Convert a tracked inventory item to untracked when you've only imported an opening balance for it

You can change the tracked item to untracked after removing its opening balance through an opening balance re-import.

We recommend you consult with your accountant or bookkeeper before making any inventory adjustments.

Follow this process if:

  • You haven't used the tracked item in a transaction
  • You haven't made any adjustments to the tracked item.

If you added an opening balance through an inventory adjustment, follow this process:

Convert a tracked inventory item to untracked when you've used it in a transaction, or made an adjustment to it

  1. Go to Accounts, then select Inventory.

  2. Click Import, then select Opening Balances.

  3. Select Download existing opening balances.

    The opening balances CSV file will download to your computer.

  4. Find the CSV download file on your computer and open it.

  5. Delete the row containing the tracked item you want to change to untracked. Do not make any other changes to the downloaded file.

  6. Save the file in CSV format.

  7. In Xero, click Browse. Navigate to the saved CSV file on your computer and select it.

  8. Click Continue.

  9. Click Complete Import.

  10. Select your inventory item and click Edit.

  11. Uncheck the I track this item checkbox.

    Image showing checkbox unselected.