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Kevin_C
QuickBooks Team

How to put several products and services on one line item in-and-in voice.

Currently, this option isn't available in QuickBooks Online (QBO), Thysanopter.

 

You're correct that you can only drag and drop specific line items to change their order, but you can't insert them into a bundled line item.

 

For now, I suggest submitting a feature request to our product development team. Rest assured that they will review it and may consider this option for future updates, depending on the number of users' requests. Here's how:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Then select Next to submit feedback.

 

Additionally, visit this resource to review the recorded transactions and their statuses in the Sales menu: View sales transactions in QuickBooks Online.

 

Kindly reach out anytime if you have more questions or need assistance with customizing your invoices. Just come back to this post, and I'll be here to help you promptly.

thysanopter
Level 1

How to put several products and services on one line item in-and-in voice.

Thanks for responding so quick. I requested a refund of the yearly Plus subscription, I've been using desktop Quickbooks since 2007 and it didn't even occur to me that you can't combine billable items on an invoice into a single line on the Online version.

mapco
Level 2

How to put several products and services on one line item in-and-in voice.

I used to be able to drag billable items into the bundle, either time or costs. Just got an upgrade and now I can't do this. Send an invoice to a client and have 20 line items. Horrible.

MariaSoledadG
QuickBooks Team

How to put several products and services on one line item in-and-in voice.

We appreciate your attention to this detail and desire to drag billable items into the bundle. I'm here to help you resolve this, Mapco.

 

Currently, the feature is unavailable. However, if you want to apply the billable expense to your invoice, you can click the Add button once the Billable expense shows up when you create an invoice. I've added a screenshot for visual reference: 
billable expense.png

On the other hand, if you prefer to display limited information about an item on the line item, you can enable the Collapse activity rows option to show only specific item details on your invoice. To achieve this, follow the steps outlined below:

 

  1. Go to the Gear icon, and then select Custom form styles.
  2. Either choose an existing template or click New style, then Invoice.
  3. Go to the Content tab and select the body of the invoice.
     Collapse1.png
  4. Click the Show more activity options link on the lower part.
  5. Tick the Collapse activity rows field.
  6. Click Done.

 

However, I still recommend sending feedback to help our product team understand how this feature benefits your business. Follow the steps below to submit your suggestions:

 

  1. Navigate to the Gear icon and select Feedback.
  2. Type your comments or product suggestions in the provided field. Then click Next and submit feedback.

 

Your input is valuable and can contribute to enhancing your experience with QuickBooks Online. You can also monitor the progress of feature requests through the QuickBooks Online Feature Requests website.

 

After this, you may want to review each item of information on your invoice thoroughly. QuickBooks provides a variety of reports where you can filter them so it will only show the right data. For more detailed guidance, refer to the article: Customize Reports in QuickBooks Online.

 

Let me know if you have any questions regarding billable items displayed on your invoice. I'll be one post away if you need further assistance.

mapco
Level 2

How to put several products and services on one line item in-and-in voice.

As I understand your suggestion it will condense the item description but I would still have 10 line items and have to subtotal each object, and my client would see everything.

Sad part is we could previously do this for the last 3 years I QBO 

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