How can I transfer assembly items from QB POS to a new system?

Accounting & Taxes
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Topic summary

Core issue: Migrating “assemblies” (items composed of multiple components) from QuickBooks Point of Sale (QB POS) to Shopify POS or another system. Users report Shopify’s import only brings in individual items, not assemblies/builds, and third‑party apps can’t reconstruct them. Webgility can sync with Shopify if assemblies exist in QuickBooks Enterprise, but there’s no confirmed way to export assembly data from QB POS into Enterprise.

Impact: Rebuilding thousands of assemblies would take weeks/months, with timing near the holidays. Multiple users feel misled by promises of a “seamless” migration and cite missing features like assemblies and fractional quantities (fractions available only via a paid app) and poor support; some mention Stocky sync issues.

Workarounds/Decisions:

  • Many pausing or abandoning Shopify POS. Several returning to or staying on QB POS using a third‑party payment processor. How-to: in QB POS Setup, select “No” for QB Payments; at checkout use “Charge” (manual entry). Process cards on an external terminal/processor; QB records as CC payment but does not process funds; reconcile to merchant statements.
  • Alternatives explored: Lightspeed. Reports conflict: X version can handle composite products and fractional quantities; R‑series trades one for the other; “builds” may not auto‑deduct raw materials like QB. Users advise doing a live demo and consulting experts.

Open issues: No confirmed export/import path for assemblies from QB POS. Longevity of QB POS uncertain (potential future .NET conflicts). Discussion ongoing; no definitive resolution.

Summarized with AI on January 14. AI used: gpt-5.
13

I was finally able to talk to someone that confirmed that it was possible to use another cc processer. I went to the setup interview and selected “NO” when it asked if I wanted to use QB Payments. Now, if I make a sale and select “Charge” as a payment option, it brings up a little window to fill out for the credit card payment. The receipt will be sent to QB Desktop as a cc payment, but QBs will not handle the exchange of money (processing). I’m now working with a 3rd party processer to get my new account setup and working, then I will be back in business with QBPOS.

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