How to create an item that's a service & non-inventory parts combined?

Great to have you here today, @Tiffany. Let's work this out to get you going and enter the item inside your QuickBooks Desktop (QBDT) company.

When creating an item in QBDT, you can select Inventory Assembly as your item type. Doing this allows you to add a non-inventory part item and a service. This way, you can add them to your transactions as one line item. I'll gladly input the process below. To begin, here's how:

1. Access your QuickBooks Desktop company.
2. Go to the Inventory menu, and then select Inventory Center.
3. Click the New Inventory Item button.
4. Input all the needed information, and then in the Inventory type, choose Inventory Assembly.
5. In the Bill of Materials section, add the non-inventory item and service item.
6. Enter the each information in each field in the Inventory Information section.
7. Once done, click the OK button.

For more details about the process, please see this page: Combine your inventory items to build finished goods.

In addition, I've got you these articles to help you enter quotes and invoices in your company:

• Create an estimate in QuickBooks Desktop.
• Create an invoice in QuickBooks Desktop.

@Tiffany, feel free to post here again if you need further assistance with this. Take care, and have a good one!

Thank you so much for your help.  But I do not have inventory set up in my quickbooks because we do not keep inventory, we buy material as we go..  Is there a way to do this without inventory?  Thanks again

I've got you covered, Tiffany.

Let's work together so you can create a group item in QuickBooks Desktop (QBDT) that allows you to combine services and non-inventory items. 

In QBDT, you can make a group item for products you purchase and sell together, but don't track them as a single item. To do that:

1. Go to the Inventory menu and select New Assembly Item.
2. From the Type dropdown, click Group.
3. Enter a group name and add a description if necessary.
4. In the table below, select the items and services you want to add.
5. Click OK.

Additionally, you can run sales reports in QBDT to gain valuable insights into the items you buy and sell, as well as the status of your inventory. This way, you'll have information about your total sales for each product and know what's on hand. 

Keep in touch if you have any follow-up questions about setting up group items in QBDT. We're always available to lend you a helping hand. Keep safe, and have a great day ahead!

This might be a dumb question but where is the inventory menu you want me to go to?

Thanks for getting back with the Community, Tiffany K.
 

You can find your Inventory option in the top menu bar of QuickBooks.


 

If you're not seeing it there, I'd recommend confirming you have inventory turned on.
 

Here's how:
 

1. In your top menu bar, go to Edit, then Preferences.
2. Access the Items & Inventory tab.
3. Go to Company Preferences.
4. Turn on your Inventory and purchase orders are active option.
5. Use the available options to customize your inventory setup as necessary.
6. When you're finished, select OK.

I've also included a detailed resource about working with inventory which may come in handy moving forward: How to set up inventory
 

If there's any additional questions, I'm just a post away. Have an awesome Friday!

I have no idea what you are talking about but I just realized that I think you think I have some other version of desktop because the picture you sent says enterprise at the top... I just have desktop pro 2023... but I still need to know how to create an item that is a non-inventory part and service combined.. is it possible? pro has no inventory tab on the top bar, even after turning inventory on..

Thanks for getting back to us, Tiffany. I've come to ensure you'll get the help you need.

Let's make sure you're using the company file as the master admin. Then, you'll need to activate the Inventory and purchase orders are active feature to create these items.

To do that:

1. Open your QuickBooks Desktop Pro account as the master admin and select Preferences from the Edit menu.
2. Click Items & Inventory from the left menu and click on the Company Preferences tab.
3. Turn on the Inventory and purchase orders are active option.
4. Click OK.

Once ready, you can go to the Lists tab and select Item List. Then, select Item and click New. You can now follow the steps provided by my colleague JaeAnnC above when creating a Group item.

You can check out this article to learn more about how to manage items in your desktop account: Add, edit, and delete items.

Moreover, you'll want to utilize this reference to guide you in tracking your inventories and how QuickBooks handles them: Understand inventory assets and cost of goods sold tracking.

Let us know in the comments below if you have additional questions about managing your items. We'll be around to assist you anytime. Keep safe!