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gerdgoebel
Level 3

Importing Build Assemblies using Excel or CSV file

I am using QB Prem 2020 with latest updates.

I work with lots of assembly items, thus, have to build them regularly. After this is rather cumbersome as I have to do one at a time, I am looking for some import templates I could use. Like an Excel or CSV template.

Is this possible with a template? And if yes, does anybody have such a Build Assembly. template and would share it?

I found a set of Excel import templates on the Internet but it did not have an Build Assembly template included.

5 Comments 5
JasroV
QuickBooks Team

Importing Build Assemblies using Excel or CSV file

Good day to you, @gerdgoebel.

 

I appreciate you for sharing the details with me. I can see how convenient it is to import your build assembly item.

 

As of this time, there isn’t an option to import them in QuickBooks Desktop (QBDT) using Excel or CSV template. In QuickBooks, we can only import Inventory Parts. Then, you can create the Inventory Assembly items using the imported items.

 

Nevertheless, you can consider looking for a third-party app that lets you import assembly items in QBDT. You can go to the App Center on your software and look for an app from there. You can also visit our QuickBooks Apps Store for additional reference.

 

Let me also add this article that you can utilize in case you need to edit an item in QBDT: Add, edit, and delete items.

 

You can always keep in touch with me whenever you have other questions about inventories. I’m always here to lend a hand. Keep safe and take care!

Fiat Lux - ASIA
Level 15

Importing Build Assemblies using Excel or CSV file

@gerdgoebel 

Prepare the Item Assembly data with the following template

Assembly Item NameParent Item NameIncome AccountCOGS AccountAsset AccountPurchase CostPurchase DescriptionSales PriceSales DescriptionBuild PointComponent Item NameComponent Item QtyUnit of Measure
Kit1 General SalesCost of Goods SoldInventory Asset56Sample Kit90Sample Kit Carpeting1 
Kit1 General SalesCost of Goods SoldInventory Asset56Sample Kit90Sample Kit Pad1 
Kit2 General SalesCost of Goods SoldInventory Asset60Sample Kit105Sample Kit Wood Door1 
Kit2 General SalesCost of Goods SoldInventory Asset60Sample Kit105Sample Kit Toilet1 
Kit2 General SalesCost of Goods SoldInventory Asset60Sample Kit105Sample Kit Sink1 

 

then utilize one of these importer tools.

https:// transactionpro.grsm.io/qbd

https:// partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

 

gerdgoebel
Level 3

Importing Build Assemblies using Excel or CSV file

Sorry I missed your reply.

We are talking about 2 different things, I am talking about an importer that can import "Build Assemblies", and you are talking about creating Assembly Items.

I already have created all my assembly items, and I also know how that importer from Saasant works.

When you buy in bulk and sell in ounces you need to do some repacking, like taking 16 oz out of your bulk inventory and adding it to a 16oz retail back. This process of taking the bulk inventory and adding it to the retail inventory is using the QB function Build Assemblies. Basically it controls the bulk and retail inventory at the same time.

After the packaging of the 16oz back you have qty 1 of your 16oz retail item, and you have 16oz less in your bulk inventory.

This is the importer I am looking for.

Saasant does not have one, even though I think they importer mapping is the most intuitive of the ones I have tested. I currently use the Business Importer from Snyder, but it has some issues and I am looking for better and more flexible options.

I had contacted Saasant support, but their app is basically frozen, thus, there is no hope they add the missing importer.

We do the repackaging nearly daily, thus, I just need a more flexible importer.

 

Fiat Lux - ASIA
Level 15

Importing Build Assemblies using Excel or CSV file


@gerdgoebel wrote:

This is the importer I am looking for.

Saasant does not have one, even though I think they importer mapping is the most intuitive of the ones I have tested. I currently use the Business Importer from Snyder, but it has some issues and I am looking for better and more flexible options.

 


@gerdgoebel 

Have you explored the other one?

https://transactionpro.grsm.io/qbd

 

gerdgoebel
Level 3

Importing Build Assemblies using Excel or CSV file

Yes, I already checked this importer as well, but it does not support Build Assembly import.

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