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Level 1

I have QB Accountant Desktop 2020 I need help with the Bill of material setup.

I have been trying to setup our bill of material for our products but when I enter a sales order it does not show allocated inventory so i could possibly over promise. What am I doing wrong?

3 Comments
QuickBooks Team

I have QB Accountant Desktop 2020 I need help with the Bill of material setup.

Hello there, @ Just3733.

 

llow me to give you some insights on how to set up these sales items so they won't appear on the final invoice.

 

To start with, you're able to convert a sales order to an invoice in QuickBooks Desktop (QBDT). This way, you'll have the options on what sales items to include on your invoices. To do this, you'll just have to select the Create Invoice button on the sales order page. I'll guide you on how to do it:

 

  1. Go to the Customers menu, then choose the Create Sales Orders option.
  2. Tick Create an invoice for selected items then click OK.
  3. On the pop-up window, put a checkmark sales items you wish to include on the final invoice, then pick OK once done.
  4. Hit Save and Close or Save and New on the invoice page to confirm the action.

 

You can refer to this article for more information about the process: How can I convert a sales order to an invoice in QBDT?.

 

 

Also, feel free to check out this help article on how to manage your item lists in QuickBooks Desktop: How can I manage my item lists in QuickBooks Desktop?.

 

Please let me know if you have any other questions. Take care and keep safe!

 

 

Level 1

I have QB Accountant Desktop 2020 I need help with the Bill of material setup.

my issue is inventory allocation, if i enter a sales order item with a bill of materials it does not show these parts (build components) al


@MaryAnn_E wrote:

Hello there, @ Just3733.

 

llow me to give you some insights on how to set up these sales items so they won't appear on the final invoice.

 

To start with, you're able to convert a sales order to an invoice in QuickBooks Desktop (QBDT). This way, you'll have the options on what sales items to include on your invoices. To do this, you'll just have to select the Create Invoice button on the sales order page. I'll guide you on how to do it:

 

  1. Go to the Customers menu, then choose the Create Sales Orders option.
  2. Tick Create an invoice for selected items then click OK.
  3. On the pop-up window, put a checkmark sales items you wish to include on the final invoice, then pick OK once done.
  4. Hit Save and Close or Save and New on the invoice page to confirm the action.

 

You can refer to this article for more information about the process: How can I convert a sales order to an invoice in QBDT?.

 

 

Also, feel free to check out this help article on how to manage your item lists in QuickBooks Desktop: How can I manage my item lists in QuickBooks Desktop?.

 

Please let me know if you have any other questions. Take care and keep safe!

 

 



located as i enter sales orders. So if my next sales order has a part number with a bill of materials with some of the same components they do not show allocated so i can enter without knowing they are already gone. 

Moderator

I have QB Accountant Desktop 2020 I need help with the Bill of material setup.

Thank you for reaching back out to the Community, Just3733.To better assist, are you referencing that your quantity is going into the negative by accident? If so, you can set up a warning to be notified. Here's how:

 

  1. Go to the Edit tab, and click Preferences.
  2. Choose Items & Inventory, then click the Company Preferences tab.
  3. Click Inventory, and purchase orders are active.
  4. Select Warn, if not enough inventory to sell. Once completed, choose which type of warning you want to see. Just a friendly reminder, if you use the QuickBooks Enterprise version, you can select Don’t allow negative inventory quantities to ensure your books stay accurate.
  5. If you use a unit of measure to track products, select Enable in the Unit of measure section. To learn how the unit of measure works in QuickBooks, this article is convenient.
  6. Once completed, hit OK.

Let me know how it goes. I'll be right here if you need anything else, as I want to make sure this is taken care of. Have a lovely day

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