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When creating a proposal for a client, sometimes we are selling them multiple products, usually bundled, in one deal.
Some of these products are individual plans that require one-time payments.
Other products are supervision-based services, that are billed weekly or monthly.
Is there any way to create a proposal that combines these products to create an accurate monthly total?
As of now, I get tripped up on products with recurring payments and it makes the "total" inaccurate. The only solution I found is to create two different proposals and that is not efficient.
The $3600 is a monthly bill, the $1250 is a weekly bill. I can't change the amount because it is only 1 product. the $4600 total is inaccurate but there is no way to edit that.
Combining your proposals is a great functionality, Matt.
As of now, this option is unavailable in QuickBooks Online. As a workaround, you'll want to consider creating two different proposals.
Alternatively, you'll want to consider using a third-party application to help you manage your proposal. To do so, I suggest visiting our QuickBooks Onine App Store page to find the right app you can integrate with the program.
I also recommend sending a feature request directly to our Product Development team. It allows you to actively participate in shaping the future of the product and ensures that your needs as a user are heard and addressed.
Here's how:
- Go to the Gear menu and then select Feedback.
- Type in your feature request in the description box.
- Once done, click on Next.
Additionally, I've included this article that'll give you a snapshot of your business. This way, you can ensure your sales, expenses, and other transactions are tracked accurately: Run Reports in QuickBooks Online.
If you have other specific functionalities you would like to see, sharing your ideas with us is an effective way to make your voice heard. Please don't hesitate to keep us posted if you have any other questions about tracking your transactions in the program. We're here to help you out.
