How to set weight and amount in the invoice?

Hi there, accountant413.

I can share details about setting invoice weight and amount in QuickBooks Desktop (QBDT).

You're already on the right track! Since you're done setting up the unit of measure (U/M) in the Preferences, the next thing to do is to ensue that the U/M is added on the item that you're selling. This way, the system will automatically calculate the item by weight.

Here's how to add the U/M to the item:

1. In QBDT, go to the Lists menu at the top.
2. Choose Item List in the drop-down.
3. Double-click the item in question.
4. In the Unit of Measure section, select weight by the pound or the one you've created.
5. Hit OK to complete.

Once done, enter a test invoice to double-check. You can refer to this article for further guidance: Create an invoice in QuickBooks Desktop.

For more information about managing U/M and items in QBDT, consider checking out this article:

• Use single and multiple units of measure for items.
• Add, edit, and delete items.

I also recommend visiting our website for more tips and other resources you can use in the future: Self-help articles.

Please know that I'm only a post away if you have additional questions about this or anything else QuickBooks. I'm more than willing to help. Stay safe.

Actually, I was trying to do it in this way. However, it wouldn't show by case if I used weight by pound. I set it case per pound, but the price only showed per case instead of pound. Is it possible to set the price per pound and the amount shows by case? I saw some companies are able to do that, but I can't figure it out. Thank you!

I appreciate the screenshot you added, accountant413.

It's good that you were able to do it that way. The system won't generate by case when the item is set up weight by pound. 

And, yes, it's possible to set the price per pound and show the amount by case. Here's how to do it:

1. Go to the List menu.
2. Select Item Lists.
3. Find the item you created. Double-click to open it.
4. Click the Unit of Measure drop-down arrow. 
5. Select Add New.
6. Choose Weight (ounce, pound, kilogram, etc) in the Unit of Measure window.
   
7. Click Next. Then, select Pound (lb).
   
8. Manually add case as your related units. Then, Next.
   
9. Set a name for the unit measure
10. Click Finish.

You can then review the unit measure setup by clicking the Edit button. Set default units for pounds.

Once done, we can now apply the item to the sales transactions. 

To track the products you build using inventory parts, you can visit this article: Track the products you manufacture. Still, I recommend checking the articles shared by my colleague for more tips and details on managing units of measure. 

Don't hesitate to post again if you have additional concerns about handling items. Take care and stay safe.

I tried to set it in this way, but the price still shows $ per case. Did I set it wrong?

Thanks for returning to this thread, accountant413. I'm here again to provide further clarification. 

I've noticed that I mistakenly used the incorrect unit of measure type in my previous post. Please know that I have modified step 6 for clarification.

Instead of choosing Count (each, box, case, dozen, etc), we have to select the Weight (ounce, pound, kilogram, etc) option. Then,  Pounds and enter the case as your related unit.

Here are the sample screenshots for additional reference:

Please consider checking the links shared above for tips. 

Please consider checking the links shared above for tips. And please don't hesitate to post again if you have additional concerns. I'll be right here to help and provide the information you need. Stay safe.

I tried it in this way as well. I would show price per pound, but the amount and price showed by case after I put 1 case on my invoice.

This is what it showed before - price and amount by case:

This is what I am trying to do - price per pound and amount by case:

The weight is a custom field, but the amount couldn't include that column in the calculation.

Thanks for the prompt reply, @accountant413. I appreciate the screenshots and steps you've performed to set up the item in QuickBooks.

Based on the screenshot you've provided, let's review the item information and ensure the measure type unit is set to Weight (ounce, pound, kilogram. etc.). This way, it will reflect the items and price correctly when you create the invoice.

If the setup is correct, I'd recommend consulting with an accountant or tax advisor about this matter. This way, they can provide options for handling and recording the transactions. If you need one, you may follow the step's below:

1. Go to our Find a ProAdvisor page.
2. Use the City or ZIP search field to specify a location.
3. Select Find a ProAdvisor.
4. Browse through your results and find one that works best for the business. You can click on each ProAdvisor profile to learn more about them.

Additionally, I'll be sharing these resources that will help you create items and customize your sales forms in QuickBooks:

• Use single and multiple units of measure for items
• Use and customize form templates

Please know that you can always get back to this post if you have another question with QuickBooks. I'll be more than happy to help you again.