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Can you merge multiple products/services on an invoice into one line so the customer can only see the total price and not each items individual price.
For example, I am an electrician, I put in my labour/time on one line, then 3 power points on the next and then a light switch on the next line, I want them to all merge together so the customer can only see the total price and not each individual price. How do I do that?
Sending good vibes to you, border2border.
I can help you merge multiple products or services on an invoice with the total amount of the items.
With QuickBooks Online Essentials and Plus version, you can create a bundle to group your items into one item.
To create bundles, here's how:
You can now use the bundle item to your invoice with all the products you need into one line item.
You might find the article and the video tutorial interesting. These resources contains information on how this feature works and how many items you can add for the bundle:
Introducing QuickBooks Bundles and Reorder Points
How to Use Bundles: Grouping Products & Services
Let me know how it goes by leaving a reply below. I'd be more than willing to lend you a hand.
Thats great but I don't have those versions, can you do it on quickbooks online?
Thank you for getting back to us, @border2border.
Yes, you're able to create a bundle to group your items into one in QuickBooks Online (QBO). I'm here to guide you through utilizing the said feature. This way, you can enter an invoice with a line item that consists of your products/services bundle.
Based on your concern, it seems that you're subscribed to QBO Simple Start. To make use of the Bundle feature, I'd recommend upgrading your current plan to either Essentials or Plus version. Here's how:
I've attached screenshots below that shows the first to fifth steps.
After that, sign out and log back in. This is to refresh the system and make sure the update is implemented. Then, go to the Products and Services page from the Gear icon to add a new product/service bundle.
Additionally, you can customize your invoices to add information that mattes most to your business. This way, you can create an attractive and professional-looking sales form. To learn more about it, you can refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Moreover, you can use categories to group your items of the same type. Then, use reports to get insights of the things you sell and their status. Check out this article for the list of reports you can pull up with their description: Use reports to see your sales and inventory status.
Please let me know if you have other concerns. I'm just around to help.
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