Transition an Item from "Inventory" to "Non-Inventory" types in Flourish and QBO.

Updated 1 month ago by NIr Malchy

General

This article describes transferring a Flourish single item synced with QuickBooks Online from Inventory Types "Inventory" to "Non-Inventory" on both platforms.

Please coordinate with your CPA, Controller, or Bookkeeper for guidance on setting this up!

More on QBO Inventory Types.

The short version

  1. In QuickBooks Online - Deactivate the item in QuickBooks Online.
  2. In Flourish Software:
    1. Unlink the Item from QuickBooks Online.
    2. Set the ITEM TYPE to "Non-Inventory" and the accounts.
    3. Sync to QuickBooks Online. The Sync action creates the item in QuickBooks Online as "Non-Inventory".
Verify the item is in QuickBooks Online with the correct settings.

The steps

In QuickBooks Online

  1. Go to Sales / Products and Services.
  2. Locate the Item.
  3. Under the "ACTION" menu, click Edit/Make Inactive.
  4. Confirm.

In Flourish Software

  1. Go to Manage Settings.
  2. Click Integrations (if you do not see Integrations, ensure it's turned on for your user role under Admin Roles).
  3. Click on the Pencil icon in the QuickBooks card.
  4. Click Map Items.
  5. Locate the Item.
  6. Under the "QB SYNC INFO" column, click the X icon next to the "QB ID: " to remove the link from QBO.
  7. Click .
  8. If you need to, Click to import your accounts from QuickBooks Online. This action sets the values under the clouds EXPENSE ACCOUNT, INCOME ACCOUNT, and INVENTORY ASSET ACCOUNT. This button turns green when you hover over it.
  9. Under "ITEM TYPE", select "Non-Inventory".
  10. Edit the other COAs.
  11. Click .
  12. Click .

Verify the item is in QuickBooks Online with the correct settings.

Other Transitions

Inventory Type Transitions

In other transitions, you can skip a couple of steps:

  • You don't need to deceive the item in QuickBooks Online
  • You don't need to unlink the item from Flourish Software

Transition types
  • Non-Inventory to Service.
  • Service to Non-Inventory.
  • Non-Inventory to Inventory.
  • Service to Inventory.

The steps
  1. Go to Manage Settings.
  2. Click Integrations (if you do not see Integrations, ensure it's turned on for your user role under Admin Roles).
  3. Click on the Pencil icon in the QuickBooks card.
  4. Click Map Items.
  5. Locate the Item.
  6. Click Edit.
  7. Change the "ITEM TYPE".

  1. Click .
  2. Click .

How did we do?