Group items in QuickBooks Desktop - Enterprises

Hey there, @AWJIN. 

Thanks for reaching out to the Community for support. I hope you're enjoying the day so far. 

Since it's working for you when using a quote, and not with sales orders. Then I recommend we open a sample company file and test if it works there. This way, we can rule out any template damage that may be causing it to not work properly in sales orders. 

To open a sample company file:

If it works in a sample company file, then you'll need to go back to your company file and create a new template for sales orders. I've included some steps to create a new template below. 

1. Go to the Lists menu, then choose Template lists. 
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2. At the bottom left corner of the screen click on Templates, then hit New.
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3. Choose Sales Order.
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4. Customize your template then hit OK. 
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To learn more about customizing templates, check out Use and customize form templates.

Please let me know if you continue to have issuses. I'll be here every step of the way. Take care and have a wonderful day ahead! 

Thank you so much for your hard work Tori.

In the group that I set up, I have intentionally told the group not to print. We are using this group in our quoting so that it rolls up all the costs for things such as material, cutting, shipping, etc. into one line item for the customer.

We'd like to take the same group and make it print on the Sales Order so that our shop people know exactly what is required to make this part, because the group has everything listed for them.

I tried to create another group, and is set to print, but QB does not allow a group inside of another group.

Is there another way to use the same group but have it set to print all of the line items? Or, is there another way to complete this task easier?

Wondering if you ever found a solution.  We have the same issue.  Use groups for the estimate, and all groups are set to NOT print individual items,  but want the detail to print out for internal review purposes.

Thanks for joining this thread, Eig2045.
 

I can certainly understand how an ability to create groups inside of another group could be useful and have submitted a suggestion about it as of today.
 

You can also submit your own feature requests while using QuickBooks.
 

Here's how:

1. In your top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
   
2. Choose a Type of Feedback and Product Area (optional) from the available drop-down menus.
   
3. Enter any suggestions/feedback in your Here is my suggestion: field.
   
4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
   
5. Select Send Feedback.
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
 

For the time being, you can check our QuickBooks Desktop Marketplace for apps that may be able to help you achieve what you're looking to do.
 

If there's any additional questions, I'm just a post away. Have a great day!

I see that this issue shows "solved".. but how was this issue "solved" what did you do to fix this?  If by 3rd party app, what app was used.  We have the same issue.  We need the group items to appear for warehouse to "pull" the items included.. but dont want the group items to appear on the quote where our customers have to see every item that goes into creating the finished product.

Looking for the same thing - I'm curious if anyone has recommendations for the third-party app.  Groups are very useful to us, but not being able to run a report with pricing, or select print/no print for estimates vs. sales orders is very frustrating! 

I understand how important this feature is to your business, @chelsea_k.

Since we can’t recommend a specific third-party application to utilize, I suggest you go to our QuickBooks Desktop Apps Store. In this, you can look for an app that suits your business needs.

You can also review the details of every application from the website to ensure that it obtains the feature you need.

Feel free to get back if you need further assistance with QuickBooks. The Community always has your back. Stay safe!