QuickBooks for Mac 2014 User’s Guide 65
Creating group items
You can create groups of items that can help you with:
• Fast data entry. Group items let you enter a great amount of line item detail quickly. On a sales or purchase
form, enter the name of the group item — and QuickBooks fills in all the details about the items in the group for
you.
• More detailed reports. Group items let you track the items you sell in greater detail. For example, a
construction firm that remodels houses could set up a group item that lists the significant components of a
remodeling job: lumber, carpentry hours, markup, etc. Sales reports for the company would then show income
broken down by each component instead of a single lump sum for all remodeling jobs.
• Less detail for customers. Use group items to track a lot of detail about your items while also giving your
customers simple, uncluttered invoices. Set up a group item so that the printed version of an invoice reduces a
group item to a single line item and one amount. When you view the invoice on your screen, however, you'll see
a separate line entry and amount for each item in the group.
To create a group item:
1 Choose Lists > Items.
2 Click the + menu at the bottom of the list and click New Item.
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.
o
Select this checkbox if you want your customers to see a list of the individual items and their
amounts on your printed forms.
o
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.
To group items on a form:
1 Fill in the form as you normally would.
2 In the line item area, choose the group item from the list in the Item column.
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