group items

Let's check why the group item on the invoice is affecting the expense account, lisa009.

There's a possibility that one of the items from the group is using an expense account. You need to check each item and make sure it's using an income account.

Let me show you how:

1. Take note of the components of the group so you know which items are included.
2. Open each item and go to the Income Account section.
   
3. Make sure that the account here is an income, not an expense.
4. After making the changes, you can create a new invoice to reflect the account on the transaction.

To help manage your products and services, I'm adding this link for a guide: Add, edit, and delete items.

Learn the different ways you can track customer transactions in QuickBooks Desktop by checking out this article: Accounts Receivable workflow.

Let me know if there's anything else I can help manage your business transactions in QuickBooks. I'm always glad to help you.

Is there a way to get all of the line items (from the group) to print for internal use only?  I want the invoice to show just the description and total fee(s) when sending to a customer.

But I need to print the estimate for my technicians so they see not only the scope of work but each item and quantity they need to prep and load into their vehicles.

Please advise

Is there a way to get all of the line items (from the group) to print for internal use only?  I want the estimate and  invoice to show just the description and total fee(s) when sending to a customer.

But I need a way to print the estimate  or some sort of report for my technicians so they see the scope of work along with each item (equipment, part, material, etc.) and quantity of each so they can prep and load into their vehicles ahead of the job.

Please advise