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Join nowI don't quite understand the Bundles feature. On QB desktop, we we're able to make "assemblies" and I could make an existing part number the assembly and just "build" it. Now I have to make a separate part number that isn't tracked by inventory for past uses of the part number, and I also can't change the prices on the bundle. I have customers that all get different prices, so a blanket cost doesn't really help me. Is there a way to go around using the bundle feature, and just adjusting inventory without it messing up my balance sheets? That's a major concern for my books. Will QBO ever be upgraded to make "assemblies?"
Also, I'm not international, it just wouldn't let me proceed without choosing this product. I'm in USA.
Hi, @kayleepes.
I'm here to ensure you get the clarification you need about the Bundles feature in QuickBooks Online (QBO) and how it differs from the Assemblies feature in QuickBooks Desktop (QBO). I can also lay out a couple of alternative options as a workaround.
When you migrate from QBDT to QBO, Assembly items are moved as Bundles for sales transactions and the inventory parts are converted as regular items. Refer to this article for more information: Learn how features and data move from QuickBooks Desktop to QuickBooks Online (scroll down to Items that move over to QuickBooks Online).
Bundles let you group multiple products or services to help save time from having to select them one by one in sales forms, but please know that they don't build and track your finished goods required for manufacturing products which is how the Assembly feature in QBDT functions.
If you wish to continue using the bundles feature, you can consider editing the bundle item and placing a checkmark for displaying bundle components. This way, you can change the overall price of the bundle when creating invoices or sales receipts. Here's how:
Although you can change a bundle's price by editing the quantity or price of each component, it would be best to look for a third-party manufacturing app in QBO since bundles aren't tracked as inventory. This will ensure that your books are correct. You can follow these steps:
However, I recognize that looking for a third-party app for tracking finished goods isn't ideal and that the software must accommodate various business needs. I'd encourage sending your suggestions to our Product Engineers for this one. You can track feature requests through the QuickBooks Online Feature Requests website.
After this, let me add this article to get help ful insights on the things you buy and sell: Use reports to see your sales and inventory status.
Keep us posted if you have additional questions about creating bundles in QBO. We'll do our best to assist.
This didn't fix my problem. I've already tried doing what you have suggested. I have too many parts that need to have parts pulled out of inventory as we sell each one as a complete "bundle." My already existing part number that was originally an "assembly" in QBDT didn't transfer over as a bundle. Doing as you suggested for the bundle and going in to change the price on every part of the bundle is just more work on my end. I also need to know if there is a way to "clean out" the parts that I need to be built as a Bundle? On QBDT we could do an inventory adjustment and clean out parts that way. I'm unsure where to find that. This route might be my best option until QuickBooks decides to add assemblies to QBO.
Consider having an inventory management app with a simple assembly feature or a manufacturing app to integrate with QB Online.
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