I've got Sales Receipts entered with Items bundled into several groups. When I go to print or save a given receipt, it only includes the Group total and not the individual, non-zero items, even though in the Group definition the check box for "Print Items in Group" is checked.
Hello there, bradalb.
Let's customize the sales template to show the items when printing it. Here's how:
Next, go to the Item List page and make sure to mark the box for Print items in group. Then, create a new transaction using the group items.
For additional resources, check out these articles. Each one provides detailed instructions on how to refine templates and steps to manage inventories.
Keep me posted if you have any clarifications or additional questions. Please know I’m here anytime to help. Have a great rest of your day.
Did you check the box to print the group items before using the group on your sales receipt? If not that is why it's not printing. The setting is actually saved on each transaction precisely so changing the group setting does not change the past transactions.
To get the details to print in this case, remove and replace the group on the sales receipt.
Yes, as far as I know that box has always been checked.
This is for some old transactions from 2014. Was this box/feature added after that?
Never mind, I just tried it on a fresh Sales Receipt and that one is still just showing the Group Totals
Hi there, @bradalb.
I appreciate you for going through the steps provided by my colleague above. Let me share some troubleshooting steps to get your group item print in your sales receipt.
Since you're unable to print the group item on your end, let's try to toggle the group item by changing it to another group item. I'll be glad to guide you how.
In your Sales Receipt page, click Save and select Sales Receipt before changing the item group.
Then, select another item from the ITEM column, click Print and select Preview.
Close the print preview page and change the item to the previous item, click Save and select Sale Receipt. Then, click Print and select Preview.
You can also check this article to learn more about customizing your form template: Use and Customize Form Templates.
As always, don't hesitate to reach out to us if you have other concerns with your QuickBooks Desktop account. We're always here to help you.
Hi again, I've done a few more tests ...
I tried creating a new sales receipt from scratch (all my previous/current ones had been created from a memorized transaction), adding one the same Groups from the original ones and some dummy numbers. The Print Preview of this one DOES show the line items.
I then went back to one of my 2014 Sales Receipts and edited it to add one of my Groups (duplicate) and that new group also showed the items in Print Preview but the original Group on the Receipt still just showed the total.
I tried creating a new Sales Receipt from my memorized one and the Print Preview still only shows Group Totals.
So, the problem is related to the memorized Sales Receipt I've been using for years.
Finally, I pulled up a blank original memorized Sales Receipt, deleted one of the Groups, added it back in and that group is now showing the items properly in the Print Preview.
So my guess is that the option/feature of whether to print items in from groups was added to QB after I memorized my transaction and since the option, one way or the other, is not in the original memorized transaction, QB is assuming the "don't display" version. Since I've never had to print any of these Sales Receipts, until now, it's a feature/bug that I never noticed.
I don't suppose there's a way to change this default behavior or a batch way to mark this option in my already recorded Sales Receipts / groups ?
Arrgh! I just entered a lengthy response that doesn't look like it got posted. Trying again.
I tried some more tests but to save space this time the problem looks like it is because I create my Daily Sales Receipts entry from a very old memorized transaction. If I modify an old, saved Receipt and add one of my groups, its Items show up in the Print Preview but not the Items in the groups that were originally there. If I create a new Sales Receipt from the memorized transaction, the Items still don't not show up. But if I create a new memorized transaction adding the groups and saving it, the item do show up properly.
My hunch is that my original memorized transaction was created before the option to print or not print items was added to QB and when it was added, the assumption was that if the option is not there, then don't print. I never noticed it because until now I've not had to print any of these receipts. Now I need to print a whole quarter's worth of them, ideally with the Item details.
My next question is whether there is a way to change this default behavior or if there's a batch way to update these transactions to include this Item print toggle?
While we don't have a way to update your sales receipt transactions in batch, you can run the re-sort list tool. This will put a list back to its default order. Let me guide you through how.
Then, let's also re-sort your item listing. Here's how:
Once done, close and re-open your QuickBooks file.
You can read this handy article for details: Re-sort lists.
Also, you can create a new memorized template for your group items.
You might want to visit our page for tips and articles of your future tasks: Income and expenses.
Reach out to us anytime if you need help with anything else.