Grouping related items together

If you often enter the same group of items when you record a sale or purchase, set up the items as a group item. A group item lets you enter several items at once when you are filling out a form. Instead of entering each item individually, you enter the name of the group item. QuickBooks then fills in the details for the items in the group.

To group related items together:

  1. Choose Lists > Items.
  2. Click the + menu at the bottom of the list and click New Item.
    Add
  3. In the Type field of the New Item window, choose Group.
  4. In the Group Name/Number field, enter a name or number for the group item.
  5. Enter a description of the group item.

    What you enter here appears on the list of items when you are filling out a sales form or purchase order. Enter a name or number that will help you distinguish this item from all the others on the list.

  6. (Optional) Select the “Print items in group” checkbox.
    • Select this checkbox if you want your customers to see a list of the individual items and their amounts on your printed forms.
    • Leave the checkbox clear 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.)
  7. In the Item column, select the items that you want to include in this group.
  8. In the Qty column, enter the quantity 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 or purchase. You make the changes directly on the sale or purchase order form.

  9. (Optional) Fill in any custom fields that apply to this group of items.

Why group items?