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S Herbert
Level 1

Grouping 'frequently bought together' products

Hi 

We have to list our products separately for ordering and invoicing purposes but we have several 'packages' that mean products are bought together. Is there a way of grouping these so that when it comes to creating an invoice you don't have to click on each product but can click on that 'package' of products and it will pull them all to the invoice?

Solved
Best answer May 20, 2021

Accepted Solutions
MariaSoledadG
QuickBooks Team

Grouping 'frequently bought together' products

I'm here to guide you on how QuickBooks lets you track and sell a group of items at your convenience, S Herbert.

 

A bundle is a group of items that you can sell together as a group so you can easily add multiple items to transactions. You can create a bundle of up to 50 items and track the quantity on hand. To do this, you can follow the steps below.

  1. Click the Gear icon.
  2. Under List, select Product and Services.
  3. Click New on the upper-right corner.
  4. Choose Bundle.

Here's a short video for the detailed steps. Please know that the steps in this region are more likely the same in UK: How to Use Bundles: Grouping Products & Services. You can also go through this article for more information: Introducing QuickBooks Bundles and Reorder Points.

 

In addition, if you want to get the information you need about your products, you can run and customize reports in QuickBooks Online. I've also added these articles for your guide:

Let me know if you have any other concerns about grouping your products. The Community is always here to help all the time.

View solution in original post

2 REPLIES 2
MariaSoledadG
QuickBooks Team

Grouping 'frequently bought together' products

I'm here to guide you on how QuickBooks lets you track and sell a group of items at your convenience, S Herbert.

 

A bundle is a group of items that you can sell together as a group so you can easily add multiple items to transactions. You can create a bundle of up to 50 items and track the quantity on hand. To do this, you can follow the steps below.

  1. Click the Gear icon.
  2. Under List, select Product and Services.
  3. Click New on the upper-right corner.
  4. Choose Bundle.

Here's a short video for the detailed steps. Please know that the steps in this region are more likely the same in UK: How to Use Bundles: Grouping Products & Services. You can also go through this article for more information: Introducing QuickBooks Bundles and Reorder Points.

 

In addition, if you want to get the information you need about your products, you can run and customize reports in QuickBooks Online. I've also added these articles for your guide:

Let me know if you have any other concerns about grouping your products. The Community is always here to help all the time.

View solution in original post

S Herbert
Level 1

Grouping 'frequently bought together' products

Thank you so much for this - it has really helped.

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