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Katie126
March 6, 2023
Question

Inventory Assemblies in QBO

  • March 6, 2023
  • 1 reply
  • 0 views

Hello!

Our company has recently switched from Quickbooks Desktop to Quickbooks Online. We had items in our inventory that were assemblies. I know that Quickbooks Online does not currently offer the assembly option. I am trying to figure out how to move forward and have the right inventory pull when I invoice that item?

Any suggestions? 

Do I go back to basics and pull each item individualy?

    1 reply

    M
    Mark_R
    March 6, 2023

    Glad to have you here in the Community, @Katie126.

     

    I'll share information on what will happen to your assemblies after converting to QuickBooks Online (QBO).

     

    While QBO has no Assembly feature, your assembly items will convert as bundles. As for the assembly components, they will convert into regular items. 

     

    You can utilize the Bundle feature  as a workaround for your assembly items. However, please know that unlike in the Desktop version, you won't get any warnings that you lack a quantity or two for a specific item bundle. QuickBooks will still proceed with the sale, but there will be a negative inventory quantity. 

     

    You may also consider using a third-party app to add features similar to Desktop's Assembly feature. To do so, you can go to the Apps menu and search for a third-party app.

     

    Since you're new to QBO, you can check out this article to learn how to get started: Get started with QuickBooks Online. 

     

    Don't hesitate to leave a comment below if you have other concerns or follow-up questions about QBO. I'll be right here to provide further assistance.

    K
    Katie126Author
    March 6, 2023

    @Mark_R thank you for the helpful information.

    I don't see inventory any where on our account, everything is listed under Products and Services. It also does not have an option to bundle. 

     

    Any help you can give me is appreciated.

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    March 7, 2023

    @Katie126 

    QBO doesn't offer the assembly feature. If you are running a manufacturing company or a workshop, consider having a 3rd party app to integrate with QBO. 

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