by Sunburst Software Solutions, Inc.
Archives by Month

QuickBooks Tips – 5 Reasons to Use QuickBooks Group Items – Part 1

Print Friendly

QuickBooks provides you with a powerful, and time saving tool within your items list, which is often under utilized and often misunderstood — the QuickBooks Group Item.

5 Reasons To Use QuickBooks Group Items:

  1. Creating and using Group Items is useful for quickly entering a group of individual items that you have already set up as single items in your Item List.
  2. Group Items are versatile – you can choose to print – or – not to print the items within the group, meaning you can track more detail than your customer needs to see.
  3. Group Items ensure that you don’t “leave something out” – which means lost dollars on your part.
  4. Group Items speed up the creation of Estimates and Invoices – imagine being able to pull in 19 items with a single click of a mouse.
  5. Group Items allow you to bridge the difference in units of measure used to buy and sell products or materials.

The following example deals with the CSI MasterFormat Cost Code section 03.20.00 for Concrete Reinforcing.

CSI MasterFormat Cost codes

How to create a Group Item

In the QuickBooks Item list, you’ll want to have the individual items set up (03.21.00 through 03.24.00) as double-sided items.

Once these items are in place.

From the Item List, click the Item button at the bottom of the list window -> select New.  From the New Item window choose Group from the Type drop down menu.  In the Group Name/Number type in 02.20.00 Concrete Reinforcing, in the Item column select each of the individual components on the Concrete Reinforcing section.  I’ve even added an Subtotal and Overhead & Profit item to the group.  My group now contains a total of 10 line items.

IF you want your customer to see all 10 lines within the group, click into and place a check in the “Print items in group” option.  IF you do not want your customer to see all 10 line items, leave this option unchecked and they will see ONLY 03.20.00 Concrete Reinforcing, while YOU still see all the detail.

group item

 

 

 

 

 

 

 

 

 

 

 

 

 

 

How to Use the Group Item After It’s Created

Open an Estimate or Invoice form, click into the Item Column, find the Group Item and enter you cost amounts (enter costs ONLY if you are using an Overhead & Profit item within the group).  As you enter the cost associated with each line item, QuickBooks calculates and updates the subtotal, overhead & profit (if the item is setup as a percentage), sales tax (if applicable), and Estimate total.

When you use the Item list for job costing (on vendor bills, checks, etc.) you would still job cost against the individual items in the item list.

Tomorrow,  in Part 2, find out how to use Group Items to bridge differences in units of measure.

5 Responses to QuickBooks Tips – 5 Reasons to Use QuickBooks Group Items – Part 1

  • Hello Edward
    I apologize for the delay in responding to you, I was out of town last week attending a QuickBooks conference in Las Vegas.

    I have almost completed moving the CSI Cost codes into a downloadable IIF file, suitable for importing into QuickBooks. My main concern (and one of the reasons that I’ve been dragging my feet over it) is the list limitations in QB Pro & Premier. Do you want/need all the divisions or only some of them? Why don’t you contact me privately using the Contact Us form to discuss this further.

  • I am a construction contractor and I am using Quickbooks Premier 2013 for Contractors. I do need to use the CSI codes but were can I go to download into my quickbooks to save all the typing time? Thank you so much for the info you post on your Blog.

  • Group Items can contain any QuickBooks Item types EXCEPT for another group item.

    If you rely heavily on Inventory Items, you might want to experiment with an Inventory Assembly Item – it works the same way as a “normal” group item.

  • Great article, thanks!

    I have a few technical questions:

    Do the items entered in the Group have to be Inventory Items or Non Inventory Items? Does it matter? I want to do a profitable analysis when all job costs have been entered.

    I want to use the Group method for entering Estimates (calculated from Excel ws). How do I enter the actual inventory items against this Estimate? i.e. in the “body” of the Group Items, or, below the sub total of the Group Estimate Total?

Leave a Reply

About Your Host:

Nancy Smyth, Certified QuickBooks ProAdvisor

Nancy Smyth, Sunburst Software Solutions, Inc.
QuickBooks Construction & Payroll Expert


I've been using and supporting QuickBooks products since the early 1990's. I've worked with thousands of contractors, assisting them with QuickBooks setup, Certified Payroll Reporting requirements, AIA Billing and Weighted-Average Overtime.


QuickBooks is a powerful product, but learning how to use it in your construction business can be difficult. I hope you find resources available here to be helpful.

Search…….
Loading
Stay updated!

Sign up to receive our latest QuickBooks Tips, Tricks & News via email:


Enter your email address:

Delivered by FeedBurner


We promise NOT to sell, rent, or otherwise distribute your name and email address!

FREE 30-Day Trials

Request FREE 30-day Trials of QuickBooks add-ons for Certified Payroll, AIA Billing & Payroll Wage Management. Save time and increase accuracy on time-consuming error prone tasks; so you get paid on time!

Free 30 day trials of QuickBooks integrated add-ons for certified payroll, aia billing and weighted-average overtime

Certified Payroll Training:
Learn how to complete a Certified Payroll (Prevailing Wage) Report and fulfill your reporting requirements - 2 hour live webinar - $89.00 per person. Click here for more info.

certified payroll requirements webinar
QuickBooks Training

Frustrated with QuickBooks?

QuickBooks Premier ContractorLearn how to get the MAXIMUM possible results from QuickBooks in your construction business! Visit our new QuickBooks training website, Learn to use QuickBooks in your construction business.

QuickBooks Time Tracking


Save 10%/FREE 14-day trial!


QuickBooks Time Tracker