📌 Note: This item is available in QuickBooks Online only and is Read Only, you will not be able to create or edit bundle items in Method. You will need to do that in QuickBooks Online.
The Bundle item type allows you to quickly add a group of items rather than adding them individually. When adding a Bundle to a transaction in Method, it will show up as a Group.
When you add a Bundle and save the transaction, the individual items of the Bundle will show on the transaction, as well as the transaction printout.
📌 Note: If you would rather not have individual items from the Bundle show on the transaction, you will need to update this in QuickBooks Online. Uncheck "Display bundle components when printing or sending transactions" within the Bundle inside of QuickBooks Online.
Viewing a Bundle Item Type
Bundles in QuickBooks Online will sync to Method, so you can view the Bundle within Method. However, you cannot create or edit a bundle type within Method. This can only be done within QuickBooks itself.
Managing items requires the Items app. If you do not see the Items app, you will need to get access permission for this app from your administrator. The Items app is found in the Accounting Lists Pack.
Click the Items App to open the Items List screen.
Select Bundle within the item list. Remember, its type will be displayed as Group.
When you select the bundle, or Group, you'll be taken to the Bundle Item Screen. The fields are described below.
Field |
|
Item Name/Number | The name of the bundle as found in QuickBooks Online. |
Description | A brief description of the bundle item. |
Print Items in Group | If unchecked, items within the group will not be printed on PDF templates. Can only be edited in QuickBooks Online. |
Because you’re referring to a group of items rather than an individual item, there is a List at the bottom of the screen that details which items are included in the group.
🎗️ Remember: You cannot create or edit bundle items in Method. You will need to do that in QuickBooks Online.
Bundle Item FAQ
Question: Why is the Rate and Amount field set to zero? Why can't it show the amount for the entire grouped item?
Answer: QuickBooks does not allow it to display anything other than zero. Even if altered through customization, QuickBooks will revert it back to zero after the transaction syncs. Printable transaction PDFs will show the proper Rate and Amount, but not on the New / Edit screens nor in the Customer Portal.
Question: Why do the child items appear on my transaction PDFs? Can they be hidden?
Answer: Yes, however, this can only be updated in QuickBooks Online itself. Edit the bundle in Product and Services, and uncheck "Display bundle components when printing or sending transactions".
Question: Why do the child items appear in the Customer Portal? Can they be hidden?
Answer: There is no out-of-the-box option to hide child items in the Customer Portal. Hiding child items will require customization.
Question: I have selected a grouped item but don't see the child items in the transaction. Why?
Answer: You need to click Save. Once you click Save, the child items will then appear.
Question: Once I've added a group to a transaction, can I add an item to the group, or adjust the Qty of a child item in the group?
Answer: This cannot be done. You can only increase/decrease the Qty for the Group Item as a whole