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JorgetteG
QuickBooks Team

Importing Inventory

Thank you for reaching out with your questions. Erss. I'm happy to help you get your inventories organized in QuickBooks Desktop.

 

I can see that the process of importing assembled items in QuickBooks Desktop may seem challenging. While the Advanced Import feature allows you to import the main and sub items, importing an assembled item directly isn't supported. In such situations, manually copying and pasting the item from an Excel file through the Add/Edit Multiple List Entries page from the Item List is the recommended approach.

 

On the other hand, creating an Inventory Assembly item and adding different items that make up an assembled item in QuickBooks Desktop, you’ll need to use the Bill of Materials (BOM) section.

 

Here’s how to do it:

 

  1. Go to the Lists menu, then select Item List.
  2. Click Item at the bottom left and choose New.
  3. Select Inventory Assembly as the item type.
  4. Fill in the details for the assembled item, such as the name, description, and cost.
  5. In the Bill of Materials (BOM) section, you will see a table where you can add the components:
    • Click in the Item column and select the component from your list of inventory items.
    • Enter the quantity needed for each component in the Quantity column.
    • Repeat this process for all components that make up the assembled item.

 

Once you’ve set up the Bill of Materials (BOM), you can start building. QuickBooks will automatically update the stock of components you use when you build a new product, so you don't have to worry about manually tracking your product's parts or materials.

 

In case you want to delete or modify your items in the future, you can refer to the resources from this link as your guide: Add, edit, and delete items.

 

I truly appreciate your time and I'm here for you if you need anything else. Keep safe and take care.

Erss
Level 5

Importing Inventory

The import file function is basically broken on QB.

 

To Import > Import Manually:  How can you setup the sub items under an assembled item?

JamaicaA
QuickBooks Team

Importing Inventory

 

I'm jumping here to give you some details on importing the sub-items under an assembled one, Erss.

 

Please know that you can only import the main and subitem using the Advanced Import feature mentioned by my colleagues in this thread. For assembled items, we're currently unable to import them directly into QuickBooks Desktop. In the meantime, I recommend copying the item from the Excel file and manually pasting it through the Add/Edit Multiple List Entries page from the Item List.

 

To learn more about how inventory assembly items work, refer to this article: Combine your inventory items to build finished goods.

 

If you want to delete or modify items in the future, review this material for your guide: Add, edit, and delete items

 

I've got you covered with managing inventory lists or other sales processes. Let me know the full details below, and I'll help you.

Erss
Level 5

Importing Inventory

Import > Manual Import > List drop down / Inventory Assemblies.   The issue is that QB does not allow us to copy and paste anything in there..

inventory assembly.JPGservice.JPG

Erss
Level 5

Importing Inventory

When adding assemblies, it allows you to edit it if you have already made one in inventory, but not under Import / Multiple list.

 

assmbeled.JPG

Erss
Level 5

Importing Inventory

Also, it doesn't allow you to change the Average Cost?

 

Capture.JPG

Archie_B
QuickBooks Team

Importing Inventory

I appreciate your effort in sharing those details, .Erss I can now clearly see where the problem is coming from. Let's work together to troubleshoot the problem and find a solution that will streamline your data entry process.

 

If you're encountering issues with copying data from Excel and pasting entries for Inventory/Assembly items into the Add/Edit Multiple List Entries window in QuickBooks Desktop, there are a few troubleshooting steps.

 

First is to make sure both QuickBooks Desktop and Excel are up to date with the latest software updates. Updating the software can sometimes resolve compatibility issues. Secondly is the formatting. the data in Excel is formatted correctly to match the fields in the Add/Edit Multiple List Entries window.

 

Lastly, make sure the method or the shortcut you used when copying and pasting the entries. You can use the Ctrl+C shortcut to copy data from Excel and Ctrl+V to paste it into the Add/Edit Multiple List Entries window. To copy the data in a specific field to the remaining records, simply highlight the desired field and right click then choose Copy Down.If data is in any of those remaining fields it will be overwritten. Here's an article for more details: Add and edit multiple customers, vendors, and items

 

If these steps do not resolve the issue, you may need to manually enter the Inventory/Assembly items into QuickBooks Desktop

Feel free to reach out again if you need further assistance or guidance with your inventory entries. I'm always here to help.

