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DEW2022
Level 3

Setting Up & Deploying Build Assemblies Function and Capabilities Using a Mock Company During Development

Our company has been using (dare I say under-utilizing) QuickBooks Enterprise Desktop for many years.  We believe that we could achieve significant improvements in our job costing and inventory management by developing and deploying build assemblies for the various products we fabricate or assemble and eventually install.

We are wondering what the best practices might be to undertake a project like this to be able to thoughtfully develop the various inputs to the application.  Is it feasible to work with a set of files for a "mock company" without disrupting the ongoing business files?

We'd like to develop the process and details and test them before adding the elements to the company's actual live files and operations.  Is that difficult to do?

3 Comments 3
MarkAngeloG
QuickBooks Team

Setting Up & Deploying Build Assemblies Function and Capabilities Using a Mock Company During Development

Hi there, @DEW2022.

 

Using a mock company is an excellent approach to developing and testing Build Assemblies in QuickBooks Enterprise Desktop without disrupting your live company files. I'll provide you with the best practices you should consider to help you streamline this process.

 

Creating a copy of your company file can be used as your mock company. Since it will be used as a mock company, you can use this to practice creating Assemblies in QBDT. Here's how:

 

  1. On the top menu, go to File and select Create Copy.
  2. Select the Backup Copy option.
  3. Click Next and select the Local backup.
  4. Choose the Save it now option and click Next.
  5. Save the copy file to your preferred location.

You can also duplicate your company file in Windows File Explorer to ensure you have both the original backup copy and the mock company copy. Alternatively, you can create a sample company file and use it as your mock company.

 

After that, let's ensure you have turned on inventory tracking before creating assemblies. Here's how:

 

  1. On the Edit menu, select Preferences.
  2. Go to Items & Inventory. Then, head to the Company Preferences tab.
  3. Click the Inventory and purchase orders are active option.
  4. Select OK.

     

Then, you can utilize these articles to practice creating assemblies and manage your inventory seamlessly:

 

 

Moreover, you can also consider setting up multiple locations to track your inventory with QBDT.

 

Let me know if you need help with setting up multiple locations in QBDT or if you have other concerns. I'm always available to assist you.

DEW2022
Level 3

Setting Up & Deploying Build Assemblies Function and Capabilities Using a Mock Company During Development

Thank you so much for this detailed response.  This is exactly the framework and approach I was hoping to learn and / or confirm. I appreciate your willingness to pitch in again as we embark on this important step forward in our use of the QuickBooks application's capabilities.

Thank you again.

Jayson_E
QuickBooks Team

Setting Up & Deploying Build Assemblies Function and Capabilities Using a Mock Company During Development

You're very welcome, DEW2022!

 

I'm glad that my colleague, MarkAngeloG, was able to help you with your concern about developing and testing Build Assemblies in QuickBooks Enterprise Desktop. Our Community and the QuickBooks Team are always eager to help.

 

You can also refer to this article to learn how to track the products you build using inventory parts: Track the products you manufacture.

 

Should you have any more inquiries or require additional support, please don’t hesitate to return or initiate a new discussion in our forum. We're at your service!

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