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Replying to:
MichelleBh
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You're about to achieve what you want to happen with your transactions, @bjscharf

 

I'll give you additional instructions so you can record your multiple transactions into one item in QuickBooks Online. This way, you can personalize the class amounts.

 

Option 1: Create only a parent class, then set up a service category to combine your services. 

 

Here's how: 

  1. Go to the Gear icon on the upper right side. 
  2. Select Product and services
  3. Click the New button and choose Service
  4. In the Name field, type AR and WV Hospital Association.  
  5. In the Class drop-down, pick the Association 
  6. You can also add a Category (optional). 
  7. Complete the other details, then click Save and Close

The invoice and report would look this in the screenshot below: 

 

Option 2: You can select the sub-class in invoicing so you can run a specific class report. Here's what it looks like: 

 

Option 3. You can use our Bundle type to add all your classes. This way, you can record them in QuickBooks in one item. Then follow the steps described by Maryland above to display only the balance summary. 

 

Further, check out these articles below on how to change item types and email customer statements: 

 

 

Get back to me at any time if you have additional questions. I'm always around here to help. Keep safe, bjscharf.

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