Erss
Level 5

Importing Inventory

QB is no longer "updating" Desktop 19 anymore.  

 

Second issue is that QB doesn't even allow us to enter anything in the assembled, can't click in the block and type in the number.

Jelayca V
QuickBooks Team

Importing Inventory

Let me lay down some steps to help you resolve the challenges you've encountered while creating an inventory assembly in QBDT, @Erss.

 

To begin with, please know that QBDT will cease to update if your QBDT version has already been discontinued. That said, you'll want to consider upgrading to a more recent version of QBDT to ensure you receive the latest features, security patches, and customer support.

 

Regarding your second problem, you can install QuickBooks Tool Hub and run the Quick Fix my Program utility. This tool helps resolve major issues and errors that prevent you from entering information when creating an inventory assembly in QBDT. For the best experience, we recommend running it on Windows 10, 64-bit.

 

Please follow these step-by-step guide: 

 

  1. Close your QBDT, then download the recent version (1.6.0.3) of the QuickBooks Tool Hub.
  2. Please save it in an easily accessible location and open it (QuickBooksToolHub.exe). Follow the on-screen instructions to install it, agreeing to the terms and conditions.
  3. Once complete, you can access the tool hub by double-clicking the icon on your Windows desktop.

 

Now, let's run Quick Fix my program:  

 

  1. In the QuickBooks Tool Hub, click Program Problems.
  2. Select Quick Fix My Program.
  3. Start QBDT and open your data file.

 

Proceed to Solution 2 in this article: Repair your QBDT. I'm also adding this article to help you learn how to obtain the tools that will help you fix common issues and errors: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

 

Reach us back if you have further questions about creating an inventory assembly in QBDT. I'll be happy to assist. Enjoy your day and keep safe!

Erss
Level 5

Importing Inventory

Again, the issue with everything is that it used to allow us to update, but after the program supposedly stopped updating, the function disappeared...

Maybelle_S
QuickBooks Team

Importing Inventory

I appreciate your time and effort in fixing this concern, Erss. I’d like to share some details about QuickBooks Desktop (QBDT) 2019 and why you’re unable to update it.

 

QBDT 2019 has been discontinued and no longer receives updates or support, it's why you're having trouble editing inventory assemblies in the import/multiple lists feature. Upgrading to a newer version will resolve this issue and provide access to improved features and ongoing support.

 

If you wish to upgrade to the latest version, I suggest checking this link for details: Upgrade QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise.

 

To learn more about the discontinuation policy, see this article: QuickBooks Desktop service discontinuation policy and upgrade information.

 

Additionally, you can check these resources that you can use in case you need to learn how to personalize your reports and invoices:

 

 

I'll be on this thread anytime you need additional assistance importing inventory in QuickBooks. Feel free to reply to this post, and I'll ensure to get you covered.

Erss
Level 5

Importing Inventory

QB have stopped all support for Desktop right?  How does submitting a request will help?

Erss
Level 5

Importing Inventory

So basically, the importing function has been severely reduced, and whatever function is available is what is what you can use on the desktop now.  No way to get the functions that were there before back?

JoesemM
Moderator

Importing Inventory

Hello, Erss. I'll guide you on how to restore those functions in QuickBooks.

 

Discontinued versions like QuickBooks Desktop 2019 will not receive the latest critical security patches and updates. Using a discontinued version of QuickBooks may affect features like the importing function.

 

You can upgrade your company file to a supported version to restore these functions. This will allow you to use the importing function and ensure that other features in QuickBooks Desktop work seamlessly.

 

In case you want to upgrade your company file, follow the steps below:

 

  1. In your top menu bar, go to Help, then Upgrade QuickBooks.
  2. Click Upgrade Now.
  3. Choose a version. If you're not prompted to input one, you'll need to enter your license information.
  4. Hit Upgrade Now.
  5. If you'd like to keep a copy of the current version, pick Keep old version on my computer.
  6. Select Let's Go.

 

For more details on the process and discontinuation policy, see these links: 

 

 

I will also add these articles to help you track your inventories, such as your product's parts or materials, in QuickBooks:

 

 

Feel free to reach out to us if you need help upgrading your company file or with anything else in QuickBooks. We will ensure that everything is taken care of.

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