Advanced Reporting

Hello there, @neogenesis.

You'll need to manually add the items from the assembly and inactive to the one you want to use. But before you do that, you need to zero out the quantity of the items on the assembly and mark it inactive so that they'll not be deducted from the quantity of the active items.

Here's how:

1. Go to the Lists menu at the top, then pick Item List.

2. Double-click the assembly that you want to make inactive, then zero out the quantity of the items on the ITEMS section.

3. Select OK.

4. Then, right-click on the assembly name, then choose Make Item Inactive.

Once done, add the inventory items to the assembly you want to use. Here's how:

1. Double-click that specific assembly.

2. Add the items on ITEM section, then OK.

Once done, we can pull up the Sales by Item Summary Report, then filter it to All assembly items. This way, we'll be able to show how many of each item and services you have sold and the profitability of each product or service. I'll guide you how:

1. Select Reports from the top menu bar.
2. Go to Sales, then select Sales by Item Summary Report.
3. Click the Customize button.
4. In the Display tab, select the appropriate reporting date from the REPORT DATE RANGE section.
5. Go to the Filters tab, then select Item in the FILTER menu.
6. Select All assembly items from the drop-down menu.
7. Hit OK to apply the filters.

Check out this link that will guide you in setting up multiple locations for tracking inventory: Multiple Inventory Sites.

If you want to know where your business stands in terms of sales and expenses, you can visit this article about customizing company and financial reports.

You can also check out this article for further guidance on how to use inventory assembly items to build and track your finished goods.:  Combine your inventory items to build finished goods.

Let us know if there’s anything that I can further assist. I’m always glad to help in any way I can. Have a wonderful day!

Thank you, but that is not what I was asking.  I am working in Advanced Reporting and need to know how to get the total sale of both the old item number and the new item number (both have the same description) to combine into a single line on the report.

Hi there, neogenesis.

I'm here to share insights about how QuickBooks populates the information on the reports.

Unfortunately, this type of report is unavailable in QuickBooks Desktop Enterprise. Please know that the program will always separate the quantity and sales for inventory and assembly items.

For now, you'll want to consider exporting the Sales by Item Detail report to an Excel file. This way, you'll be able to further customize it and combine the quantity sold & total sales of the old and new items. I'll guide you how:

1. Select Reports from the top menu bar.
2. Go to the Sales section, then choose Sales by Item Detail.
3. Click the Customize button.
4. In the Display tab, set the desired reporting date.
5. Head to the Filters tab, then select Item from the Filter menu.
6. Choose Multiple items from the Item drop-down menu, then select the old and new items.
7. Hit OK, then OK again apply the filters.
8. Click the Excel icon, then choose Create New Worksheet.

Additionally, I recommend reading the articles below to help you speed up the reporting process in the program:

• QuickBooks Advanced Reporting (QBAR) FAQs
• Memorizing this report
• Customizing reports

You can always tag me in the comment section if you have further questions or any other concerns. Have a pleasant day ahead.