## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/za/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Other Actions for Items

## Edit Items

To edit an item:

*   Go to _Items_ on the left sidebar and select **Items**.
*   Select the item you want to edit.
*   Click the _Edit_ icon in the top right corner of the item’s _Details_ page.
*   Make the necessary changes and click **Save**.

**Note:** The changes you make in an item will not affect the previous transactions associated with the item.

* * *

## Clone Items

If you want to create an item that is similar to an existing one, you can clone the item. Here’s how:

*   Go to _Items_ on the left sidebar and select **Items**.
*   Select the item you want to clone.
*   Click the _More_ icon in the top right corner and select **Clone** from the dropdown.
*   Enter the required details and click Save.

A new item with similar details will be created.

* * *

## Mark as Inactive

If you no longer use an item in your organization, you can mark them as inactive. This is a better alternative instead of deleting the item permanently.

To mark an item as inactive:

*   Go to _Items_ on the left sidebar and select **Items**.
*   Select the item you want to mark as inactive.
*   Click the _More_ icon in the top right corner and select **Mark as Inactive** from the dropdown.

The item will be marked as **Inactive**. To mark the item as **Active** again, click the _More_ icon in the top right corner and select **Mark as Active** from the dropdown.

* * *

## Delete Item

If you no longer need an item in your organization, you can delete it permanently. Before deleting an item, ensure that all transactions associated with it are deleted first.

To delete an item:

*   Go to _Items_ on the left sidebar and select **Items**.
*   Select the item you want to delete.
*   Click the _More_ icon in the top right corner and select **Delete** from the dropdown.
*   In the pop-up that appears, click **Delete** to confirm.

* * *

## Export Items

You can export the items from Zoho Books to your systems in the CSV, XLS, or XLSX formats. Here’s how:

*   Go to _Items_ on the left sidebar and select **Items**.
*   Click the _More_ icon in the top right corner and select **Export Items** from the dropdown.
*   In the pop-up that appears, enter the required details:
    *   Select the **Module** you want to export.
    *   Select whether you want to export **All Items** or items that were recorded in a **Specific Period**.
        *   If you want to export items on a specific period, provide the **Start Date** and **End Date**.
    *   Select the **Export Template** in which you want to export the items. If you do not have a template created, click **\+ New Template** from the dropdown.
        *   In the _New Export Template_ pop-up, enter the **Template Nam**e.
        *   Select the fields available in Zoho Books that you want to display in the export template. For each selected field, enter the name that will appear in the export file.
        *   Click **Save and Select**.
    *   Enter the **Decimal Format** of the amount that will be displayed in the export file.
    *   Select the **Export File Format** in which you want to export the file.
    *   Check the option **Include Sensitive Personally Identifiable Information (PII) while exporting** if your export file includes PII data.
    *   Provide a **Password** for your export file, if required.
*   Click **Export**.

The items will be exported.