Why use group items?
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.
More reasons to use group items:
More detailed reports: Group items enable you to track the
items that you sell in greater detail. For example, a construction firm that
remodels houses could set up a group item that lists the significant components
of a remodeling job: lumber, carpentry hours, markup, and so on. Sales reports
for the company would then show income broken down by each component instead of
a single lump sum for all remodeling jobs.
Less detail for customers: If you need to track a lot of
detail about your items but you also want to give your customers simple,
uncluttered invoices, you can use group items to do both. You can set up a
group item so that the printed version of an invoice reduces a group item to a
single line item and one amount. Yet when you view the invoice on your screen,
you see a separate line entry and amount for each item in the group.
Fast data entry: Group items also give you a way to enter a
great amount of line item detail quickly. On a sales or purchase form, all you
do is enter the name of the group item—QuickBooks fills in all the
details about the items in the group.
Note: If you create a group item, you cannot change it to another type. If you need to do this, delete the group item, and then create a new item using the correct type.
For sales tax groups,
see Create sales tax group item instead.
Go to the Lists menu and click Item
Click Item at the bottom of the list and click
Click the Type drop-down arrow and then click Group.
In the Group Name/Number field, enter a name or
number for the group item.
(Optional) If unit of measure is available, assign a unit
Enter a Description of the group item.
This description appears on sales forms.
(Optional) If you want your customers to see a list of the individual items
and their amounts on your printed forms, select the Print
items in group checkbox.
Subitems of an item in a group will not appear on printed forms.
Leave the checkbox unselected 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.)
In the Item column, select the items that you want
to include in this group.
You can include a maximum of 20 items in a group.
In the Qty column, enter the quantity that 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
(Optional) Click Custom Fields to fill in all custom
fields that apply to this item.
How to create
Go to the Lists menu and click Item List.
Double-click the group item.
Click the item within the group you want to delete, and then click Ctrl-Del.
How to change an item's type