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January 8, 2019
Question

Bundles

  • January 8, 2019
  • 2 replies
  • 24 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
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

batvalilAuthor
January 8, 2019

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

January 9, 2019

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.


Hi, batvalil.

 

QuickBooks follows the rule of billable expense which are the service, work or supplies that are reimbursable by your clients. This is the reason why you can only link it to your customers. 


Moreover, each billable expense you’ve added to an invoice will create a separate item. This is to enumerate or details the exact number of services/work or supplies reimbursable to a customer. 


For now, you might want to share your preferred way of handing billable expense to our developers. Just click the Gear icon and select Feedback. 

 

Stay in touch with me if there's anything else you need.

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.