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Avtec Repairs
Level 1

How do I track parts used for services?

How do I track parts used for services? We have both QuickBooks and QuickBooks Online available.

 

Problem: Currently, we use service items to estimate and invoice customers for work performed without issue (i.e. Item XYZ Overhaul) and in the description we add a rough listing of what parts were replaced (i.e. bearings, driveshaft, fiber optic rod, etc) and/or what service was performed (i.e. clean, oil, test). We may get from 1 to 20 or more items to be repaired per invoice, so I want to keep what the customer sees down to a minimum, but I need a better way to track inventory used for the repairs. I added some inventory items, I tried creating bundles (i.e. driveshaft 123 uses 2 ea bearings, 1 ea gear, 1 ea shaft), but I can't find a way to link that to the service performed.

 

What I'm looking for is a way to estimate/invoice a customer for a repair (i.e. Drill 99LT Overhaul) showing the customer what work was performed (i.e. Refurbished Driveshaft), while tracking on my end the parts that were used for the service. I don't want to include one line for the service and another line for the parts/bundle as this could be confusing for our customers who are used to seeing how our invoices are structured. I know I can hide the items contained within bundles, but can I hide the bundle altogether from the customer?

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