Set sales price for bundle products

Hello userjenny2,

Thanks for joining us in the QuickBooks Community! It looks like you're interested in learning how Bundle products work in QuickBooks Online, and you've come to the right place. The Community forum has a number of useful help articles, including some for QuickBooks Online's products and services feature, and I'd be happy to go over this with you.

QuickBooks Online gives you the option to not only set up individual items in your products and services, but also the option to group them together in a bundle. When you do this, the program bases the bundle price on the price of the items in it. For instance, if I create a bundle with a product that's $10 and a service that's $45, the bundle will have the price point of $55. This article walks you through working with these options: Add product and service items to QuickBooks Online

I know that many business owners like to bundle things together to give a discounted rate for their customers. There are a couple of ways you could consider approaching this is that's what you're looking to do as well. The first way would be to create a service item for the discount. I recommend speaking with an accountant for the finer details of this process, such as which accounts to pick for setting it up, but you'd essentially create a service, call it something like "Discount," and then enter a negative amount for the price for however much you'd like the discount to be. This should be in dollars. Once you've done that, add it to the bundle.

Going back to my example, of the $55 bundle, if I wanted to offer a 10% discount for this, I'd put my discount item as -5.50 in the Sales price/rate field, then add the item to my bundle with a QTY of 1. Afterward, when I add the bundle to an invoice, it'll look like this.

This option keeps it simple so you don't have to remember to input the discount each time, but if you'd like to do that instead, you can consider the Discount field that can be added to forms. Here's how.

1. Go to the Gear icon.
2. Choose Account and settings.
3. Click the Sales tab.
4. Select the Sales form content section.
5. Toggle the Discount option.
6. Click Save.

This adds a discount field to the subtotal of your sales forms, where you can enter a discount either by percentage or dollar amount. Keep in mind that this applies to the entire total of the sale, not just a specific item. So if you'd looking for something to apply to the specific bundle, the first option I mentioned may be better.

Feel free to chat with an accountant to see which option would be best for you. If you'd like for an accountant to work with your right in QuickBooks Online, the My Accountant tab should get the job done. You can use the email invite field to bring your accountant on as a user, or you can take advantage of the Find a pro to help button to find a QuickBooks-certified professional near you.

There's also opportunity for feedback here since I know these processes aren't quite as straightforward as you might be expecting. If you'd like to share you thoughts and ideas with our product development team, follow these steps: How do I submit feedback? To keep an eye on new features, bookmark this page: QuickBooks Online Feature & Product Updates

I hope this has been helpful! I know I've given you a lot of information, so don't hesitate to reply if you have questions.

Take care!