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Passtime
December 6, 2018
Question

Deducting items from inventory when it is included in a Bundle.

  • December 6, 2018
  • 8 replies
  • 44 views

I am using Square POS which interfaces with Quickbooks Plus online for inventory tracking.  I am able to set up single items just fine, but I want to sync Bundles. For example, when I sell a hamburger, I want to decrease 1 meat patty and 1 bun from inventory.  I have saved these items in a Bundle Called  Hamburger.  So far when I sell a hamburger, I am not seeing these items decrease in inventory.  Does anyone have any tips?

8 replies

HoneyLynn_G
HoneyLynn_G
Level 6
December 6, 2018

Hi there, @Passtime.

 

Thank you for dropping by. I can help you track your bundles in QuickBooks Online.

 

Good job in setting up single items for your inventory. Next thing we need to accomplish is creating a bundle. A bundle is a collection of products and/or services that you sell together.

 

Here's how to do it:

  1. Click Sales.
  2. Select Products and Services.
  3. Click New.
  4. Choose Bundles.
  5. Add the single items.
  6. Click Save and close.

Once you begin tracking quantity on hand for an item, values for that item are created and tracked on your company's Balance Sheet. For in-depth information, you can refer to this article: Product and Service types and how to change them.

 

That should get you on the right path. Let me know if you have other questions about inventory. I'd be here to provide additional help. Wishing you and your business continued success.

Rustler
Rustler
Level 15
December 6, 2018

@HoneyLynn_G

Once you begin tracking quantity on hand for bundles, values for that item are created and tracked on your company's Balance Sheet.

 

A bundle is a nickname, there is NO way to track qty of a bundle, there is no value for a bundle either

Rustler
Rustler
Level 15
December 6, 2018

I have not tried what you are doing, but just off the top of my head

the name of the bundle in square has to be the same as the name in QB - if that is true and it does not work to reduce the qty on hand for the items listed in the bundle, (and assuming you can sell the bundle in QB and it works fine)I would contact square support.

 

I expect they have a problem in this area with the way the data is transferred

    B
    Brennan Morrow
    January 18, 2020

    Was the ever resolved, and if so how. 

    I have the exact same problem to fix. 

    Sell an item in square thats a bundle in QBO. 

    Adrian_A
    Adrian_A
    Level 8
    January 18, 2020

    You can follow what Rustler shared, Brennan Morrow.

     

    The name of your item has to be the same as on your QuickBooks. However, if you've set it up correctly yet, it doesn't decrease the quantity on hand, it would be best to reach out to Square POS support. They can verify and guide you on how to resolve this issue.

     

    Feel free to tag me if you have other concerns.

    D
    DSLLC1
    April 29, 2021

    Has anyone figured this out yet? So when I go to match my transactions in QuickBooks from Square it gives me an error message on bundled items stating that the dollar amount for a bundled item must be zero. So if it has to be zero coming into QuickBooks from Square then how am I to charge the customer for the bundle in Square? Not sure how this is a Square issue but I suppose it could be. The reason I was looking at using Square was to find a solution to this problem. I loved using the QuickBooks mobile apps for payment processing but they cannot process a bundled item either. Instead you have to log onto the online version. Any help would be appreciated. 

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