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Dan188
January 13, 2020
Question

Items and sub items

  • January 13, 2020
  • 1 reply
  • 0 views

I deal in repairs to many items. They are often the same model with different serial numbers. I have been using the model as the item and the serial number as the sub-item so as to differentiate the job and track costs on that particular repair item.

However when I do up the invoice I see "item:sub-item" (which is fine) but when I print preview, or print only the sub-item appears.

Is there anyway to get the item AND the sub-item to appear on the printed invoice.

 

 

1 reply

L
LauraAB
January 13, 2020

Hello Dan188,

 

I'm glad to hear that you've been able to work out a system that meets your business needs in terms of making sure you're accounting for the models and serial numbers of your products. I can appreciate the desire to have all the details listed on the invoice, similar to what you see with the item:sub item set up when you're creating a transaction. I'll go over this with you.

 

In QuickBooks Desktop, you as the user will often see more details than what's sent to your customers. This is because there's often a lot of back-end details that go into various forms and items that your customers don't need to know. In many cases, customers don't need to know something they're buying is categorized in your business's inventory system as a sub item, which is why those details don't appear.

 

To have that extra bit of detail appear, you can include the model in the description for your serial number item. That way, you'll be sure to have that information available as well.

 

You haven't mentioned which version of QuickBooks Desktop you're using, but something else you can consider is the Advanced Inventory add-on if you're using QuickBooks Enterprise. It's a great feature that gives you options such as adding serial numbers to your inventory items. Check it out here: Turn on Advanced Inventory In QuickBooks Enterprise, you can find out more about it by following these steps.

  1. Select Help from the top menu and choose QuickBooks Desktop Help (Note: press the F1 key as a shortcut).
  2. Click the Help tab.
  3. Choose Search.
  4. Enter use serial and lot numbers into the search bar to bring up the related articles.

If this is something you're interested in adding on to your Enterprise edition, call the Enterprise sales team at 1-866-935-7237 from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Take care!

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