Grouping related items together

If you often enter the same group of items when you record a sale or purchase, you can set up the items as a group item. Instead of entering each item individually, when you fill out a form, you enter the name of the group item. QuickBooks then fills in the details for the items in the group.

Why use group items?

What's the difference between an inventory assembly and a group? (QuickBooks Premier or Enterprise only)

1. From the Lists menu, choose Item List.

2. From the Item menu button, choose New.

3. From the Type drop-down list, choose Group.

4. In the Group Name/Number field, enter a name or number for the group item.

5. Enter a description of the group item.

   This description appears on sales forms.

6. (Optional) Select the "Print items in group" checkbox if you want your customers to see a list of the individual items and their amounts on your printed forms.

   Leave the checkbox clear if you don't want the details of the group to appear on your printed forms. (You'll still see the details when you view the form onscreen.)

7. In the Item column, select the items that you want to include in this group.

8. In the Qty column, enter the quantity you want QuickBooks to enter for each individual item when you use the group item on a form.

   If you do not enter quantities, QuickBooks assumes that the quantity of each item is 1. You can always change the quantities when you enter a sale or purchase.

9. Click Custom Fields to fill in any custom fields that apply to this item.

   How to create custom fields

10. Record the item.