vs Enterprise, and what stays behind.
QuickBooks Desktop Enterprise, Premier Plus, Pro Plus·Updated October 19, 2026
Move QuickBooks Desktop and your company file to a new computer with a backup and restore, and keep your license, templates and payroll forms intact.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 19, 2026
Export customers, vendors, items, price levels, open transactions and key reports from QuickBooks Desktop to Excel before a migration or audit.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 19, 2026
Intuit lists no QuickBooks Desktop 2025 or 2026: version 2024 and Enterprise 24.0 are current, and here's how to check your release and update it.
QuickBooks Desktop Enterprise, Premier Plus, Pro Plus, Mac Plus·Updated October 20, 2026
When a QuickBooks Desktop subscription ends, admins get a year of view-only access; here's how to renew, cancel in CAMPs and get your data out.
QuickBooks Desktop Enterprise, Premier Plus, Pro Plus, Mac Plus·Updated October 20, 2026
Upgrade QuickBooks Desktop Pro or Premier to Enterprise: install Enterprise, back up, update the company file, then set up users, roles and activation.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 20, 2026
How QuickBooks Desktop assemblies, bills of materials and builds arrive in Intuit Enterprise Suite, and what Intuit's sources say about multi-level bills of materials.
QuickBooks Desktop Enterprise, Premier, Accountant·Updated October 20, 2026
Users, company files, audit trail and reports.
Host a QuickBooks Desktop company file on one computer, scan it with Database Server Manager, switch to multi-user mode, and fix errors H202 and H505.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 19, 2026
Run the Audit Trail report in QuickBooks Desktop, filter it to the changes you care about, protect closed periods, and review who can change what.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 19, 2026
Make a local backup of a QuickBooks Desktop company file, schedule automatic backups, and restore a .qbb backup without overwriting your data.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 19, 2026
Merge duplicate customers, vendors, items and accounts in QuickBooks Desktop by renaming one to match the other, and know what a merge can't undo.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 19, 2026
Turn on class tracking in QuickBooks Desktop, set up classes by location, product line or division, assign them on transactions, and run reports by class.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 19, 2026
Customize any QuickBooks Desktop report, memorize it in a report group, export it to Excel, and email it on a schedule as a password-protected PDF.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 19, 2026
Check your QuickBooks Desktop release, turn on automatic updates or update by hand, cover the server and every workstation, and fix common update errors.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 20, 2026
Install QuickBooks Database Server Manager on your server, scan company file folders, monitor drives, keep its service running, and update it.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 20, 2026
Add users, assign predefined or custom roles, limit roles to customer or vendor groups, review permissions, and change the admin in QuickBooks Enterprise.
QuickBooks Desktop Enterprise·Updated October 20, 2026
Run Verify Data to check a QuickBooks Desktop company file for damage and Rebuild Data to repair it, then read the results and fix errors that remain.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 20, 2026
Combine balance sheet, profit and loss, cash flow and trial balance reports from several QuickBooks Enterprise company files into one Excel workbook.
QuickBooks Desktop Enterprise·Updated October 20, 2026
Run the improved Item Profitability report in QuickBooks Desktop Enterprise to see each item's actual cost, revenue, profit, markup and margin.
QuickBooks Desktop Enterprise·Updated October 20, 2026
Install QuickBooks Advanced Reporting in Desktop Enterprise 2018 or later, refresh its data, start from starter reports and build your own reports.
QuickBooks Desktop Enterprise·Updated October 21, 2026
Link two QuickBooks Desktop Enterprise company files, send an intercompany bill or check for approval, and see the journal entry it creates.
QuickBooks Desktop Enterprise Platinum, Enterprise Diamond, Enterprise Accountant·Updated October 21, 2026
What AI assistants can and can't do with a Desktop file.
Export a QuickBooks Desktop report to Excel or CSV with the right dates and basis, strip sensitive columns, then analyze it in ChatGPT or Claude.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 18, 2026
The QuickBooks Web Connector passes a web app's qbXML requests to QuickBooks Desktop on a schedule. How it works, how to add an app, and errors to check.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 18, 2026
Control what an integration or AI tool can do in QuickBooks Desktop: the access prompt, a limited user, Integrated Applications preferences, and removal.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 18, 2026
Yes. Logistify's connector lets ChatGPT and Claude read a QuickBooks Desktop file and make three kinds of change you approve. Intuit's apps can't.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 18, 2026
Yes: Logistify for QuickBooks Desktop is a hosted MCP server that lets ChatGPT and Claude read your file and make three kinds of change you approve.
QuickBooks Desktop Enterprise, Premier, Pro·Updated October 19, 2026
Deciding whether to stay on QuickBooks Desktop?
Side-by-side comparisons with sources for every claim.