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I just spoke with an amazing business manager at QuickBooks. He gave me a lot of information. The one piece I need are instructions on how to create a bill of materials and include landed costs. Can someone point me in the right direction?
Thank you for your help!
I forgot to ask, is there a sandbox to try it out to see if it will work for my client?
Creating a bill of materials with landed costs isn't available in QuickBooks Online and is only available in QuickBooks Desktop, dpic44. Instead, you can create a bundle and service item to meet your needs. I’d be happy to share the steps with you.
For the Bill of Materials, you can create a Bundle for the products or services you sell together as a single item. For the Landed Cost, you can create a Service item and add it as a second line item in your invoice.
Here's how:
Then, do the same process when setting up your Service item. For the detailed process, refer to this article: Set up and track your inventory in QuickBooks Online.
Once done, create an invoice and enter the products/services you've created. See screenshot for reference.
On the other hand, you can reach out to our Intuit Developer concerning the sandbox. They can offer applications for your client to test and respond to inquiries regarding integration.
Additionally, I'll be sharing these resources that will guide you in pulling up inventory reports and recording customer payments in QuickBooks:
Should you need further assistance with creating your new bundle items, feel free to click the REPLY button below. I'd be more than happy to assist. Stay safe!
QBO doesn't offer the assembly feature. You can use a 3rd party inventory management app with the assembly feature or a manufacturing app to sync with QBO.
Thank you for the screenshots! I will speak to my client about this.
The bundles are not needed for customers. They would have to work for the suppliers. We need the landed cost to be able to give an accurate quote to their customer.
Thank you for the clarification.
It's a shame that Intuit is pushing everyone to the online version but doesn't have the functionality yet to accommodate those coming over. Third party software adds additional costs and they would be paying a lot already for QBO Advanced.
Thanks again, keep me posted if the functionality becomes available.
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