How do I associate a stock account to an item while creating a bill?

You cannot associate a stock account to an item while creating a bill. To associate a stock account to an item, you should enable Inventory Tracking for your organization. Here’s how:

  • Log in to your Zoho Books account.
  • Go to Settings at the top right corner of the page.
  • Select Items under Preferences.
  • In General, check the Enable Inventory Tracking option and enter the Inventory Start Date from when you want to start tracking inventory.
Enable inventory tracking
  • Click Save.

Now you can associate a stock account to an item as its inventory account. Here’s how:

  • Go to Items on the left sidebar and select the item for which you want to associate a stock account.
  • In the Edit page, check the Track Inventory for this item box.
  • Choose the stock account in the Inventory Account dropdown.
Stock Account
  • Enter the other necessary details and click Save.

Note: If an item is associated with a transaction, you cannot track its inventory. Instead, mark it as inactive and create a new item with inventory enabled.

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