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1. Making custom template quickbooks desktop 2016 pro how to#
2. Making custom template quickbooks desktop 2016 pro pro#
3. Making custom template quickbooks desktop 2016 pro series#

This article is one in a series of individual product features intended to provide additional content to that within our QuickBooks Desktop 2021 product synopsis. Insightful Accountant has been evaluating various pre-release versions of these products for months and has spent hours communicating with Intuit personnel, including product managers and developers, so we can help you learn about the new products.

Making custom template quickbooks desktop 2016 pro pro#

This lesson is from our complete QuickBooks tutorial, titled “ Mastering QuickBooks Desktop Pro Made Easy v.2022.Intuit recently released QuickBooks 2021 Desktop.

Making custom template quickbooks desktop 2016 pro how to#

The following video lesson, titled “ Groups,” shows how to create Group items in QuickBooks Desktop Pro. Video Lesson on How to Create Group Items in QuickBooks Desktop Pro: After creating the “Group” item, click the “OK” button to save the item into the “Item List.”.This lets you change the quantities, if needed. Items within a “Group” item always appear in the data entry view of the sales forms.To print the items within the group when this item is used in sales forms, check the “Print items in group” checkbox.Repeat steps 6 through 9, until you have added all of the necessary items into the group.Alternatively, leave this blank to specify the quantity when used in a sales form, if desired.Click into the “Qty” column and enter the desired quantity of the selected item.Then select an item to add to the group.To add items to the group, click into the first available row underneath the “Item” column.Then enter a line item description of the group to show in sales forms into the “Description” field.Then enter a name for the group into the “Group Name/Number” box.In the “New Item” window, select “Group” from the “Type” drop-down.Click the “Item” button in the lower-left corner of the list window and select the “New” command.To create Group items in QuickBooks Desktop Pro, select “Lists| Item list” from the Menu Bar to open the “Item List” window.After creating the “Group” item, click the “OK” button to save the item into the “Item List.” Instructions on How to Create Group Items in QuickBooks Desktop Pro: The items in a “Group” item always appear in the data entry view of sales forms. To print the items within the group in sales forms when this item is used, you must check the “Print items in group” checkbox to enable the display of the group’s items. Repeat this process of adding items and specifying quantities, until you have added all of the necessary items to the group. You can leave the “Qty” column blank to specify the quantity when you use the “Group” item within sales forms, if desired. To specify a quantity for that item, click into the adjacent “Qty” column. Then use the drop-down that appears to select the first item. To add the items to the group, click into the first available row underneath the “Item” column. Create Group Items in QuickBooks Desktop Pro – Instructions: A picture of a user adding items to a Group item in QuickBooks Desktop Pro. Then enter the line item description of the group to display within sales forms into the “Description” field. Then enter a name for the group into the “Group Name/Number” box. In the “New Item” window, select “Group” from the “Type” drop-down menu. Before you can create Group items in QuickBooks Desktop Pro, you must first create all the items to add to the group within the Item List.Īfter creating the items to add to the group, you can create the group item by clicking the “Item” button in the lower-left corner of the Item List window. However, you can also show the component items, if you prefer. For instance, if you sold gravel by the ton and also assessed a service charge for the delivery, you could create both the gravel (a “non-inventory part”) and the service charge (an “other charge”), and then create a “Group” item (like “Gravel Delivery”) that consists of gravel and the delivery charge.ĭoing this lets you show a single line item in the invoice, instead of two separate line items. You can create Group items in QuickBooks Desktop Pro for items you may purchase individually but want to display as a single line item in a sales form. You can create Group items in QuickBooks Desktop Pro within the Item List. Overview of How to Create Group Items in QuickBooks Desktop Pro: