---
title: "Accounting Item Types"
slug: "accounting-item-types"
updated: 2025-03-18T10:10:33Z
published: 2025-03-18T10:10:33Z
canonical: "docs.avontus.com/accounting-item-types"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.avontus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounting Item Types

When you synchronize a Quantify Invoice with QuickBooks, Quantify adds a single Invoice item to the QuickBooks Invoice for the total of the rent as well as for each item code, as shown in the **Accounting Item Types** in the **Billing** tab in the *Global Options* dialog. The **Report** button enables you to view an Item Accounts report that you can print.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-SC4P0048.png)

If an Accounting Item Type does not exist in QuickBooks, Quantify displays the *Invoice Synchronization* dialog. In this example the item Equipment Rent does not exist in QuickBooks and must be resolved before successful synchronization can occur.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/0bdb07c9-1d1f-4e56-8362-f3674f12bded.png)

## Catalog Accounting Item Codes for Quickbooks

When Quantify is integrated with QuickBooks, Product and Consumable Catalog Categories include the ability to enter QuickBooks accounting item codes, enabling synchronizing rent charges to individual accounts in QuickBooks. When Product Catalog Categories are coded with QuickBooks accounting item codes, the Summary Invoice separates rental charges by Catalog Categories. When synchronizing with QuickBooks, the rent lines synchronize to the matching QuickBooks accounting item(s).

### Coding Catalog Categories for QuickBooks Integration

You can add QuickBooks accounting item codes to both Product and Consumable Catalog Categories, to facilitate synchronizing rental and consumable charges by categories.

**Note**: When Invoices are synchronized with QuickBooks, Quantify will total rent for parts that are not in coded categories on a single Rent line, and synchronize the total using the Global Options *Accounting Item Type* for Rent. Refer to [*Accounting Item Types*](/v1/docs/accounting-item-types).

To code Product Categories with QuickBooks accounting codes:

1. Click **Product Catalog**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-R01MJ5N3.png) The *Product Catalog* appears.
2. In the upper left of the *Products Catalog*, click the **Add** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/c927539d-61af-48e4-97ae-0baa24ecbffe.png)) and select **Parent Category**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-RA3I5TMN.png) The *Category* dialog appears.
3. Click in the **Name** text field and enter the name of the new Product Category.
4. Click the **QuickBooks Rent** tab. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/bd0a187b-6425-4519-906a-36a7690b397e.jpg) The *Category* dialog refreshes.
5. Click in the **Rent accounting item code** text field and enter a code that matches the QuickBooks accounting item code for this category.
6. Click in the **Description** text field and enter a description. This description will appear on the Invoices when viewed in Summary format. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/f88dba23-861a-49a8-a425-1438e61cc768.png)
7. Click **OK**. Quantify adds the new category to the Catalog. [Assign parts to this catalog category as appropriate](/v1/docs/assigning-one-or-more-products-to-a-product-category).

## Additional Charges and Accounting IDs

Additional Charges are mapped by the Accounting ID (Item name in QuickBooks). Equivalent QuickBooks Accounting ID’s are set up for each individual Quantify Additional Charge entry in the Additional Charges section. In this example the Additional Charge item Freight has **Freight** entered into the **Accounting ID** text field, which maps to the Freight item in QuickBooks. The **Description** text field contains **Trucking delivery/pickup fee**. This description will appear in the Quantify Summary Invoice and the QuickBooks Invoice.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/d2e5e852-0301-4f71-8b55-105500bebbfa.png)

Example of this freight charge in the Quantify Summary Invoice.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/c9b4fbd3-f8f3-478f-a806-d2960355d2ba.jpg)

Example of this freight charge in a synchronized QuickBooks invoice.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/9b207aff-0fef-4cba-a725-411884db5c39.png)

## Editing Accounting Item Types

When you synchronize a Quantify Invoice with QuickBooks, the synced Invoice will include rent items, as well as line items for other Invoice charges that match QuickBooks item codes. In Quantify, the accounting items are defined in the **Accounting Item Types** in the **Billing** tab in the *Global Options* dialog.

Quantify will sync rent to the Global Options Accounting Item Type for rent, unless QuickBooks accounting item codes have been added to Product Catalog Categories.

To edit Accounting Item Types:

1. Click the **Tools** menu and select **Global Options**.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1692369543460.png)

The *Global Options* dialog appears.
2. Click the **Billing** tab. **Note:** You can also access this tab by clicking the **Quickbooks** menu and selecting **Accounting Options**.
3. Click the appropriate Accounting Item Type and the **Edit** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/91acdb26-a5c7-4bdf-88d4-ddd814f7a05d.png)) in the **Accounting Item Types** area. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/f7697ef3-5bea-418f-a35d-624ae82daa06.png) The *Item Type* dialog appears. The name (Rent in this case) is mapped to the equivalent item in QuickBooks. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/539323a0-8450-4e06-9b41-0587241f0807.png)
4. Edit the contents as necessary:
  1. Click in the **Name** text field and enter a new name for the item type.
  2. Click in the **Units** text field and enter a new type of unit that applies to the item. For example: each, linear foot, etc.
  3. Click in the **Description** text field and enter a new description of the item.
  4. Click in the **Credit** text field in the **Revenue** section text field and enter **XXX**.
  5. Click in the **Debit** text field in the **Revenue** section text field and enter **XXX**.
  6. Click in the **Credit** text field in the **Cost** section text field and enter **XXX**.
  7. Click in the **Debit** text field in the **Cost** section text field and enter **XXX**.
5. Click **OK**.
6. To view an *Item Accounts* report that may be printed, click the **Report** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/bc131584-07c7-4397-8359-94f19e1d8d11.png)). ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/edee3c4e-5098-4222-b6a4-ffd300247aee.png) The *Item Accounts* report appears. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/03197abc-ed0a-47cf-a114-4f71f9f74e8f.png) If an Accounting Item Type does not exist in QuickBooks, Quantify displays the following Invoice Synchronization error. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/ca6ab6b3-f0fb-451f-8321-74361d4d450d.png) In this example the Item ‘Equipment Rent’ does not exist in QuickBooks and must be resolved before successful synchronization may occur.
7. Click **OK**.