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AGold
January 3, 2018
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How to bundle items to show a single line item on an invoice?

  • January 3, 2018
  • 3 replies
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Similar to the question posed here -   https://qbcommunity.com/t5/Questions-about-QuickBooks/QuickBooks-Online-Time-amp-Billing/m-p/143449#M6027 - about collecting time on an invoice, I have a question about bundling line items on an Invoice..

 

I am new to quickbooks however so still learning the ropes.. An issue I have encountered however is once I have initated an invoice and added the various unbilled line items, I would like to be able to bundle them into a single line for the client..

 

I realize I can do this manually by adding the amounts fromeseveral lines and replacing a single $ amount with the added $s, then deleting the lines no longer needed..

 

This seems terribly time consuming - in that there are lots of small changes on my invoices i need to combine into one - and brings the possibility of error..

 

Is there a way to do this within the system so the math remains accurate as well as some possible trail of what has been bundled together etc..

 

Thanks

 

 

(Title has been edited by moderator for clarity)

      Best answer by Rustler
      @AGold wrote:

      I am new to quickbooks however so still learning the ropes.. An issue I have encountered however is once I have initated an invoice and added the various unbilled line items, I would like to be able to bundle them into a single line for the client..

       

      Thanks

      No there is not a way to do that in QBO.  In QBO even if the billable expenses are all listed on one expense transaction, QBO create a new entry for each, and in create invoices you can only add one at a time.

       

      Unlike desktop which has the option to combine them into one line item

      3 replies

      Rustler
      RustlerAnswer
      January 4, 2018
      @AGold wrote:

      I am new to quickbooks however so still learning the ropes.. An issue I have encountered however is once I have initated an invoice and added the various unbilled line items, I would like to be able to bundle them into a single line for the client..

       

      Thanks

      No there is not a way to do that in QBO.  In QBO even if the billable expenses are all listed on one expense transaction, QBO create a new entry for each, and in create invoices you can only add one at a time.

       

      Unlike desktop which has the option to combine them into one line item

        A
        AGoldAuthor
        January 7, 2018

        Thanks for the quick reply..

         

        Any idea why this featuer wasn't carried over into QBO?.. And if it will be implemented - or if there is a way to suggest it?..

         

          J
          js955
          January 8, 2018

          Good afternoon AGold,

           

          Welcome to the QuickBooks Community, I'd be happy to help.

           

          Suggestions are regularly reviewed by the product development team to see what users would like to be implemented into the software. Any feature or enhancement you'd like to see added can be submitted here: http://feedback.qbo.intuit.com/ . You can also submit your ideas by clicking on the Gear icon and selecting Feedback.

           

          Furthermore, if you have any questions about the product, the Community is always here to help. Once again, welcome to the QuickBooks family, and have a great day.

            S
            SIV
            February 22, 2018

            Did you ever find a resolution to this? I am having the same problem, though I am not using quick books online.  At this point when I add unbilled items to my invoice I create around 50 line items. Not good for the customer.

             

            Thanks

              Rustler
              Rustler
              February 23, 2018

              @SIV

               

              In desktop, on the time costs window, select the items/expenses you want to move to the invoice as one line item, click the check mark to group the billable expenses, and save

               

              you can do that a many times as you need if you want to group the billable expenses by type or something

                C
                christy20657
                November 29, 2018

                So it sounds like we are not getting as many features from the online version as we would be provided with the desktop version?  This really makes me want to switch back to desktop that and a lot of other bugs.  Why would I continue to pay $75.00 a month plus the payroll fees to have to work harder and to consume more of my time than paying for a one shot program?  Makes not sense!

                  T
                  torianne
                  July 17, 2020

                  I figured it out, and it is silly easy. 

                   

                  You must create a Product/Service Bundle Item first... I called mine Reimbursable Expenses Group. 

                  On your invoice, enter this Bundle group into a line item. 

                  Then, just add all the Billable Expenses... now to actually add them to the group and have a single line item on your final invoice... you... get this, drag and drop the line of the billable expense into the Grouped lines. Seriously. I spent multiple hours on the phone with three different QBO agents and no one figured this out! I knew it could be done so I just kept trying stuff. 

                   

                  Hope this helps lots of people!!

                    G
                    GCU1815
                    August 31, 2020

                    Can you be specific as to how to drag and drop the line of the billable expense into the Grouped lines.  

                    C
                    crowsnestinc
                    January 7, 2022

                    Can you help me figure out how to drop the billable expense into the bundle?

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