How to Add an Other Charge Item to the Item List in QuickBooks 2012 - dummies

How to Add an Other Charge Item to the Item List in QuickBooks 2012

By Stephen L. Nelson

You can use QuickBooks 2012 to set up and track other charge items. An other charge item is an item that you use to purchase or bill for things such as miscellaneous labor or services, materials that you aren’t tracking as inventory, and special charges, such as for delivery or setup or rush jobs.

To set up an other charge item, display the New Item window and select Other Charge from the Type drop-down list. When you do, QuickBooks displays the Other Charge version of the New Item window.


To finish setting up your other charge item, give the charge a name or code or abbreviation by using the Item Name/Number box. If the other charge item is a subitem, select the Subitem Of check box and then identify the parent item by using the Subitem Of text box.

Obviously, you use the Description box to provide a description of the charge. (Remember that this description appears on your invoices.)

Then use the Amount or % box to identify how the charge gets calculated or billed. Use the Tax Code drop-down list to identify the charge as subject to sales tax — or not subject to sales tax. Use the Account drop-down list to identify the income account that should be credited when you bill for this other charge.

If you select the This Item Is Used in Assemblies or Is a Reimbursable Charge check box, QuickBooks adds a second set of boxes to the New Item window. One set of boxes is labeled Purchase Information and provides information that goes on purchase orders or is used to record purchases and purchase orders.

The other set of boxes is labeled Sales Information and goes on invoices and sales receipts to record the actual sale or billing for the other charge.

If you want to enter an other charge that should be calculated as a percentage, you must enter the % symbol in the Amount or % box. For example, if you want to include an other charge item on invoices that equals 25 percent of the previous item on the invoice, enter 25% in the Amount or % box.