group items

Let's check why the group item on the invoice is affecting the expense account, lisa009.

There's a possibility that one of the items from the group is using an expense account. You need to check each item and make sure it's using an income account.

Let me show you how:

1. Take note of the components of the group so you know which items are included.
2. Open each item and go to the Income Account section.
   
3. Make sure that the account here is an income, not an expense.
4. After making the changes, you can create a new invoice to reflect the account on the transaction.

To help manage your products and services, I'm adding this link for a guide: Add, edit, and delete items.

Learn the different ways you can track customer transactions in QuickBooks Desktop by checking out this article: Accounts Receivable workflow.

Let me know if there's anything else I can help manage your business transactions in QuickBooks. I'm always glad to help you.

Thank You for the response.  I agree with Your comment.  Unfortunately, the issue is the use of "group" item showing up on invoices, and grouping "expense" items (not items linked to expense accounts).  It just pops up automatically.  The person processing these entries is not an accountant, and did'nt notice this happening.  Very hard to explain.   

Hi Lisa!

Thanks for the reply and screenshot. Let me further assist you with your invoices.

The items should show when creating invoices, not the accounts linked to them. We can check if this behavior is caused by a damaged data by running the rebuild tool. Follow these steps:

1. Click the Window menu and select Close All.
2. Go to the File menu, select Utilities, then Verify Data. Make sure to create a backup company file.
3. Wait for it to load.
4. Choose File again, Utilities then Rebuild Data.
5. Tap OK when you get the Rebuild has completed message.

Also, I suggest seeking some help from your accountant so they can review how these group items were handled and check the effect on your books.

You can check this link: Add, edit, and delete items. This will explain more how to manage the products and services in QuickBooks Desktop.

I've also added this article if you need a guide in customizing your sales forms: Use and customize form templates.

Leave a comment again here if you need more help. We'll assist you!

All good.  Thank You.   

 The issue is the person creating the invoices is using the accounts (on the expense) side of a check vs using the (item) side.   The think with the group item popping up in some invoices is definitely weird.  I am going to make this element inactive, and train the person to put the billable expenses in the correct spot going forward.

appreciate Your help.  lisa

Is there a way to get all of the line items (from the group) to print for internal use only?  I want the invoice to show just the description and total fee(s) when sending to a customer.

But I need to print the estimate for my technicians so they see not only the scope of work but each item and quantity they need to prep and load into their vehicles.

Please advise

Is there a way to get all of the line items (from the group) to print for internal use only?  I want the estimate and  invoice to show just the description and total fee(s) when sending to a customer.

But I need a way to print the estimate  or some sort of report for my technicians so they see the scope of work along with each item (equipment, part, material, etc.) and quantity of each so they can prep and load into their vehicles ahead of the job.

Please advise

Hey there, @HMCarley. 

Thanks for joining in on this thread. I can share some details on this subject. 

You can easily print an estimate by hitting the print icon on the form. However, if you can give us some additional information on what you want on the form specifically when printing, this will help me determine the best solution for your business. 

I'll be waiting for your response!

When I add a group item to an estimate, save the estimate, close it and then re-open it at a later date, the group item is not there and I have to re-enter it again, and again if I save and close again.  This is a pain because group items are a major part of our estimates!  

Hi there, @DHSESI.

I hear you and I'm here to help share insights about adding a group of items within an estimate in QuickBooks Desktop.

As of the moment, there isn't an integrated way to include a group of items in an estimate. This is the reason why you always re-enter items after saving and closing the estimate. I'm also unable to provide the exact turnaround time as to when such a feature like this is added to the program.

While the said option is not yet available, I suggest getting in touch and letting our product developers know about your request by sending feedback. I'll show you how.

1. Go to Help.
2. Select Send Feedback Online.
3. Click Product Suggestion.
4. Under Product Area, choose Customers & Sales.
5. Enter a few words describing how you wanted to include this group of items for created estimates in QuickBooks Desktop.
6. Select Send Feedback.
7. Click Close Window.

For now, I'm including our QuickBooks Product Updates page to get the latest updates from us. Updates such as how the recent product enhancements made is helping our business owners, like you.

It'll always be my pleasure to help if you've got other questions aside from working with your estimates and sales transactions in QuickBooks. Use the Reply button and leave your comment below so that I, @JonpriL, can lend a helping hand.

Is there a way to fix this on invoices, this same thing has happened to me and we cannot get all of the expenses out of the group without manually changing it. Did you find any way to fix it retro actively  

Thank you for following up on this thread, Acct2682.

Incorporating an automation function to get expenses from the group item is a great feature. This addition will enhance the working experience of many users, making their tasks more streamlined and efficient.

Let's send this product idea directly to our developers. They can review your suggestions and consider adding them in future releases.

Here's how:

1. Press the Help menu at the top bar to choose Send Feedback Online and Product Suggestions.
2. In the QuickBooks Feedback window, click the Type of Feedback drop-down to select Product Suggestion.
3. Pick the Product Area from the drop-down and your feedback in the Here is my suggestion box.
4. Fill in the remaining fields.
5. Click Send Feedback.

To stay updated on the newest advancements and updates, make sure to check out the QuickBooks Blog and Firm of the Future. They offer valuable tips and resources to support the growth of your business.

Additionally, you can find helpful links below that cover managing your items, lists, sales-related transactions, and inventory tasks and items:

• Add and edit multiple customers, vendors, and items
• Sales and customers
• Manage your inventory, products and services in QuickBooks.

If you require any additional information or have any queries about handling invoices and accounts linked to items, drop a comment below and mention my name. I'll ensure to respond promptly and address your concerns. Have a great rest of the day, @Acct2682.

Did you ever get this issue resolved?

I would like to do the same thing.

I would like to print out an invoice without the items in the group. and then print out a packing list with the items but no prices and no amounts on it.