cancel
Showing results for 
Search instead for 
Did you mean: 
adam14
Level 1

Is there a way to batch add line items to an invoice without having to look up each item? Can't get a response on chat...

 
1 Comment 1
Angelyn_T
QuickBooks Team

Is there a way to batch add line items to an invoice without having to look up each item? Can't get a response on chat...

Hi there, @adam14.

 

Thank you for posting here in the Community. I'm here to help share information on how to add the line items in a batch when creating invoices.

 

You may need to create a bundle and select the bundle created when creating invoices. When you select the bundle, it automatically pulls up the bundle components/products and services.

 

To create a bundle:

  1. Go to the Gear icon.
  2. Select Products and Services under Lists.
  3. Click New beside More.
  4. Select Bundle under Product/Service information.
  5. Create a bundle name and add the items/components under Product/Service.
  6. Click Save and close.

Once done, select the bundle when creating invoices.

For additional reference about bundles in QuickBooks Online, you may check this QuickBooks blog: Introducing QuickBooks Bundles and Reorder Points.

 

Let me know if you have any other concerns about creating invoices. I'm always here to help!

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us