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E
emjholder
September 30, 2022
Question

invoices

  • September 30, 2022
  • 1 reply
  • 1 view

QBO creates an invoice from all of the line items that have the designated customer or project.  Each entry is listed on the invoice.  Is there a way to summarize the line items into categories for the customer?  I currently export the line items, then categorize them, total each category and then create an invoice in Word.  Such a waste of time, effort and function.  Does anyone know of a program out there that creates an invoice in the manner that I need?

1 reply

MichelleBh
MichelleBh
Level 8
September 30, 2022

I have some ideas for getting your work done, @emjholder. This way, you won't have to export the line items and categorize them to summarize in the invoice form. 

 

I understand that creating the line item in Word takes time. You can make use of our product category feature. This is a method of categorizing items that you sell to customers. Allow you to quickly organize what you sell and save time when filling out sales transaction forms.

 

Go as follows: 

 

  1. Go to Sales, then choose Products and services. 
  2. Select the dropdown More ▼ and pick Manage categories.
  3. Click the New category button and enter a unique name in the field. 
  4. Hit Save. 

 

See this link for more details: Group your products and services into different categories.

 

If this feature does not meet your business needs, I'd recommend looking for a third-party app. Follow the steps below for apps that are supported by QuickBooks:

 

  1. Go to apps.intuit.com. 
  2. Choose your country in the upper right corner. 
  3. Categories it and choose the appropriate app. 
  4. Follow the online instructions to install. 

 

I included these articles for more details and tips about tracking your product and services in QuickBooks Online.

 

 

I'm always eager to help if you have any other concerns with your product and services. Keep safe always. 

E
emjholderAuthor
September 30, 2022

Thank you for your reply.  The problem is that we are not a retail or wholesale company.  We are a general construction company.  We need the labor to be categorized into different levels of skill and totalled as well as other aspects of construction.  I have tried to categorize the suplies and materials but so far I haven't found a way to do labor and other aspects.

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