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julie-cpremodeli
May 21, 2024
Question

Is there a workaround for product and services bundles coming into Estimates being out of order with no way to rearrange the line items?

  • May 21, 2024
  • 2 replies
  • 0 views
QB Online made changes to Estimates last week which are crippling our ability to quickly put together Estimates to our clients when using Bundles (we use bundles that include numerous line items for products and services rendered). Is anyone else having this issue and/or does anyone know of a timeframe for a fix?

    2 replies

    A
    AnneMariee
    May 21, 2024

    Let me provide information about arranging your line items in the new layout, Julie.

     

    If you want to rearrange the line items within the bundle by default, you can do so by heading to the Products and Services menu. I'll show you how to do it below.

     

    1. Go to the gear icon at the top-right corner of the screen.
    2. Select Products and services under Lists.
    3. Locate the bundle. Then, click Edit under the Action column.
    4. In the Items included in the bundle section, rearrange the items as preferred by dragging the icon on the left of each item.
    5. Press Save.

     

    On the other hand, you can follow the steps below to send feedback if you want to rearrange the line items within the sales form, as the option to do so is unavailable. 

     

    1. Click the Gear icon.
    2. Select Feedback under the Profile column.
    3. Enter your product suggestions.
    4. Click Next to submit.

     

    This way, our product developers can take note of the need for this feature and consider adding it in future updates.

     

    I'll just leave this article on using bundles in QuickBooks Online for more information: How to Use Bundles.

     

    For future use, here's a guide on generating reports to get comprehensive summaries about your sales and inventory in QuickBooks: Use reports to see your sales and inventory status.

     

    Feel free to reach out if you need any clarification or have other concerns about managing products and services in QuickBooks Online, Julie. I'm just one post away.

    J
    julie-cpremodeliAuthor
    May 21, 2024

    Thank you for trying to help.  Have you tried what you have suggested above?  If so, you will see that no matter what order you save the Bundle line items in under Products and Services, when you select that Bundle in Estimates, it comes over with the line items completely out of order with no way to rearrange them back into the correct order.  This is extremely frustrating and makes absolutely no sense! Is there a work around for this?

     

    I have provided feedback several times over the past week and have not received a single response from QB regarding a timeframe for a correction to the issue.  It is crippling our ability to send Estimates to our clients in a timely manner, which is unacceptable.  This issue needs to be corrected ASAP.  I would like a response from QB regarding an immediate resolution to this issue.  Software updates are not supposed to make the software impossible to work with.

      L
      lukebhs
      May 21, 2024

      Need resolution on this issue.  Our estimates follow a logical project plan. This is now unusable which makes the entire tool unusable.  

      R
      ryemmett
      June 7, 2024

      I don't know if those in this thread have noticed this yet, but for the bundles I have if they are over 10 items long, then those items after #10 are tossed up to the top of the bundle list on an Estimate.  If I make a bundle only 10 items long, then they appear in the correct order.  There seems to be a 10 item limit on Bundle lists in this way.

      JaeAnnC
      JaeAnnC
      June 7, 2024

      I'll shed some light on the bundle arrangement when creating an estimate in QuickBooks Online (QBO), @ryemmett.

       

      I appreciate your keen observation when entering a bundle on your estimate. Yes, you're right. The bundle displays the correct order if it contains ten or fewer items. If it exceeds, the additional items will appear on top.

       

      I recognize the importance of the accurate arrangement of your bundles in QBO. In the meantime, I recommend sharing your valuable insight with our software engineers. This way, they can review your recommendation and potentially incorporate it in our future product updates.

       

      To do that:

       

      1. Go to + New and select Estimate.
      2. Click the Feedback icon.
      3. Enter your suggestion, then Submit Feedback.

       

      Once a customer accepts your estimate, it's essential to convert it into an invoice to maintain accurate financial records.

       

      You can always chime in to this thread if you need further assistance with estimates. The Community space is always open for any concerns you might have. Stay safe and have a good one.

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