JaeAnnC
QuickBooks Team
QuickBooks Team
‎August 24, 2023 10:01 AM

Other questions

We're delighted to welcome you back to this conversation, @hautecreations. I'm pleased to offer insights into the process of grouping items within QuickBooks Online (QBO).

 

Yes, it is. In QBO, we can create Bundles to group items and sell them as a single package. This approach not only streamlines the input of transactions, but also offers a convenient way to present specific combinations of products and services to your customers. It's important to note that the availability of this functionality varies according to your subscription level. Currently, this feature is accessible in QBO Plus and Advanced. 

 

Here's how to create a bundle: 

 

  1. Go to the Gear icon and select Product and Services.
  2. Choose New and click Bundle.
  3. Provide a name and select the products or services you wish to group.
  4. Click Save, then Done.
    image (25).png

     

For a more in-depth understanding, I recommend visiting this link: QuickBooks Online: inventory bundles.

 

Furthermore, QBO is unable to support units of measurement for products or services. It means you won't be able to assign yards as lengths to your fabric or other inventory items. However, this is feasible in QuickBooks Desktop (QBDT), which offers two units of measure modes: Single U/M Per Item and Multiple U/M Per Item. Here's how:

 

  1. Go to the Edit menu and select Preferences.
  2. Click Items and Inventory and go to the Company Preferences tab.
  3. Under Units of Measure, choose between Single U/M or Multiple U/M.
    image (26).png

     

Please see this article for more information: Use single and multiple units of measure for items

 

For precise configuration and monitoring of your inventory, I suggest seeking guidance from your accountant.

 

Additionally, you have the option to apply discounts to invoices or sales receipts. This practice ensures precise financial records, attracts customers, and aids in effective financial management for your business.

 

Please don't hesitate to reach out if you have any questions, concerns, or feedback about bundles. Your satisfaction is our utmost priority, and we're here to support you at every step. Have a wonderful day!

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