QuickBooks Insights, Blog

QuickBooks Insights – Nested Assembly Details

Fourlane QuickBooks Insights

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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About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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