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Highlighted
Level 2

How to bundle items to show a single line item on an invoice?

Similar to the question posed here -   https://qbcommunity.com/t5/Questions-about-QuickBooks/QuickBooks-Online-Time-amp-Billing/m-p/143449#... - about collecting time on an invoice, I have a question about bundling line items on an Invoice..

 

I am new to quickbooks however so still learning the ropes.. An issue I have encountered however is once I have initated an invoice and added the various unbilled line items, I would like to be able to bundle them into a single line for the client..

 

I realize I can do this manually by adding the amounts fromeseveral lines and replacing a single $ amount with the added $s, then deleting the lines no longer needed..

 

This seems terribly time consuming - in that there are lots of small changes on my invoices i need to combine into one - and brings the possibility of error..

 

Is there a way to do this within the system so the math remains accurate as well as some possible trail of what has been bundled together etc..

 

Thanks

 

 

(Title has been edited by moderator for clarity)

Solved
Best answer January 04, 2018

Best Answers
Highlighted
Level 15

How to bundle items to show a single line item on an invoice?


@AGold wrote:

I am new to quickbooks however so still learning the ropes.. An issue I have encountered however is once I have initated an invoice and added the various unbilled line items, I would like to be able to bundle them into a single line for the client..

 

Thanks


No there is not a way to do that in QBO.  In QBO even if the billable expenses are all listed on one expense transaction, QBO create a new entry for each, and in create invoices you can only add one at a time.

 

Unlike desktop which has the option to combine them into one line item

View solution in original post

12 Comments
Highlighted
Level 15

How to bundle items to show a single line item on an invoice?


@AGold wrote:

I am new to quickbooks however so still learning the ropes.. An issue I have encountered however is once I have initated an invoice and added the various unbilled line items, I would like to be able to bundle them into a single line for the client..

 

Thanks


No there is not a way to do that in QBO.  In QBO even if the billable expenses are all listed on one expense transaction, QBO create a new entry for each, and in create invoices you can only add one at a time.

 

Unlike desktop which has the option to combine them into one line item

View solution in original post

Highlighted
Level 2

How to bundle items to show a single line item on an invoice?

Thanks for the quick reply..

 

Any idea why this featuer wasn't carried over into QBO?.. And if it will be implemented - or if there is a way to suggest it?..

 

Highlighted
QuickBooks Team

How to bundle items to show a single line item on an invoice?

Good afternoon AGold,

 

Welcome to the QuickBooks Community, I'd be happy to help.

 

Suggestions are regularly reviewed by the product development team to see what users would like to be implemented into the software. Any feature or enhancement you'd like to see added can be submitted here: http://feedback.qbo.intuit.com/ . You can also submit your ideas by clicking on the Gear icon and selecting Feedback.

 

Furthermore, if you have any questions about the product, the Community is always here to help. Once again, welcome to the QuickBooks family, and have a great day.

Highlighted
Level 1

How to bundle items to show a single line item on an invoice?

Did you ever find a resolution to this? I am having the same problem, though I am not using quick books online.  At this point when I add unbilled items to my invoice I create around 50 line items. Not good for the customer.

 

Thanks

Highlighted
Level 15

How to bundle items to show a single line item on an invoice?

@stefanV

 

In desktop, on the time costs window, select the items/expenses you want to move to the invoice as one line item, click the check mark to group the billable expenses, and save

 

you can do that a many times as you need if you want to group the billable expenses by type or something

Highlighted
Level 3

How to bundle items to show a single line item on an invoice?

So it sounds like we are not getting as many features from the online version as we would be provided with the desktop version?  This really makes me want to switch back to desktop that and a lot of other bugs.  Why would I continue to pay $75.00 a month plus the payroll fees to have to work harder and to consume more of my time than paying for a one shot program?  Makes not sense!

Highlighted
QuickBooks Team

How to bundle items to show a single line item on an invoice?

Hi there, @cfoster73.

