Bundles

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

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

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.

Thank you for the response.  We currently use bundles and have the option checked so the detail is not visible to the customer; however, I was hoping there was a way to add a billable expense to the bundle item.  Each time I add a billable expense it creates it's on line item.  I can not bundle the billable expense.  This seems odd that QB's did not think about this.

I am circling back to this.  Currently we have many travel related charges coming through our credit card/bank feeds for expenses that will be billed to our client.  I marked these all as billable to the client but when I create the invoice and need to add them they create a separate line for each item.  Our clients only want a total travel expense line item with the detail attached in a pdf.  Is this not possible?  Each expense item will be separately stated?  My clients could potentially have an invoice with close to 50 line items for reimbursed travel expenses.  

Thanks for getting back to us, batvalil.

I can share with you some additional information about using billable expenses and bundles in QuickBooks Online.

To answer your question, yes. Each expense or billable expense will be separately stated when you add it to the invoice. If you want to show these in one line item, you'll need to add them up and manually enter the total amount.

You may find these articles helpful:

• How to enter billable expenses.
• How to set up Inventory tracking.
• How to create and use a products and services list.

As always, if you have additional questions with QuickBooks Online feel free to reach out to them.

1. Sign in to your QuickBooks Online Company.
2. Click (?) Help at the upper right corner.
3. Select Contact US on the pop-up.
4. Enter a brief description of your concern then hit Continue.
5. Click Get a callback.
6. Enter your contact information.
7. Select Call me.

I'm here if you have any other concerns about bundles in QuickBooks Online.

It seems absurd that we can not use a Travel Expense bundle and add these expenses to it.  Just my opinion.

I am circling back to bundles again.  Our company provides professional services.  We often have many contracted professionals we use on a single large engagement.  I want to invoice our client for engagement and link all of the bills for the contracted professionals we used to the invoice; however, I do not want the detail of these contracted professionals bills to appear on the invoice. Is there not a way to accomplish this?  For example, we invoice our client $100,000 for services. We use 3 contracted professionals who each submit us a bill for $25k each. I want to link their bills to the invoice and not show the detail of their invoices. How can this be done?

Let me help you with creating an invoice, batvalil. 

Every time you'll link billable expenses to an invoice, the details will always show on the invoice. 

As a workaround, you can create a separate invoice that's not linked to a bill. Though this option will create two different transactions, the bill, and the invoice. Also, this won't record a reimbursement to your expenses.

I can see how this option would be useful. I'll personally forward this feedback to our developers so they'll consider this and be part of the next update.

Reply to this thread if you have other concerns.

Alex,

Thank you for the response.  I have previously submitted this request to the development team.  It would be great if this was an option.  

Thank you.

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.

How do you add billable expenses to a bundle without loosing the expense being linked to the invoice with the new invoicing for 2024??  I've called support and they told me to delete the item.  I did that and added the amount to my bundle, but the expense still shows as unbilled.   What is the fix for this?   We add all expenses as billable and then when we create the invoice we move them to a bundle so our customer only see the total for 1 line item/activity.  

The new invoice, 2024, is not working the way we need it to.   We loved the old invoice system, not sure why it had to be changed and not have all the same working functions.   

Hi there, @mm882. 

I'm here to share some information about adding a billable expense to a bundle without losing the expense being linked to the invoice with the new invoicing.

The option to add expenses as billable and then create an invoice and move them to a bundle so our customers only see the total for 1 line item/activity is currently unavailable. That would be a great addition to the current features that we have, so I'll take note of it. I also recommend you leave feedback from within the account. 

Here are the steps to do that:

1. Go to the Gear icon and select Feedback.
2. Provide your product suggestion.
3. Click on Next to submit feedback.

You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?. For now, I recommend checking our Feedback page for timely updates.

Here's more information about creating and sending invoices in QuickBooks Online. Once you receive their payment, here's how to record invoice payments manually.

Let me know in the reply section if you need more help or have questions about billable expenses and invoices. I'm always here to answer them for you. Have a great rest of the day!