Consolidate lines of products/Services

Thanks for providing a detailed description of your concern, Wrmcm. I know managing your products and services in your invoices is essential. Allow me to guide you through consolidating the rows into one in the new invoice experience.

In QuickBooks Online (QBO), you can create a template and use the Group activity by Type and Collapse activity rows feature to merge products/services with the same item and rate into one row. Here's how:

1. Go to Settings and pick Custom Form Styles.
   
   
   
   
2. Click New style, then Invoice.
   
   
   
   
3. Tap the Content tab, then select the middle section of the invoice. 
   
   
   
   
4. Hit the Show More Activity Options button.
   
   
   
   
5. Tick the Group activity by checkbox, then choose Type from the dropdown.
6. Place a checkmark before the Collapse activity rows box.
7. Hit Done.
   
   
   

Create an invoice or use the custom template you created in an existing one. Please refer to the steps below:

1. Create an invoice.
2. Enter the product/services. Then, fill in the other fields.
   
3. Click Manage in the upper right corner.
4. Go to Design, then choose the custom template you made in the Other Templates area.
5. Hit Save and Tap Print and download.
   
   
   
   
   
   

The products/services will now be displayed in a single row if they have the same item and rate. If you already have existing invoices, please follow steps 3-5 to ensure you're using the template that enables you to merge the items.

If you have any additional questions or need further assistance with managing or customizing invoices in QuickBooks Online (QBO), please add a reply below. Whether you need help setting up custom invoice templates, understanding how to apply the payments, or any other related tasks, I am committed to ensuring you have the information to get back to your tasks smoothly and efficiently, Wrmcm.

That's what we did.  Unfortunately, it does NOT work any more because Intuit broke it and does not care enough to fix it.  It's a huge deal for our business.  so frustrating.

I appreciate you for following my colleague's steps, @wrmcm. Let me chime in and route you to the appropriate steps you need as I know how important it is in your business. 

To start with, you can check if you've selected the Custom form styles you've created. I've attached the screenshot for your reference about this. 

However, after checking and still experiencing the same result, I recommend doing the steps again in a private window. Incognito will prevent you from saving historical data that causes problems while working with QuickBooks. 

To save you time, you can use either of these shortcut keys:

• Mozilla Firefox: press Ctrl + Shift + P
• Internet Explorer: press Ctrl + Shift + P
• Safari: press Command + Shift +N

If it works fine from there, switch back to your regular browser and clear its cache. If the issue persists, we can use other supported browsers as an alternative option.

On the other hand, if this isn't a browser-related issue, you can contact our Customer Support team. One of our representatives will help you identify the reason with the necessary tools.

Additionally, you might want to visit this article in the future and learn how to personalize and add specifics to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please don't hesitate to comment should you need additional assistance managing your invoices. I'd be delighted to assist. Have a good one.