 

Your voice matters to us here in the Community. I'm here to share some information about the difference between QuickBooks Online and QuickBooks Desktop.

 

This isn't the kind of service we want you to experience. We know how much time it can take when something isn’t working the way you need it to, which is why we make great efforts to deliver customer satisfaction at all time.

 

To meet the different businesses need, we have come up to different versions of QuickBooks which all have its limitations to some features and services. We work continuously to improve our software and provide you with the best possible product, services, and experiences.

 

One way we do is by tracking QuickBooks usage. This helps us see where our software is effective and what Intuit services help you manage your business most effectively.

 

In case you're having the same issue in this thread and opt to share more of your thoughts about this, I suggest sending your feedback straight to our product engineers. They add new features based on suggestions from customers like yourself.


Here's how:

  1. Go to the Gear icon.
  2. Choose Feedback.
  3. Enter your request/product suggestion, then click Next.
  4. Select Feedback as the Category.
  5. Click Send message.

Feedback is the easiest way for them to know what aspects of the program our users want to be changed.

 

This should provide you information about the difference between our services offered. Let me know if you have further questions about this concern. I'm always here to answer.  Have a great rest of your day!

Highlighted
Level 2

How to bundle items to show a single line item on an invoice?

quickbooks online is the ABSOLUTE worst product ever, if you want to waste even MORE of your time call the tech support. They have no clue as to what they are talking about. I spent 3! yes 3!!! hours on the phone with them, went through 4 different levels and i could hear a guy in the back ground telling the rep on the phone what to do!!
ALL I wanted was for an invoice to show either each line item or the remaining balance after the deposit was charged. seems simple enough eh? HELL NO it wasn't. after spending hours on the phone with these UN-knowledgeable people all the could tell me was "go talk to an accountant" to get it figured out....... WHAT!!!! are you freaking kidding me? what a frigging JOKE.
product development needs to get their heads out and figure this out, we put a man on the moon recently for Christs sake, for sure we can get a couple algorithms to work better than QBO does.
there are SOOO many things wrong with this product, logos, templates that are sophomoric at best etc. the list goes on and on. The ONLY thing that is good about it is that you can enter expenses right at the store through your smart phone. MileIQ works with the "self employed" version but not the rest???? the "tech support" told me it was because of "product limitation" hahaahahaha blow more smoke up my rear end.
I am so disappointed with this service and the tech support is even worse. I would love to continue using it but there is no way I can untlil someone at Intuit grows a brain.
So, there is your feedback now GET TO WORK

Highlighted
Level 1

How to bundle items to show a single line item on an invoice?

It's been two years. Why hasn't this been fixed? This seems pretty basic for a subscription service that is 3x as expensive as its competitor.

Highlighted
QuickBooks Team

How to bundle items to show a single line item on an invoice?

Thanks for the feedback, @Mike189.

 

I definitely understand how it can be frustrating to sign up for a service and have it not work the way you think it should be. 

 

Since our developers based the adding of features by the number of requests they received from customers like you, let me send another feedback on your behalf. The more request they will get, the likely it'll be implemented in the future.

 

They're always looking for ideas from users on how to improve QBO. In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.
 
If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day.

Highlighted
Level 1

How to bundle items to show a single line item on an invoice?

I figured it out, and it is silly easy. 

 

You must create a Product/Service Bundle Item first... I called mine Reimbursable Expenses Group. 

On your invoice, enter this Bundle group into a line item. 

Then, just add all the Billable Expenses... now to actually add them to the group and have a single line item on your final invoice... you... get this, drag and drop the line of the billable expense into the Grouped lines. Seriously. I spent multiple hours on the phone with three different QBO agents and no one figured this out! I knew it could be done so I just kept trying stuff. 

 

Hope this helps lots of people!!

Highlighted
Level 1

How to bundle items to show a single line item on an invoice?

Can you be specific as to how to drag and drop the line of the billable expense into the Grouped lines.  

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