QBO bundles

I'll share details about how QuickBooks works in adding bundled items on transactions, @CBS100. 

The quantity works as designed since the items you added from an estimate to an invoice are bundled. That's why it shows one, and you're unable to change it to zero. This is also to keep track of the actual quantity of the items in your inventory.

However, if you still prefer to change the bundled items' quantity, we can change it directly from the estimate. Please know that if the items are entered in zero quantity, no amount will be calculated or converted to the invoice. Here's how you can edit the estimate:

1. Go to the Sales menu and select the Estimate tab.
2. Locate the estimate you want to make changes to.
3. Under the Action column, click the Edit option.
4. Then, enter your desired quantity in its respective column.
5. Once done, click Save and Close.

Furthermore, you can check out this article to see how you can record an invoice payment once your client pays their statement of charges: Record an invoice payment. 

Please let me know if you have any more queries about selecting a product or completing any transactions using the application. Help is always available from the Community. Stay safe!

Thank you for your answer. Is this new? We used to be able to change quantities of bundles in invoices.

Hello CBS100,

You are welcome. QuickBooks is constantly updating and making changes to the system, so it is very possible! If you have any questions or feedback, let us know. We are here to assist. 

I have the same problem.  The bundle option is not showing up when I select "New" under products and services.

Funny thing is, I do have one bundle activated under product and services that I must have created a few years ago.  Yesterday I tested it and it worked fine, but today it not only hides the rates and qty's bust the description as well.

I have tried your direction but the selections don't stick.  All I want to do is hide the rates and qty's from the customers when I email them the estimate and the invoice.  I do want them to see the description of work.

Also, when I review the pdf the changes look right, but what my customer gets is different.

I really need to get this figured out today.

Thanks

I appreciate your efforts and time following the suggested resolutions, 22222. I'll chime into this conversation and offer my expertise so you can customize your sales forms according to your preferred content and appearance.  

The Bundle feature is only available in the QuickBooks Online (QBO) Plus subscription. Since you've already created a Bundle Feature, but the option to create it has suddenly been missing, it could be a browser-related issue.

We can open your account using an incognito or private window. Unexpected issues in QuickBooks Online (QBO) may arise due to problems with the web browser, such as a full cache or outdated internet files. A private or incognito window does not retain internet data like cookies, history, or cached files from previous browsing sessions, creating a fresh browsing environment.

Please refer to the following keyboard shortcuts based on your browser type: 

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

If the private browsing session works, clear the browser's cache to allow the system to restart. Clearing the cache refreshes the system, enabling you to begin with a clean slate. This process can also be carried out on supported and up-to-date web browsers recommended for optimal QuickBooks performance.

Additionally, we can use the Custom Form Style functionality to hide the Rates and QTY in your Invoices and estimates when you email these transactions to your customer. I'll show you how:

1. Go to the Gear icon and choose Custom form styles.
   
2. Select the New style dropdown menu and hit Invoice.
   
3. Enter a name for easier classification.
   
4. On the Content tab, choose the center section.
5. Uncheck the Quantity and Rate boxes.
6. Once done, click Done.
   
7. Follow the same process with your estimates.

Afterward, you can apply it to your sales transactions by selecting the custom template. You'll need to select the Payor view tab and click the Design tab, then choose the created template.  

I'll attach an image showing the comparison of applying the custom form template.  

Every business has unique needs and preferences when it comes to processing sales activities, 22222. Please feel free to ask any specific questions, and I'll do my best to provide clear insights and information to help you optimize the customization capabilities of the sales form within the system. Wishing you all the best for the remainder of the week! Stay safe and healthy.   

Hi Erika,

Thank you for your reply.  I tried the incognito window and I get the same results , the qty and rate and amount all show up on the customers emailed copy.  The one thing you have that I don't is the "Payor View" tab.

Also, my email view and pdf view say I have an old template (see attached screen shot). When I select print and download it shows the qty and rate hidden exactly the way I want it, but the copy that goes to the customer still includes the rate and qty. I don't know what to do.  It was working great and then it stopped working.

I think my QBO version is Simple Start.  If that is the case why did it quit working all of a sudden?

I would appreciate any other help you can provide. Thank you

We appreciate your patience in following the steps provided by my colleague above, @22222. I'm here to provide further details about your sales forms.

To prevent the Quantity and Rate from being included in your customer's received email, ensure that the template without these details is selected when creating the invoice or estimate.

Regarding the Payor view tab, it is exclusively accessible on the invoice page.

Based on your screenshot, it appears that you are using an outdated template that is not compatible with the PDF and Email view functions. To resolve this issue, select a more recent template to ensure proper functionality.

Additionally, you can run a customer report to get an overview of your business's customer activities.

Let us know if you have other concerns with your money in transactions in QuickBooks. We're here to help you.

Thanks Janbon,  when I create a new template and look at the pdf example it looks fine, the rates and qty's are hidden. Then when I go to my estimate and select the new template and then select print and download it looks great.

Now if I select pdf view or email view I get the message "PDF view is unavailable with this template" and it also says " You're using an old template. To preview the PDF your customer sees, click Print and download.

Thank you for reaching out, @22222. I want to provide you with more information to help resolve the issue you're experiencing with the template and your estimates.

Since the error persists after attempting the troubleshooting steps mentioned earlier, I recommend contacting our Customer Support team. They have the necessary tools to check your account thoroughly in a secure environment.

You can contact QuickBooks Online (QBO) Customer Support by clicking the Help icon at the top right of your account. 

Follow the steps below: 

1. Go to the Help icon to connect to a live support agent.
2. Click on the Contact Us button and provide some details about this concern.
3. Provide us with some information about your concern in the What can we help you with? box and click on Continue.
4. You'll now be provided options for connecting to our Customer Support.

For a comprehensive understanding of the support options available and their operating hours, we recommend checking out this informative article: QuickBooks Online Support.

Additionally, here's a guide on converting an estimate into an invoice in QuickBooks Online once your customer accepts the estimate.

If you require further assistance with your estimates, invoices, or any other aspect, please don't hesitate to let us know in the Reply section. Remember, the Community is always here to lend a helping hand.