Packing Lists In QuickBooks®

I came across a client who was having trouble printing a packing list, in QuickBooks® Enterprise 2010, that displayed only one of the items on an invoice.  Here was there question followed by our answer.

Q: I have a Sales Order that has three items on it.  Two of the items are being drop shipped from two separate vendors and the third item is coming out of our inventory.  I have created an Estimate with all three items on it.  I then created the required Purchase Orders from that Estimate, followed by a Sales Order.  When I was ready to Invoice the customer I wanted to print a Packing Slip that contained only the one item coming out of our stock, however it shows all three Items.  How can I print a Packing Slip with only the one Item, but still include all three on the Invoice?

A: While there may be more than one way to skin this cat this is how we handle the situation.  Do everything the way you are up until it comes time to create the Invoice.  From the Sales Order click on the Create Invoice button and when prompted to create and Invoice of all Items or selected Items, chose selected Items and enter a quantity for the Item you want to appear on the Packing List and change the other Items to 0 (zero), click Okay.  Note that all the Items appear on the Invoice, but only the one Item has a quantity in the Invoiced column, the Item you want to print a Packing List for.  Go to Print and print your Packing List, only the one Item will be visible.  After you have successfully printed the Packing List go into the Invoice and change the value in the Invoiced column to the total number you intend to Invoice for, Save and Close.

Any questions?

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