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batvalil
Level 3

Bundles

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.

12 Comments 12
Rustler
Level 15

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

batvalil
Level 3

Bundles

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

JonpriL
Moderator

Bundles

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.

batvalil
Level 3

Bundles

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.

Anonymous
Not applicable

Bundles

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.

batvalil
Level 3

Bundles

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.  

Rose-A
Moderator

Bundles

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:

 

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.

batvalil
Level 3

Bundles

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

batvalil
Level 3

Bundles

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?

AlexV
QuickBooks Team

Bundles

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.

batvalil
Level 3

Bundles

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.

atubbiolo
Level 1

Bundles

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.

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