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?..

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.

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

@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

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!

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!

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

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.

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.

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!!

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

Not sure if this is a relatively new feature, but it's INCREDIBLY helpful! I've been using QBO for almost 4 years and always wanted the ability to group billable expenses into one line to de-clutter client invoices. This is a perfect solution.

Can you help me figure out how to drop the billable expense into the bundle?

Hi there, @crowsnestinc.

 
thank you for raising your concerns here in Community.

 
I understand you want to looking for a way how to add the billable expense into the bundle.

 
I can say that we don’t have option for that. The only way to do this is to manually add the items by creating expense or bill then have it billable.

 
This is how you bill a client for an expense:

1. Select + New.
2. Create Expense and click the details.
3. Select the recipient.
4. In the Category column, choose the expense account for transaction.
5. Enter the description and amount of the expense, then select the Billable checkbox.
6. In the Customer column, select the customer you want to bill for this expense.
7. If there is, enter or make sure the markup % is correct.
8. Select Save and close.

You can also add billable expenses to invoices, utilize this article for your guide.

Here are some additional articles to help you track and manage your billable expenses in QuickBooks Online:

• Enter and manage expenses.
• How to enter billable time by job.

Never hesitate leave a comment for any other concerns in QBO. You are not alone. Have a beautiful day!

I'm with you, I'd like to know how to do this as well. When a bundled item is added to an invoice, the customer sees 1) the parent item, 2) all the items that make up the parent. It confuses the customer. They think they are purchasing multiple items. In QB desktop, I could turn off the feature so the customer only saw the parent item, and not all the parts that make up that parent. Why in the world can't we do that in QBO? I agree with the person above who was ranting about QBO. To mail statements in windowed envelopes I have to physically cut 1/2" off the top or they won't fold correctly for the address field to fit within the window. Why do we not have the ability to adjust the templates to fit our needs like you can in the desktop version? There are other nuances that are very time consuming and annoying. I've submitted feedback for issues I've ran across and nothing changes. 

I figured out where to turn off the bundled items list on invoices. Click the gear and click on products and services. Find the bundle and click edit on the right side of the screen. There's a toggle to display or hide items in the bundle. 

You are so right. Bundles are the actual solution.

Even for General Contracting, when sometimes you want to display all the line items, but for others you want to just have one lump sum number show up to the customer.

For anyone else that made it this far, try it for yourself, start with adding a new "product/service" bundle.

There is an option on the item that says display bundle components, MAKE SURE THIS IS UNCHECKED.

Then go to your invoice and load up your bundle with your line items. 

Brilliant!!!!  Especially for contractors.  Can't believe QBO doesn't offer this as a basic option - our guys are in Lowe's on and off all week for the same job.  Glad I didn't give up the search for an answer!  THANK YOU!