cancel
Showing results for 
Search instead for 
Did you mean: 
LORRIH
Level 1

Invoice line items - combine all charges into one line (desktop edition)

I'm using 2020 QB desktop. How can I bundle/merge/combine all the items on an invoice into one line? My contractor wants to see all items charged to a client but only wants the client to see one line of materials totaled with a brief description.

Solved
Best answer August 12, 2020

Best Answers
BigRedConsulting
Community Champion

Invoice line items - combine all charges into one line (desktop edition)

The way to to this is to use a group item, which is a type of container item that includes other items.  Group items can be set up so that their details don't print.

 

You can set them up with up to 20 items, and then when you pick them all of those items are added to the invoice, "wrapped" with the group item that works sort of like a subtotal.  You can then (optionally) insert more detail lines or delete unwanted ones.

 

To enter detail data from scratch that won't print, create an empty group item for this purpose.  Then pick it on a new invoice and insert as many rows as you want (use the Ctrl-Insert key combination), then complete your data entry for whatever you're selling.  And then none of that detail will print.

 

Capture.JPG

View solution in original post

2 Comments 2
BigRedConsulting
Community Champion

Invoice line items - combine all charges into one line (desktop edition)

The way to to this is to use a group item, which is a type of container item that includes other items.  Group items can be set up so that their details don't print.

 

You can set them up with up to 20 items, and then when you pick them all of those items are added to the invoice, "wrapped" with the group item that works sort of like a subtotal.  You can then (optionally) insert more detail lines or delete unwanted ones.

 

To enter detail data from scratch that won't print, create an empty group item for this purpose.  Then pick it on a new invoice and insert as many rows as you want (use the Ctrl-Insert key combination), then complete your data entry for whatever you're selling.  And then none of that detail will print.

 

Capture.JPG

View solution in original post

LORRIH
Level 1

Invoice line items - combine all charges into one line (desktop edition)

That worked well, thank you!

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us