You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
Need immediate help? Phone support is available between Monday and Friday from 9am to 9pm EST at 888-297-6172
announcement close button
Item Assembly Import – Tips and Tricks
print icon

Item Assemblies can save a lot of time in QuickBooks Desktop (QBDT). Rightworks Transaction Pro Importer can be used to import Item Assemblies into QBDT. The data in the import file, though, must meet the requirements of QBDT. Below are some tips for ensuring the import file contains the necessary information to allow a successful import. 

 

  1. The Component Items within the Item Assembly must already exist in QBDT. If these Items do not exist, Importer can be used to import these Item first.
  2. The Component Items in the Item Assembly must be one of the following Item types:  Inventory, Non-inventory, Service, Other Charge or another Item Assembly.
  3. Item Assembly cannot be created that has the same name as another Item or Item Assembly.
  4. The minimum required fields for an Item Assembly import are Assembly Item Name, Income Account, COGS Account, and Asset Account

Below is an example of an Item Assembly import file.

 

Feedback
0 out of 0 found this helpful

scroll to top icon