cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.
Emma_P
Moderator

Mastering QuickBooks: Get Real Time Solutions with Expert, Kristian

AMA - Weeks before FB Promo  (5).png

Welcome to our discussion with talented product expert, Kristian. Kristian is excited to be here today answering your questions on QuickBooks Online and all of its capabilities. He will be here live from 6am-2:30pm PT answering your questions in the thread. After 2:30PM PT, this discussion thread will be closed. 
Here’s how to participate: 


1. Press Join the Conversation to log in to the community. Once logged in, press Reply.
2. Write your question, feedback, or idea as your reply to the post. Press Post to submit.
3. Keep an eye on your notifications, or simply refresh the page periodically for a response from Kristian

Screenshot 2024-12-18 at 12.20.23 PM.png

11 Comments 11
mfwint01
Level 1

Mastering QuickBooks: Get Real Time Solutions with Expert, Kristian

Good morning.  This is for Quickbooks Desktop Enterprise 24.  An inventory question.  For my items, I can designate a MPN (manufacturer part number.)  But how can I designate a manufacturer?  In QBD, I can chose a vendor, but I can't chose a manufacturer.  For example, a Sony BRAVIA XR 48” Class A90K 4K HDR OLED TV would have MPN as XR-48A90K.  Vendor would be where I buy the item, which would be a distributor such as BandH.  Where can I designate Sony as the OEM?  

 

Brand names, i.e., manufacturers, are important to my business.  I need to be able to track and assess inventory and sales by manufacturer.  How can I do this if I cannot designate the manufacturer of each item?

 

I know I can add the manufacturer to the item description, but I'm trying to add it as a separate field.  I also want to add that field to Sales Orders, Invoices, etc.

Wilfred
Level 1

Mastering QuickBooks: Get Real Time Solutions with Expert, Kristian

Is this a webinar live?

Fernando Barrios
Level 1

Mastering QuickBooks: Get Real Time Solutions with Expert, Kristian

How can I export my PNL to a worksheet? The goal is to forecast expenses and modify my next quarter.

KristianWithAK
Intuit

Mastering QuickBooks: Get Real Time Solutions with Expert, Kristian

Good morning @mfwint01, and thanks for joining the discussion! Unfortunately, I'll only be answering QBO questions during this event. If you have any regarding that product, feel free to follow up here.

KristianWithAK
Intuit

Mastering QuickBooks: Get Real Time Solutions with Expert, Kristian

Hi @Wilfred . The discussion is now open for questions! If you have any questions regarding QBO, feel free to leave another comment here.

KristianWithAK
Intuit

Mastering QuickBooks: Get Real Time Solutions with Expert, Kristian

Great question @Fernando Barrios! Here's how to export your PNL:

  1. Go to Reports.
  2. Search for and select the report you want to export.
  3. Select the Export/Print▼ dropdown, then select Export to Excel.
  4. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

Note: If you’re missing data when you open the report in Excel, the file's in protected view. In Excel, you’ll need to select Enable Editing to view the full report.

mfwint01
Level 1

Mastering QuickBooks: Get Real Time Solutions with Expert, Kristian

Kristian,

 

How would I achieve this functionality in QBO?

KristianWithAK
Intuit

Mastering QuickBooks: Get Real Time Solutions with Expert, Kristian

Great question @mfwint01 . I'm going to tackle this in two parts. First, you'll need to add the MPN to your inventory item. Here's how to do that:

  1. Go to Settings ⚙ and select Products & services.
  2. Select New to add a product or service. Then select Inventory.
  3. Add a Name* and SKU for what you're tracking.

 

The MPN would go in the SKU field. Next, you mentioned that you need to be able to add the manufacturer to the item but also have the manufacturer show up on transactions like Sales Orders, Invoices, etc. I'm thinking you could use item Categories to accomplish this.

 

If you still have your new inventory item open, all you'll have to do is add the manufacturer's name to the Category field (just below the SKU field). Then, add any other necessary details and click Save and close. From there, any items you add to your transactions will display with both the category (i.e. manufacturer) name and the item name.

 

Here's an article that further explains how the Categories feature works: https://quickbooks.intuit.com/learn-support/en-us/help-article/report-management/group-products-serv...

 

Alternatively, if you only need to add the manufacturer's name to your transactions and don't need it to be associated with each individual item, you can create a custom "Manufacturer" field. More info on that here: https://quickbooks.intuit.com/learn-support/en-us/help-article/customize-forms/add-custom-fields-sal... 

 

I hope this helps!

Emma_P
Moderator

Mastering QuickBooks: Get Real Time Solutions with Expert, Kristian

@mfwint01 Hi there, thanks for this inquiry. Checking with a Desktop expert now to get you an answer to this question. Will be back with more details! 

Emma_P
Moderator

Mastering QuickBooks: Get Real Time Solutions with Expert, Kristian

@mfwint01 

Hi there! It's great you're looking to capture that level of detail in your inventory. While QuickBooks Desktop doesn't have a dedicated "Manufacturer" field built-in, you can use custom fields to achieve this. You can create custom fields specifically for items, allowing you to store and track manufacturer information for each of your inventory items. This information can then be shown on sales forms, such as invoices and sales orders, and also be used within reports.To begin, you can define these custom fields within the item list. Once created, these fields can be added to the layout of your sales forms so that the information is displayed. You can also customize reports to include these custom fields, which will allow you to sort and filter data by manufacturer. Keep in mind, when adding custom fields to forms, you may need to adjust the layout to ensure everything displays correctly.Check out this article for step by step instructions: Create and use custom fields in QuickBooks Desktop
Need more help? Don't hesitate to ask in the Community! We're all here to support each other and find the answers you need.
Emma_P
Moderator

Mastering QuickBooks: Get Real Time Solutions with Expert, Kristian

Thanks for joining this discussion with our expert, Kristian. Kristian will no longer be taking questions at this time, but don't hesitate to ask questions in the Community. We will have another event next month so stay tuned for more information on our Webinars/Events page! 

Get answers fast!
Log in and ask our experts your toughest QuickBooks questions today.

Need to get in touch?

Contact us