GenmarieM
QuickBooks Team

Manage customers and income

Your successful inventory management is my priority, RoseGirl23. I'll provide valuable tips on how to handle that situation.

 

When setting up your retainer item, it's important to consider how you've configured it. The way you've set it up could be the reason why you're encountering an error message when trying to save the item. If you use this item for buying and selling, you should ensure that the I sell this product/service to my customers option is selected. This will ensure that the income and expense accounts are associated with the item.

 

I would also appreciate it if you could include a screenshot so we can give you accurate steps in fixing this matter.

 

For detailed information about setting up a retainer item, feel free to visit this article: Record a retainer or deposit.

 

Let me know how it goes by leaving a reply below. The Community is always here 24/7 to provide our customers a helping hand with any QuickBooks-related concerns.