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Tanya-Ultimate
December 28, 2023
Question

Invoice: Creation of packages which combine several products and services

  • December 28, 2023
  • 1 reply
  • 0 views

Hello QuickBooks Community,

 

I would like to know if we can create “packages” in QuickBooks. Meaning combine products and services in a package, list the package in the invoice, but in reports still have access to each individual product or service separately. We often create packages for our partners which usually combine 1 product (software), and 1 or 2 services (support and training). When creating invoices, we need to use the product code for the package. However, we would like for our Sales report to still show the product and services separately and not bundled up. Is there a way to do this in QuickBooks? Thanks! 

1 reply

A
Alex M
December 28, 2023

Hi there Tanya-Ultimate,

 

Thanks for reaching out about invoicing your customers. QuickBooks Online has the option to create bundles so you can group certain items for sale. I can provide some information about bundles.

 

To create a bundle, you can follow these steps to Create products and services. The type you'll need to choose is Bundle, then you'll be able to select the products that you're going to include. On the invoice, it will be shown as the name of the bundle, but for reporting purposes, you'll see the individual items. When adding a bundle as a line item, on your invoice creation screen, you'll see the breakdown of products in the bundle, as you'll need to assign a tax code to each item of the bundle.

 

If you have any other questions, feel free to reach out here.

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