Assembly Items

I appreciate you for sharing detailed information about your concern, @capitanhappy. I'd be glad to share ideas so you can record the assembly items.

Yes, it's possible to create an assembly in QuickBooks Desktop and share it between POS. Just use the Financial Exchange process to reduces workload as it keeps you from entering the information twice. 

To make this possible you'll need to set your QuickBooks preferences by following these steps:

1. Click on Edit at the top.
2. Select on Preferences.
3. On the left pane, choose Integrated Applications then go to the Company Preferences tab.
4. From the Applications list, select QuickBooks Point of Sale.
5.  Select on Properties.
6. In the Access Rights tab, select the option Allow this application to read and modify this company file.
7. Select OK in the Properties window, and the Preferences window.

Once you activate the financial exchange, the POS will manage the Inventory. And you can now sync the inventory from QuickBooks Financial to POS. 

Here's how:

1. Go to Financial from the top menu.
2. Click Financial Center.
3. From the Action section, click Show Advanced Options under Advanced Options.
4. Click Import Items Now.

For complete details about these processes, please refer to these articles:

• QuickBooks Desktop Point of Sale with QuickBooks.
• Financial Exchange Overview.

Also, to answer your last question. Yes, you can create a dummy purchase order to record the transaction. See this article for more details: Create purchase orders in QuickBooks Desktop.

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

• Track the products you manufacture
• Set up a bill of materials
• Combine inventory items to build finished goods

Please let me know how it goes or if I can be of additional assistance. I'll be here should you have any follow-up questions. Have a great rest of the day!

Thank you for replying.  I was able to create the assembly item in quickbooks desktop financial premier retail edition 2021.  I was also able to transfer the assembly over to Quickbooks Point of sale 19 via the financial center.  I am a bit confused about the workflow of maintaining inventory of the assembly item in qbPOS.  I have tried creating a purchase order but was a bit confused.  Do I add myself as a vendor and then select the assembly items that I need more of?  I noticed a System option as a vendor.  Do i select System as the vendor?  Do i need to build the assemblies in quickbooks financial before i create the purchase order in POS?  I guess I am confused about the sequence of actions that need to be taken and what action gets performed in quickbooks financial vs quickbooks point of sale.  Thanks again for your help.  

I'm here to clear things out for you, capitanhappy.

You can use the actual vendor whom you've ordered the components. This way, you'll able to accurately track the items you order. 

Moreover, if the quantity of the individual components is still enough, you can build the assemblies first in QuickBooks Desktop. However, if the quantity is short, you may need to create the PO to restock the ingredients.

I'm also adding these articles to help monitor the estimated costs and revenues for the items you sell: Customize item reports.

If I can be of any additional assistance, please don't hesitate to leave a comment below. The Community always has your back.

  I created an assembly in quickbooks desktop and transferred just the assembly over to qb point of sale so that the subcomponents do not show up as items in my point of sale as they are never sold individually.  I am not creating a purchase order for the subcomponents as they are not in my point of sale system.  When I create the purchase order in my point of sale of the assembly item that i create in-house and "assembled" in my quickbooks desktop accounting software from various vendors.  I am creating a purchase order of my assembly item that i made myself. So do i create myself as a vendor in my point of sale in order to push the assembly through from my quickbooks financial accounting software to my pos.  Sorry if this is a bit confusing.  I am thoroughly confused myself and wish there was a way to create my item in the point of sale without having to include all of the individual subcomponents that never get sold individually.  

Glad to see you here today, @capitanhappy,

Each vendor from whom you purchase merchandise should be set up in Point of Sale. As you add items in inventory, you associate them with a vendor. This allows Point of Sale to build a history for the vendor by automatically adding vendor account numbers, terms, and order costs to purchase orders and receiving vouchers. This can be easily viewed from the vendor record.

Also, you can create an assembly in your POS, here's how:

1. Go to Item List then press Add.
2. Enter the Name and the Type as Assembly.
3. Add a Department then all the details of that assembly.
4. Press Save.

Check out this the QuickBooks Desktop Point of Sale 18.0 User Guide to learn more about the Financial exchange integration to import item lists and vendors.

For assistance or need help with a live rep, click this link to get our contact information: Contact Payments or Point of Sale Support

If you need anything else about managing products and services in QuickBooks Point of Sale please, let me know in the comments below. I'll be right here to help you any time. 

I do not want the subcomponents of my assembly to appear in my point of sale as they are never sold individually.  How do i build an assembly in my point of sale without having to add the subcomponents as items.  Again the subcomponents of my assembly are never sold individually so i don't want them in my point of sale.  

Hi there, thwewcapitanhappy,

I'm here to share some information about how the financial exchange works.

When performing a financial exchange, data is transferred from Point of Sale to QuickBooks Desktop and vice versa. Please know that the components of you've used in QBDT will also be carried over since they're part of the finished product or assembly item. You can read this article to know what data, activities, and accounts affected during the exchange:  Financial Exchange Overview.

Furthermore, we're unable to build an assembly item without adding subcomponents. I'll take note of your ideas and suggestion to help improve your QuickBooks experience. I also encourage visiting our Firm of the Future page to stay current with our latest features and product enhancements.

Since you want to include the subcomponents, you'll want to consider directly entering the finished product as an inventory item in QuickBooks Point of Sale. Here's how:

1. Go to the Inventory menu.
2. Select New Item.
3. From the Type drop-down menu, choose Inventory.
4. Enter the necessary information.
5. When you're done, click Save.

Lastly, here's a link to our compiled articles that you can use while working in the program: QuickBooks Point of Sale (POS) FAQs.

If you have any other questions, please let me know by leaving a comment below. I'll be here to lend a hand.

When I transferred the assembly item over to QBPOS from QBDT, the subcomponents in QBDT did not transfer over.  Only the assembly item transferred which is the whole purpose of me creating the assembly item in QBDT and transferring.  I do not want to create the assembly in QBPOS because I do not want the subcomponents in QBPOS since I only sell the assembly as a whole and I never sell the individual subcomponents of the assembly separately. I do not want to add items that I do not sell to my point of sale.  I am able to build the assembly in QBDTt and transfer over just the assembly without the unsellable subcomponents to my pos and everything looks good from that point.  My question involves how to manage this inventory assembly item.  When I create a purchase order to replenish the inventory I am confused who the vendor would be as this assembly item is created by myself.  I know that I can create the assembly item in my pos but I do not want to add any "raw materials" that are part of the assembly that are not sold individually.  

Thanks for getting back to us, capitanhappy.

I can help share additional information on how to handle this. 

You may also need to create the assembly item to QuickBooks Desktop POS so you can use them when creating a purchase order. You can check this article to learn more information: Set up inventory in QuickBooks Point of Sale.

In addition, I've got this article on how to manage your inventory for reference: Troubleshoot duplicate items in QuickBooks Desktop Point of Sale.

I'll be right here if you have any additional questions managing your items in QuickBooks.

The assembly item is already in my qbpos why would I want to create the assembly item there when it is already showing up there as a transfer from qbdt.  I would rather manage the unsellable subcomponents in qbdt.  Is there no way of doing this?  Why is it that i can transfer just the assembly item from qbdt without any of the subcomponents if as you say I have to make the assembly in qbpos.  I do not want to enter and manage 100's of subcomponents that will never be sold in my point of sale.  I would like to build the assembly in qbdt and manage the subcomponents that will never be sold in my store in qbdt.  I only want to manage the completed assembly in qbpos.  Are you saying there is no way of doing this?