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May 11, 2024
Question

Still can’t add a pre existing bundle to an invoice or quote on iOS even though I can see the bundle as an option, says to use quickbooks online to add bundles?

  • May 11, 2024
  • 1 reply
  • 0 views
Am I missing something? The most useful platform to be able to use bundles is iOS.

1 reply

May 11, 2024

Thanks for posting in the Community, Danpink. I can help you add your existing bundle to an invoice. 

 

The QuickBooks Online mobile app is a simplified version of the QuickBooks program. It provides basic functionality, and some features may not be available depending on the device you're using. 

 

In this case, I recommend accessing your account on a browser to add your bundle to the invoice. This way, you'll be able to see all the information that you need from your account. 

 

Follow these steps to proceed with adding the bundle to your invoice from a browser:

  1. Click on the Sales menu. Choose Invoices.
  2. Select New.
  3. Fill out all the necessary information.
  4. Select the bundle under Products and Services.
  5. Once done, click on Save and send or Save.

 

We'd also appreciate it if you give us more information about any error you encountered while adding the bundle from iOs. This way, we can look into it and give you the best resolution. 

 

Additionally, I'm also including a helpful guide on how to manage invoices and other sales forms in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

You can always come back to this thread and fill me in whenever you need extra assistance with invoices or QuickBooks in general. Have a good one!