Bundle Sales report

Thanks for sharing a screenshots with me, @bhaines.

You'll want to ensure the line items in the transactions have rates and total value amount. This way, it'll show the sales price in the report.

However, if there's already rates and total value in the transaction. I recommend deleting and recreating the sales receipt. Let me show you how.

On the Report page:

1. Select the Sales Receipt to open the transaction.
2. Click More and select either Copy or Delete.
3. Make changes to the sales receipt if needed.
4. Click Save and close when done.
5. Then open the old sales receipt, click More and select Delete.

Once done, run the report again. Additionally, I got you this article that can guide you in personalizing your report and show the data you need: Customise reports in QuickBooks Online.

It's also a great idea to memorise the report to save its current settings. This way, you won't have to customise it again for the specific data you need.

You can always get back to me whenever you need help. I'll be around to assist you. Keep safe and stay healthy.

That's the odd thing. It should be showing sales and the transaction has been paid on. It seems like if it is a bundle it wont show sales just QTY in the report.   Can you show an example of the report showing the sales of the bundle in a report that isn't broken down by each individual parts. For example how many sales for bundle 2...

I'm trying to see how many Bundles I sold and the total sales for this month. After reviewing the customize report article, the sales still don't show up. Can you show them on your side?

Thanks for your prompt response, @bhaines.

To clarify, you'll need to enter each part (item) individually in the inventory before you can create a bundle. Hence, the reports will show you the break-down of the items used in that bundle.  

I've replicated the screenshots you've shared and it shows Bundle SKU, quantity sold, dollar amount sold when I run the Sales by Product/Service Detail report. See screenshot below: 

Oftentimes, browser's cache store temporary internet files that may cause unexpected behavior. This browser-related problem can be resolved by clearing the cache. I'd recommend using Google Chrome's incognito or a private window first to isolate the issue. Simply press these keys together, CTRL+SHIFT+N. 

If that works, you can go back to the default browser and follow the steps to troubleshoot browser-related issue. If the issue persists, try using another updated, supported browser such as Firefox, Safari, or Microsoft Edge.

I've also added an article that can help you set up the stock tracking feature in case you'll want to track product quantities in QuickBooks. 

Let me know if you need more assistance. We're always delighted to help. 

I feel like we are so close.  The report needs to show sales and quantity for BUNDLES, not the break down of the components that make up the bundle.  This could be a feature request at this point not sure though because there really isn't a sales price attached to the Bundle in product and services, note attachment.   I have been working in incognito and cleared cache and cookies as well as restarted my computer. I feel like my pc is optimized for this and that really isn't a factor.  How can I pull a report that shows just BUNDLE sales and Quantity sold. If you preview an invoice with a bundle on it you can see the QTY and Sales just fine but it seems there is no way to pull a report that shows this same data...

Hello there, @bhaines.

Since the steps provided by my colleague above isn't working.

Here's how:

1. Click Help at the top right.
2. Select Contact Us.
3. Enter your concern in the description box, then click Let's talk.
4. Choose either Start messaging or Get a callback.

To ensure we address your concern on time, check out our support hours.

Touch base with me here if you have additional concerns. I’m happy to provide further assistance. Have a good day!

They couldn't come up with anything either and directed me to come here to see if you all could brain storm something. It sounds like this doesn't exist.

Thanks for getting back to me team. It looks like there isn't an option that simply shows Sales for the Bundle not the break down of what is in the bundle in an itemized format.  It would be nice if there was a report that showed sales for Bundle 1 and for Bundle 2 ... within a specific time range. 

Its so frustrating when you cant get a simple sales bundle report from this software 

Hello Alsalman, 

Welcome to the Community page and posting onto this thread. 

We appreciate your frustration on not being able to get the exact report you need, we have taken on board this feedback and have passed it onto our developer engineers. Hopefully, it might be something that comes out in the future. 

Please, do it ! It is really important option for a small Fast Food Restaurants bookkeeping for example.

ive been asking for a bundle report for ages and no one is coming back to me. it would be fantastic if they could develop a report to just show the qty of different bundles sold.

hopefully they will finally listen 

I too would like to see a Bundle sales report that only shows the number of bundles sold not the individual items. We pay a commission on the bundle but the report that I have to run is a list of all the bundle components sold which becomes a several pages report.

This is a very important feature that quickbooks is missing. We need the ability to pull a bundle sales report that doesn't break out the individual components and let's you know how many of that specific bundle you sold.

Hi there has any progress being made to the bundle issue?

Is there a add on program that would do this ?

Thanks for following this thread, LabPrint.

I’m unable to provide a specific time frame when the feature is available (Sales Bundle report). You can visit the QBO Blog to see the latest news, features, and enhancements about the product. From there, you’ll get tips, advice, and resources to help your business thrive.

In regard to the add-on program, I invite you to visit the QuickBooks App Center to find one. Make sure to type a keyword in the search field to expedite the process. You can look them over to get a better comparison of these apps and see if one meets your needs.

For future reference, I’m adding a link that lists all reports included in your subscription.Tap here to view them.

Don’t hesitate to visit the Community if you need help with QBO. I’ll be glad to lend a helping hand. Have a great day ahead. 

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@LabPrint wrote:

Is there a add on program that would do this ?

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@LabPrint 

Explore this app. They acquired it last year.

https://go.tradegecko.com/register?code=fiat-lux

https://www.youtube.com/watch?v=b-jhu1kfZlM

It doesn't look like this problem is solved.  After 2 years, is there a Bundle sales report?

Thanks for joining the thread, @phenry1  Generating a Bundle Sales report inside QuickBooks Online (QBO) isn't an option at the moment. I'll walk you through sending requests to our Developers.

Currently, running a Bundle Sales report is unavailable inside the program. I recommend submitting a feature request to our Product Development Team so they can evaluate it and consider it for future updates. We'll outline the steps to get you going:

1. Access your QuickBooks Online company.
2. On the top right corner, click the Gear icon.
3. Select Feedback.
4. Enter a brief description of your request and then click Next to submit feedback.

See this page for more information: How do I submit feedback?

Moreover, here's an article to help you add more details to your report and save the current settings for future use:

• Customise reports in QuickBooks Online
• Memorise reports in QuickBooks Online

I'll encourage you to visit the Community space or comment below if you have other questions related to the program. Rest assured, I'll be he are here to assist you and provide the details needed to resolve your queries. Stay safe