Keep your item list up to date with just a few clicks
Editing an item allows you to quickly update key product or service information—whether you're fixing a typo, adjusting prices, or applying new tax rules. Here’s how to edit an existing item in your inventory.
How to Edit an Item
Step 1: From the dashboard, click Item on the side menu to open your full list of products and services.
Step 2: Scroll through the list or use the search bar at the top to locate the item you want to update.
Step 3: In the Actions column beside the item, click the ✏️ pencil icon to open the editing window.
Step 4: Update the item details
A pop-up titled Edit Item will appear. You can update information across the following tabs:
General Info: Change the item name, SKU, unit of measurement (UOM), and other general details.
Accounting: Modify the income account, tax settings, or other financial information.
Step 5: Once you’re done editing, click Save . Your updates will immediately reflect across reports and transactions.
💡 Tip: Need to update multiple items? Repeat these steps for each item. Keeping data accurate helps improve reporting and customer invoicing.