cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
Chris Chilvers
Level 1

Projects - Build a project from inventory

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

5 REPLIES 5
IamjuViel
QuickBooks Team

Projects - Build a project from inventory

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.

Fiat Lux - ASIA
Level 15

Projects - Build a project from inventory

@Chris Chilvers 

There is no assembly feature in QBO. You need a 3rd party app to do so.

Chris Chilvers
Level 1

Projects - Build a project from inventory

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.

Chris Chilvers
Level 1

Projects - Build a project from inventory

@Fiat Lux - ASIA Thanks, any suggestions for a good 3rd party app?

Fiat Lux - ASIA
Level 15

Projects - Build a project from inventory

@Chris Chilvers 

For a simple assembly feature, you may explore TG

https://go.tradegecko.com/register?code=fiat-lux

 

For a manufacturing company, you should explore these ones

https://katanamrp.grsm.io/katana

https://www.sosinventory.com/ --- > contact us to get the promo code 10% off per month

 

Need to get in touch?

Contact us