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peter-gazelka
April 18, 2024
Question

I just upgraded from QBD to QBO. I am having problems with the Products and Services area. My items are grayed out. They appear to be active. I can't modify bundles.

  • April 18, 2024
  • 1 reply
  • 0 views
I've tried turning off Norton.  Clearing my cache and running Windows Update and a whole variety of things recommended by support.  No luck.  Also, I can't see the option to create a new "Bundle" type anymore.

1 reply

MJoy_D
MJoy_D
April 19, 2024

Thank you for trying the troubleshooting steps to resolve the issue you are experiencing, peter. 

 

However, since you're still encountering an error even after following the steps provided by our Customer Support team, I suggest reaching out to them once again. Let them know the steps you've already performed and the problem you're facing. You can go to the Help (?) icon from your QuickBooks Online company to contact them. 

 

Here's how:

 

  1. Go to the Help icon to connect to a live support agent. 
  2. Select the Search tab and click on the Contact Us button. 
  3.  Select a topic for your concern in the What can we help you with? section.
  4. You'll now be provided options on how to connect to our Customer Support.

 

You can find more information about the types of support we offer, including availability through this article: QuickBooks Online Support.

 

Here's more information about migrating your data from QuickBooks Desktop for Windows or Mac to QuickBooks Online: Move your QuickBooks Desktop file to QuickBooks Online. It'll guide you in comparing financial reports, reviewing and editing accounts' detail types, completing payroll setup, and linking existing QuickBooks Payments accounts.

 

You might also find these articles helpful in achieving basic tasks in QBO:  Video tutorials for QuickBooks Online.

 

Let me know in the Reply section if you need more assistance or have further questions about your QuickBooks Online account. I'm always here to answer them for you. Have a wonderful day!

P
peter-gazelkaAuthor
April 19, 2024

Actually, the 3rd tech I've talked now said, after a lengthy discussion and a total of 3-4 hours on the phone today, that the issue was that Products & Services with the "Bundle" type didn't work on Simple Start, I needed a much higher version, from Simple Start @ $15/month to Advanced @ $100/month.  And, all I am trying to do is get "bundling", or something like it, to work so I can have this detail on my room rental invoices:

 

1.  Short-Term Rental

2.  Sales Tax

3.  Lodging Tax

 

How do I keep my existing QB Desktop history intact, but make this work, preferably with Simple Start.

 

It seems like the QBD to QBO upgrade went pretty well.  It's just the small but vital things you need for your business that kill you.

 

Frustrated a bit....

MariaSoledadG
MariaSoledadG
April 19, 2024

I can see how you want the feature to work as you expected. Let me impart a few details on this, Peter. 

 

Both desktop and online have different interfaces and work differently. Therefore they would never work the same way. This bundle feature is only available on the Plus and Advanced versions of QuickBooks Online (QBO). If you want to utilize products and sell them at a discounted amount, you can upgrade your subscription so you'll enjoy the option.

 

On the other hand, your QuickBooks Desktop file remains intact if you've created a backup copy before you moved to QBO. You can restore the backup file if you need to access some of your data in QuickBooks Desktop.

 

You can check out this QBO chart for comparison. 

 

 

Furthermore, QuickBooks Online (QBO) offers different reports that provide the necessary data. Learn from this article for more information: Reports Included In Your QuickBooks Online Subscription.

 

You can always reach out to us anytime if you have further questions about bundles or anything about QBO. We're always here to help you anytime. Have a nice day!

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