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BK-PaulDavis
October 9, 2020
Question

Summary Reports for Bundles

  • October 9, 2020
  • 1 reply
  • 0 views

I am trying to run a report in QBO by bundle name.  We regularly run the summary report for products and service items but we would like to be able to run a summary report of the bundled names.  When I try to customize the Product and Service Summary report it does not allow me to choose a bundle.

1 reply

Angelyn_T
Angelyn_T
October 9, 2020

Hello, @BK-PaulDavis.

 

I'm here to share with you some information about running the Products and Services report in QuickBooks Online.

 

At this time, each product within the bundle will show up on the Sales by Product/Service Summary Report. Customising the report to display the bundle items is currently unavailable. I can see how important and seamless it would be to modify the report by bundle item. Rest assured our engineers don't stop to develop QuickBooks and deliver the best experiences for all of our QuickBooks users. Hopefully, it might be something that comes out in the future. 

 

For now, I recommend visiting our blog to stay current with the latest QuickBooks news and feature enhancements: The QuickBooks Blog.

 

As you continue working with QuickBooks and running your reports, you can also read the details from these links are your future guides:

 

I'm always here to help if you have any other questions. Just add a comment below. Keep safe!

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