Fourlane QuickBooks Insights

QuickBooks Insights – Nested Assembly Details

We at Fourlane have learned a lot from our customers when it comes to the problems they run into with their QuickBooks files. With our services, we try to help the businesses we work with identify the true issues hiding beneath the surface, and walk away better off then when they came to us. That’s why with this QuickBooks Insight series, we hope you can identify with the experiences other customers have faced. This week we discuss Fourlane QuickBooks Insights – Nested Assembly Details.

Today’s QuickBooks Insight Tip #17: Nested Assembly Details

There is not a report in QuickBooks that has the details of BOM (Bill of Materials) data including levels of nested assemblies. You can export the data to an .iif file to get the details, but it comes in an ugly format. You will need to use excel skills to get to a manageable report structure.

A Difficult Task

A pump manufacturing customer is converting their shop floor operations into an add on software Visual EstiTrack. They needed their 2000 finished good assemblies and their 4000 sub-assemblies in a columnized, importable format to convert the list information for the BOMs from QuickBooks to the new software.

Our Solution

We used the .iif file export to move the data into excel. Once there we use If, Then formulas to get all the details onto individual lines. Then we use a VLookup to be able to tell what is the lowest, nested, subassembly part.

We’re Here For You

Whether you need help with QuickBooks, advice on which QuickBooks to buy, or are outgrowing QuickBooks, our team of certified experts can help. For easier QuickBooks imports, exports and more, visit Transaction Pro.

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