Creating subitems

Subitems let you create a hierarchy of items so you can group information about similar items in sales reports and graphs.

To create subitems:

  1. If it doesn't exist yet, add the “parent” item(that is, the item that will have subitems) first.

    If you won't be using the parent item on invoices and sales forms, leave the rate or price of the parent item at zero. You'll still have to assign an account to the item, however. QuickBooks requires an account even if you don't plan to sell the item.

  2. For the subitem, add a new item or edit an existing one.
  3. Select the “Subitem of” checkbox and choose the name of the parent item.
  4. Be sure the Type of the subitem is the same as the parent item.
  5. Click OK.