How To Set Up Items In Quickbooks

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Create Group Items in QuickBooks Desktop Pro – Instructions

Create Group Items in QuickBooks Desktop Pro - Instructions: A picture of a user adding items to a Group item in QuickBooks Desktop Pro.

Overview of How to Create Group Items in QuickBooks Desktop Pro:

You can create Group items in QuickBooks Desktop Pro within the Item List. You can create Group items in QuickBooks Desktop Pro for items you may purchase individually just want to display as a single line detail in a sales form. For case, if you sold gravel past the ton and also assessed a service charge for the commitment, y'all could create both the gravel (a "non-inventory part") and the service charge (an "other charge"), and and then create a "Group" item (like "Gravel Delivery") that consists of gravel and the delivery charge.

Doing this lets you show a single line particular in the invoice, instead of two separate line items. However, you can likewise show the component items, if you prefer. Earlier yous tin create Group items in QuickBooks Desktop Pro, you must first create all the items to add to the grouping within the Item List.

After creating the items to add to the grouping, y'all can create the group item past clicking the "Item" button in the lower-left corner of the Detail Listing window. And then select the "New" command. In the "New Particular" window, select "Group" from the "Blazon" drop-downwards bill of fare. Then enter a name for the group into the "Group Name/Number" box. And then enter the line detail description of the grouping to brandish within sales forms into the "Clarification" field.

Create Group Items in QuickBooks Desktop Pro – Instructions: A picture of a user adding items to a Group item in QuickBooks Desktop Pro.

To add the items to the group, click into the start available row underneath the "Detail" column. Then utilise the driblet-down that appears to select the first detail. To specify a quantity for that item, click into the adjacent "Qty" column. Then enter the desired quantity. You can exit the "Qty" cavalcade blank to specify the quantity when y'all use the "Group" item within sales forms, if desired. Repeat this process of adding items and specifying quantities, until you have added all of the necessary items to the group.

To print the items within the group in sales forms when this item is used, y'all must check the "Print items in group" checkbox to enable the display of the grouping's items. The items in a "Group" particular ever appear in the data entry view of sales forms. This lets you change the quantities, if needed. After creating the "Group" item, click the "OK" button to save the item into the "Detail Listing."

Instructions on How to Create Grouping Items in QuickBooks Desktop Pro:

To create Grouping items in QuickBooks Desktop Pro, select "Lists| Detail listing" from the Carte du jour Bar to open up the "Item List" window.
Click the "Item" button in the lower-left corner of the list window and select the "New" command.
In the "New Particular" window, select "Group" from the "Type" drop-down.
And so enter a proper noun for the grouping into the "Group Proper name/Number" box.
Then enter a line item description of the grouping to show in sales forms into the "Clarification" field.
To add items to the grouping, click into the first bachelor row underneath the "Item" cavalcade.
And then select an item to add to the grouping.
Click into the "Qty" cavalcade and enter the desired quantity of the selected particular.
Alternatively, exit this blank to specify the quantity when used in a sales form, if desired.
Echo steps vi through 9, until you lot have added all of the necessary items into the group.
To print the items inside the group when this detail is used in sales forms, check the "Impress items in group" checkbox.
Items within a "Grouping" particular always appear in the information entry view of the sales forms. This lets you change the quantities, if needed.
Later on creating the "Group" item, click the "OK" button to salve the item into the "Detail List."

Video Lesson on How to Create Grouping Items in QuickBooks Desktop Pro:

The following video lesson, titled "Groups," shows how to create Group items in QuickBooks Desktop Pro. This lesson is from our complete QuickBooks tutorial, titled "Mastering QuickBooks Desktop Pro Made Easy five.2022."

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