How do you change an Inventory Type?

How can you change an items inventory type?

While it is simple in iPoint to change an inventory type (you simply change the dropdown item) it is not so easy when it comes to QuickBooks. QuickBooks will not let you change the inventory type of an item after it has been used. But have no fear, you still have options.

1. In QuickBooks, find the item to be changed.
2. Make adjustments so there is zero inventory for the item.
3. Mark the item as inactive.
4. Rename the QuickBooks item. We recommend adding “.old” to the end of the name.
5. Now, go to iPoint and open the item you want to modify.
6. Change the Inventory Type to the correct type.
7. Clear the QuickBooks Item Name field under the Product Image
8. Click the Push as New button.
   

There you have it. Your inventory type has now been changed in iPoint AND QuickBooks.

Update: We now have buttons to do this work for you.

• To adjust a single item, go to Items module > Item Details > Compare button. On the popover window, there is a new button: Convert QB Item to non-inventory. Clicking this button takes care of all the steps above.
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  If you’ve decided to covert ALL of your inventory in QB to Non-Inventory, there are a couple of steps you need to take!
• First, navigate to Settings > QuickBooks > Items and check the box to Push All Items as Non-Inventory.
• Then, to adjust your entire item list from inventory to non-inventory, go to Items > Options > Views > QB Sync List > Options > Advanced (tab). Click the red Convert All Item to Non-Inventory in QuickBooks. This will do the above-listed steps for every item in your database.

Note: This process changes every inventory item that has been previously synced to QB regardless of any sort or filters applied to the item list. If the item has not been synced or is currently a non-inventory item, it will be skipped during the conversion process. You will need to be in single user mode in QB.
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