Intuit has recently made a new type of product or service available to QuickBooks Online users called Bundles. For QuickBooks Desktop users this is a similar concept to the Group Items in the QuickBooks Desktop versions. From the QuickBooks Online built in help Bundles are described as:
A bundle is simply a way of grouping products and services that you often sell together. Bundles save time when you create sales transactions. Instead of entering each product or service as a separate line item, you just enter the bundle itself, and QuickBooks automatically adds the bundled items to the transaction for you.
Bundles are only available in QuickBooks Online Plus and QuickBooks Online Essentials. Bundles are only available on the following sales transactions in QuickBooks Online:
- Credit Memos
- Delayed Charges **
- Delayed Credits **
- Refund Receipts
- Sales Receipts
** As of the date of this blog post developers do not have access to create Delayed Charges or Credits.
If you would like to see some more detailed information on how Bundles work in QuickBooks Online check out the products in line help function or you can review more info on the following websites below.
If you have bundles in your import file all you need to provide is the following:
- Bundle Name
- If using Sales Tax include the Sales Tax Rate (eg Massachusetts) and Sales Tax Code (Tax or Non). If you provide values for these fields in your import file they will be used on all products or services in that Bundle.
We have made this functionality available in our latest App only which you can find here. If you are not already a subscriber we offer a free 30 day no obligation trial so you can test it out.
If you are using Bundles in QuickBooks Online please let us know in the comments below how you are using them.