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Home > General Info and Questions > Build Assembly Import – Tips and Tricks
Build Assembly Import – Tips and Tricks
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Starting with Version 8.4 Transaction Pro Desktop now supports the transaction type of Build Assemblies. 

 

Important Definitions:

 

Item Assembly An item on the item list that is a combination of other items
Component The items, services, or other charges that are the parts used for the final assembly item
Build Assembly This is the transaction type in QuickBooks where the component items are subtracted from Quantity on Hand(QoH) and then the Item Assembly's equivalent QoH increases based on build quantity

 

Build Assemblies

Steps for importing Build Assemblies.

  1. Make sure the Item Assemblies being built are already in QuickBooks. If they are not, then import those items first using the following steps to import Item Assemblies.
  2. Prepare your import file.
    • Required fields for an Item assembly: Build Ref (Ref Number), Build Date, Quantity, and Assembly Item Ref
  3. Open Transaction Pro Importer as normal.
  4. Select your import file and sheet.
  5. For Import Type select Build 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.
    • Optional - Change any settings necessary on the QuickBooks Item Settings screen
  9. Click Finish and then OK
  10. Confirm the import in QuickBooks
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