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B
batvalil
January 8, 2019
Question

Bundles

  • January 8, 2019
  • 2 replies
  • 4 views

We use bundles on our invoices.  I have billable expenses I want to add to my bundle but each time I add the  billable expense it creates a new line item.  I would like all of these billable expenses to total in one line item as I do not want all of the individual detail to show on the invoice to the customer.  Is this not an option?  It seems odd to not be able to do this.

2 replies

Rustler
Rustler
Level 15
January 8, 2019

if remember right, where you set the billable expense to copy to the invoice there is a check mark for make one entry or something like that

B
batvalilAuthor
January 8, 2019

In QuickBooks online?  Hmm...not sure why I do not see that.

J
JonpriL
Level 9
January 9, 2019

Good day, @batvalil!

 

As of now, QuickBooks Online (QBO) doesn't have an option to add a bundle when creating a bill. Only service or product items can be added in a bill and same goes to a billable expense.

 

However, you can add bundles in your invoices while making the composing products or services not visible to your customers. You just need to uncheck the option that's labeled Display bundle components when printing or sending transactions.

 

Here's how;

  1. Go to Sales, then Products and Services.
  2. Locate the bundled products or services.
  3. Click Edit.
  4. Uncheck the option labeled Display bundle components when printing or sending transactions.
  5. Click on Save and close.

Here's an article you can read to learn more about bundles: Change Product and Service Types.

 

It'll be our pleasure to help you with your concerns in the future.

A
atubbiolo
July 18, 2020

This is the worst setup for issues one could imagine. Nothing is intuitive. joke. My problem is that when I am creating a invoice and add a bundled item I can no longer add another Bundled item in a separate line item. the only way I can another bundled item in there is to save the invoice, close it, reopen it then add it. I have tested this over and over and get the same thing. What a giant waste of time. Please that this gets to the right people.

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