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AWJIN
June 8, 2021
Solved

Group items in QuickBooks Desktop - Enterprises

  • June 8, 2021
  • 3 replies
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I currently use a "Group" item in QuickBooks Desktop Manufacturing - Enterprise, with the do not print set, for quoting purposes. I'm trying to figure out if there is a way when I turn the estimate into a Sales Order that the lines previously not printing from the Group could be made to print on the Sales Order.

 

For example I have a group set for quoting multiple items that go into making one part. When I print the Quote it only shows me a total for that Group on the Estimate, which is exactly what I want. When the customer places the order based on that Estimate I would like for the exact same items in the Group to show and print on the Sales Order so our works know what tasks are required to make that part. Is this possible?

 

Thank you in advance for your help!

Best answer by GlinetteC

Thanks for getting back to us, AWJIN.

 

I recommend looking for a third-party app that can integrate with QuickBooks Desktop. This way, you'll have the option to create a group inside of another group.

 

You can go visit our App store and look for an app that allows you to do this in QBDT.

 

Feel free to comment below if you have any additional questions. The Community is here to help.

3 replies

Tori B
Tori B
June 8, 2021

Hey there, @AWJIN. 

 

Thanks for reaching out to the Community for support. I hope you're enjoying the day so far. 

 

Since it's working for you when using a quote, and not with sales orders. Then I recommend we open a sample company file and test if it works there. This way, we can rule out any template damage that may be causing it to not work properly in sales orders. 

 

To open a sample company file:

 

 

If it works in a sample company file, then you'll need to go back to your company file and create a new template for sales orders. I've included some steps to create a new template below. 

 

  1. Go to the Lists menu, then choose Template lists. 
  2. At the bottom left corner of the screen click on Templates, then hit New.
    •  
  3. Choose Sales Order.
  4. Customize your template then hit OK. 

 

To learn more about customizing templates, check out Use and customize form templates.

 

Please let me know if you continue to have issuses. I'll be here every step of the way. Take care and have a wonderful day ahead! 

A
AWJINAuthor
June 8, 2021

Thank you so much for your hard work Tori.

 

In the group that I set up, I have intentionally told the group not to print. We are using this group in our quoting so that it rolls up all the costs for things such as material, cutting, shipping, etc. into one line item for the customer.

 

We'd like to take the same group and make it print on the Sales Order so that our shop people know exactly what is required to make this part, because the group has everything listed for them.

 

I tried to create another group, and is set to print, but QB does not allow a group inside of another group.

 

Is there another way to use the same group but have it set to print all of the line items? Or, is there another way to complete this task easier?

    G
    GlinetteCAnswer
    June 8, 2021

    Thanks for getting back to us, AWJIN.

     

    I recommend looking for a third-party app that can integrate with QuickBooks Desktop. This way, you'll have the option to create a group inside of another group.

     

    You can go visit our App store and look for an app that allows you to do this in QBDT.

     

    Feel free to comment below if you have any additional questions. The Community is here to help.

    E
    Eig2045
    December 28, 2021

    Wondering if you ever found a solution.  We have the same issue.  Use groups for the estimate, and all groups are set to NOT print individual items,  but want the detail to print out for internal review purposes.

      R
      rvrfrf
      December 28, 2021

      Thanks for joining this thread, Eig2045.
       

      I can certainly understand how an ability to create groups inside of another group could be useful and have submitted a suggestion about it as of today.
       

      You can also submit your own feature requests while using QuickBooks.
       

      Here's how:

      1. In your top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
      2. Choose a Type of Feedback and Product Area (optional) from the available drop-down menus.
      3. Enter any suggestions/feedback in your Here is my suggestion: field.
      4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
      5. Select Send Feedback.


      Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
       

      For the time being, you can check our QuickBooks Desktop Marketplace for apps that may be able to help you achieve what you're looking to do.
       

      If there's any additional questions, I'm just a post away. Have a great day!

      L
      LubemanBruce
      March 5, 2025

      Were you ever able to find a plug in for this? This is a huge oversight on QuickBooks part as you don't want your customers to see all the line items when quoting but you do need your assembly technicians to see all the necessary line items associated with the grouping for the assembly process once the sale has been made. Frustrated!

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