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April 22, 2021
Question

Inventory Assembly

  • April 22, 2021
  • 10 replies
  • 52 views

Does anyone know how to either

  • Print a report that shows each inventory assembly and the individual components
  • Export the assemblies to Excel

 

Thanks,

10 replies

AlcaeusF
Level 14
April 22, 2021

Thanks for reaching out to the Community, @suzmwatson.

 

QuickBooks Desktop (QBDT) has a report that will give you that information. All you need to do is to run the Sales by Item Summary report. Then, filter it to All assembly items or All inventory and assembly items. You can also export this report to Excel.

 

To pull up the report, here's how:

 

  1. In QBDT, go to the  Reports from the top
  2. In the drop-down, choose Sales, then select Sales by Item Summary Report.
  3. Click the Customize button.
  4. In the Display tab, select the appropriate reporting date from the REPORT DATE RANGE section.
  5. Proceed to the Filters tab, then select Item in the FILTER menu.
  6. Pick All assembly items or All inventory and assembly items.
  7. Hit OK to apply the filters.

 

To export the report, just click the Excel option at the top and choose Create New Worksheet in the drop-down.

 

For more information about managing and customizing reports in QBDT, consider checking out this article: Customize company and financial reports.

 

Please let me know if you have any other questions or concerns by leaving a comment below. I'm more than happy to help. Have a good one!

April 22, 2021

Thanks for the response. Unfortunately, I need to be able to get to the components for the assembly. I don't see a way to do this from any of the reports in the menu. Am I missing something?                            

Moderator
April 22, 2021

Hi there, suzmwatson. Thanks for following up with the Community.
 

You can pull up a list of each component for an assembly from your item list.
 

Here's how:

  1. In the top menu bar, go to Lists.
  2. Choose Item List.
  3. Find and select your inventory assembly.


You'll now have a list showing all of the parts involved with your assembly.
 

I've additionally included a few detailed resources about working with inventory assemblies that may come in handy moving forward:


Please feel more than welcome in sending a reply if there's any questions. Have an awesome Thursday!

TBracken
October 7, 2021

I think what you are looking for is an Exploded View, which shows each assembly, along with all of the components in that assembly exploded down as many levels as exist in your company file.  A third party program, called Auto Build Assemblies, creates this Exploded View in an Excel spreadsheet.  It helps you see the big picture.

New Member
November 3, 2021

suzmwatson,

 

I know exactly what you are looking for. 

 

You need to export an IFF report. 

You must be in single user mode with admin privileges to export this report. 

It is under file>Export. 

Choose the one that says item. 

 

Once you export it will not allow you to open. 

You need to open a blank excel document and drag your exported file over to the blank doc.

 

Scroll through this report, you will see your assembly items. The format is not great but it gives you something to work with. It sure is a lot faster than clicking through every single assembly and writing it down. 

 

Make sure you save this excel doc as a excel document and not a QB document. 

 

I would love it if the quickbooks team would put together a formal SOP for this but until then you can reply to this comment if you have any questions.