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dannboisvert
February 10, 2020
Question

How to put several products and services on one line item in-and-in voice.

  • February 10, 2020
  • 3 replies
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Original commenter did not share additional details

3 replies

Rustler
Rustler
February 10, 2020

If you have plus or higher, use a bundle item, list the items in the bundle and set it to not print all items

katherinejoyceO
katherinejoyceO
February 10, 2020

Welcome and thanks for visiting the Community, @dannboisvert. 

 

In QuickBooks, you can only select one product or service per line item in an invoice. Instead, you can add more lines by clicking the Add lines button below the Service Date column so you can enter several products or services in one invoice. 

 

You might also want to use bundles to group your products and services. Here's a quick tutorial for your reference: How to Use Bundles: Grouping Products & Services.

 

I have added our help articles for your future reference: 

 

 

Visit again if you have additional concerns, @dannboisvert. We're always around here to provide our utmost help. 

D
dannboisvertAuthor
February 11, 2020

I'm a contractor with a hundred material receipts for 1 week of work. Marking them billable creates one line item each, let alone billable time, equipment and utility charges. This makes for a very messy, and confusing invoice for the customer. If I don.t use the billable feature so I can add up all the materials and just add one line on invoice, it renders the Project function almost useless, and is very time consuming especially when its progress billing. hence why bundles don't work. Am I really the only person running into this problem.

 

I feel like QBO is a hyped up dumbed down more expensive version of the desktop version.

    MarsStephanieL
    MarsStephanieL
    February 11, 2020

    Hi there, dannboisvert.

     

    To get the goal of using one line item for several products and services in an invoice, you can use bundle item. Let me show you how to create a bundle item and apply it in an invoice.

     

    Here's how to create a bundle item:

    1. Go to Sales, then Products and Services.
    2. Select New button and choose Bundle.
    3. Check the box for "Display bundle components when printing or sending transactions."
    4. Add the product or services in the line items.
    5. Click on Save and close.

    I added a screenshot for your reference.

     

     

    Here's how to apply bundle item in the invoice:

     

    1. Go to the Hamburger icon and select + New button.
    2. Under the Customers column, select Invoice.
    3. Choose the project name of the customer if you want to track the sales.
    4. In the line items, choose the bundle item you created.
    5. Verify the details.
    6. Hit Save and close.

     

    This is how it looks.

     

     

    Here's an article you can read to learn more about bundles: Change Product and Service Types.

     

    You can check out create and view customer statements for future reference.

     

    Get back to me at any time if you have additional questions, dannboisvert. We're always around here to help. 

    R
    RubiconBooks
    November 1, 2023

    Wow, how has this not been solved, yet?! For users that do T&M projects with several vendor bills and expense transactions per job, this is a much needed feature! 

    Using bundles on invoices does NOT solve the issue...

      R
      Rea_M
      November 1, 2023

      I can see the benefit of consolidating multiple products and services into a single line item on invoices, especially for users handling time and materials projects with multiple vendor bills and expense transactions per job, RubiconBooks. However, this feature isn't yet available in QuickBooks Online (QBO). With this, I'll encourage you to send feedback or product recommendations to help improve your experience using the platform.

       

      Here's how:

       

      1. Go to the Gear icon.
      2. Select Feedback.
      3. Type in your recommendation in the Share your feedback field.
      4. Click Next.
      5. Follow the on-screen instructions to complete the process. 

       

      Additionally, if you want more information about invoicing customers for project-related expenses, including timesheets, you can refer to this article: Invoice customers for project expenses in QuickBooks Online.

       

      Please feel free to comment below if you have other feature concerns or questions about managing expense transactions in QBO. I'm always ready to help. 

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