Question

Projects - Build a project from inventory

Forum|Forum|6 years ago
June 8, 2020
2 replies
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Hi,

Is there a way I can build a project up with stock and non stock items from inventory, as well as services? I'd like to do this before items have been purchased from my suppliers, therefore no invoice or bills available.

I build camper vans and other leisure vehicles, a majority of which are bespoke so the items fitted vary substantially. I'm hoping that I can use the projects feature to add items together (which I have entered in as inventory or services) to effectively create a 'build list'. Having this would mean I can see what is required for each job, but more importantly I can see the profitability. I realise I can create an estimate, but that doesn't give me a breakdown for reporting (unless i'm missing something).

It would also be great, if that project could then be turned in to an invoice once the build list was approved.

Fingers crossed there is a solution, if not I think Quickbooks is missing a trick.

Thanks

QuickBooks Online

IamjuViel

Hello, @Chris Chilvers.

Having the ability to group your inventory items and create a build list using Projects is currently not available. Let me share some information with you on how the Project feature works.

The Project feature enables you to track the income and expenses for a specific job. Also, it allows you to see which among the projects you're working is profitable or not. You can read through these articles to learn more:

Instead of using Project to group your inventory items. you can use the Bunde feature. It allows you group items that you can sell and track in QuickBooks. Once the items are grouped, you can use it when creating your estimates and associate it to a specific Project Job. For more step-by-step instructions in creating a bundle, you can browse this article: Introducing QuickBooks Bundles and Reorder Points.

Swing by here if you have other questions about using QuickBooks to manage your business. I'm always here to help.

Chris ChilversAuthor

Thank you for the response.

The bundle feature will be useful and something I wasn't aware of, but doesn't give the reporting details I'm after. I'll keep looking to see if there's another way I can do a workaround, it would be nice to easily see how profitable a job/project would be before finalising.