Importing Build Assemblies using Excel or CSV file

gerdgoebel · ‎November 18, 2020

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.

JasroV

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

@gerdgoebel

Prepare the Item Assembly data with the following template

Assembly Item Name

Parent Item Name

Income Account

COGS Account

Asset Account

Purchase Cost

Purchase Description

Sales Price

Sales Description

Build Point

Component Item Name

Component Item Qty

Unit of Measure

Kit1

General Sales

Cost of Goods Sold

Inventory Asset

56

Sample Kit

90

Sample Kit

Carpeting

1

Kit1

General Sales

Cost of Goods Sold

Inventory Asset

56

Sample Kit

90

Sample Kit

Pad

1

Kit2

General Sales

Cost of Goods Sold

Inventory Asset

60

Sample Kit

105

Sample Kit

Wood Door

1

Kit2

General Sales

Cost of Goods Sold

Inventory Asset

60

Sample Kit

105

Sample Kit

Toilet

1

Kit2

General Sales

Cost of Goods Sold

Inventory Asset

60

Sample Kit

105

Sample Kit

Sink

1

then utilize one of these importer tools.

https:// transactionpro.grsm.io/qbd

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

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