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. 

Item Assemblies

Steps for importing Item Assemblies.

1. Make sure component items are already in QuickBooks. If they are not, then import those items first using the standard Item import steps.
2. Prepare your import file.
   • Required fields for an Item assembly: Assembly Item Name, Income Account, COGS Account, Asset Account
   • Recommended field: Component Item Name, Component Item Qty
     • QuickBooks does not require every Assembly to have components, but in practice most do. These fields are required if attempting to add components to an Assembly.
   • Each component should be a separate line item in the import.
      
3. Open Transaction Pro Importer as normal.
4. Select your import file and sheet.
5. For Import Type select Item Assembly.  
   
6. Click Next and review the file contents to make sure they are correct.
7. Click Next and map the columns from your sheet to the options available in Transaction Pro.
    
8. Click Next to get to the final review screen, if everything looks right click Next again.
9. Optional - Change any settings necessary on the QuickBooks Item Settings screen
10. Click Finish and then OK
11. Confirm the import in QuickBooks