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Track inventory used in a job

If you keep materials in inventory and want to invoice customers for an unitemized group of materials used in their jobs, you can track the costs and changes in inventory. The procedure shows how you to track inventory used in a job by invoicing for it as a lump sum. (If you would rather itemize the materials, simply add them directly to the invoice.)

To do this task

  1. Go to the Lists menu and click Item List. Shortcut

  2. Click Item at the bottom of the list and then click New.

  3. Set up a group item called "Materials" on your Items list. Include all the inventory parts you normally use as materials in a job. You can omit quantities if they vary from job to job.

    Note: If you don't want QuickBooks to print each item from the group, clear the Print items in group checkbox.

  4. On the invoice, enter the group name in the Item field.

After QuickBooks displays all the individual items in the group, you can edit the quantities for each item in the Qty field. QuickBooks automatically adjusts your inventory when you record the invoice.

See also

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PPRDQSSWS801 9142 Pro 2018 18fe77