Correct way to group inventory items?

Hello there, DUCKS495.

Allow me to share some insights on how to handle group inventory items in QuickBooks Desktop.

Yes, you're doing the right way in grouping your inventory items. If you wish to group the same items together, you can set up an inventory item and use a sub-items to represent those items that you want to group together.

In case you need a reference on how to do it, I'd be glad to share the steps below:

1. Go to List.
2. Click Item List.
3. From the Item drop down, choose New.
4. Enter the Item Name/Number and check the box for Subitem of.
5. Fill in the necessary information.
6. Click Ok.

Here's an article to know more about adding items in QuickBooks Desktop: Add, edit, and delete items.

You should be on the right track. If you need further help while working with inventories, feel free to reach back to me. I'm always happy to help.

Hi,

I need to add a part as a subitem of several items. We integrate different machines that use the same operating system. When I try to add the OS as a subitem of more than one machine, it swaps among items but belongs just to the last selected.

Thank you for your help 

I'm here to help and ensure that your questions are addressed accordingly, SQD1.

May I know which machine you're trying to add the sub-items to? Is it in QuickBooks Online or the integrated ones?

Any information that will elaborate on the problem will help me sort things out. Also, it would be best if you can send me a screenshot as well.

I hope you can respond to me on this thread so we can work on your concern together. Please know I'm ready to assist further. Have a good one.

Hi Rose,

In this screenshot you will see I'm trying to set two different machines; the SM-4UR_V1 and the SM-4UR_V2. They have parts in common as the W10 PRO operating system. How can I add it in booth machines?

I'm using the desktop version of QB 2020 for Mac.

Thank you

Hello there, @SQD1.

I can help you add a subitem to several items in QuickBooks for Mac.

Here's how:

1. Go to the Lists menu.
2. Choose Item List.
3. At the bottom, click on Item and choose New. 
4. Choose the Type and other details. For example, the item type is Non-inventory, and enter the name.
5. Hit on OK.
6. Click on New again.
7. Choose the type and other details. This time, enter Pens and check the box Subitem of and choose the item.
8. Select OK.

To learn more about how to add, edit, and delete items in QuickBooks Desktop for Mac, see Add, edit, and delete items article for more details.

However if the issue persists, You might want to run the QuickBooks File Doctor to fix company file issues.

We'll be around the corner to help. Just keep us posted on how this works. You take care and stay safe!

Hello Maybelle;

I think in your example you are adding the item pen as a subitem of the first item, let's call it Box1.

My problem is I need to ALSO add the item Pen as a subitem to a second item, let's call it Box2. Let's assume it's already created.

In other words, I need the item Pen as a subitem of the both items (Box1 & Box2) simultaneously.

I can't find a way to do that, because when I create de item Pen (or if I want to edit its properties), I can choose only one item in the dropdown menu "subitem of".

Thank you.

I appreciate you for keeping us updated, @SQD1.

Let me share additional insights about handling inventory items in QuickBooks Desktop.

The option to link an item to two subitems is unavailable. For now, you can only select one subitem. Nevertheless, I suggest submitting feedback to let our product engineers know about considering this functionality to be added to the software. Here's how:

1. Click on the Help menu.
2. Select Send Feedback Online.
3. Open the Product Suggestion tab.
4. Fill out the necessary information.
5. Once done, click on Send feedback.

For future references, check out these helpful articles to learn more about keeping track and managing item list/transactions in QBDT:

• Understand reports 
• Customize reports in QuickBooks Desktop

Don't hesitate to add a response to this thread if you have additional concerns with this matter or QuickBooks. The Community is open 24/7 to back you up. Have a good one!

you may want to try creating a "group" instead of sub-items of items.

You may want to try using the "group" function instead of the "sub-item" option. With "Groups" you can use the same items in multiple groups. You then use the group name on your transaction and it will automatically insert all items within that group.