Skip to main content
December 16, 2023
Question

Invoice group by item is gone?

  • December 16, 2023
  • 3 replies
  • 0 views
I invoice my customers using the group by item feature. It seems to have disappeared with the new invoice form. Can I get it back?

3 replies

December 16, 2023

Hello, @jay-impactivellc.

 

I've got some insights and steps that can help you invoice your customers using the group-by-item feature in QuickBooks Online (QBO).

 

There are two ways to invoice your customers using the feature. The first way is to add a subtotal line after a set of items in an invoice. However, please note that the subtotals feature is currently unavailable in the new invoice layout. For more details, you can visit this article: See what's new with estimates and invoices in QuickBooks Online.

 

That leads us to the alternative step, which is to create a bundle to group the items. For guidance, you can check out the video in this article: How to Use Bundles: Grouping Products & Services.

 

Since you mentioned that you want to get the feature back, I suggest switching back to the old layout. However, this option is only available to Plus and Advanced users, and it's important to note that the process is irreversible. Here's how to do it: 

 

1. Go to +New

2. Select Invoice

3. Click Old layout at the top right corner of the form.

 

In case you want to personalize and add specific information to your invoices and other sales forms, you can refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please keep in touch with us if you have any follow-up concerns regarding your invoices. We're here to assist you.

December 16, 2023

There's no Old Layout link in the new form. Please help.

December 19, 2023

This is outrageous.  I pay $500/month for QuickBooks time for a small consulting business.  I have 30-50 consultants entering time across a matrix of clients and managers.  How can the "group time by service" function be missing?  We are no longer able to create invoices with the data from QuickBooks time.  My invoices have a separate line for every day!  And I’m using the QB time system!  We are going to have to manually/offline figure out each invoice and then manually create a single line invoice to bill each person's hours for the month.  This defeats the entire purpose of an integrated time system.  This is a feature that worked for years up until last week.  In fact, it is the reason that we implemented QuickBooks time 5 years ago. 

This has to be fixed right away or many customers are going to be irate at month end when they notice this. Especially if they are paying for the QuickBooks time system!  Our invoice process has gone from 30 minutes to hours.  

May 24, 2024

I would like to join this conversation since I am having trouble with this as well.