Create a Bundle in QuickBooks Online

How to Create a Bundle in QuickBooks Online: Video

            This video lesson, titled “How to Create a Bundle in QuickBooks Online,” shows you how to create a bundle in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.”

Overview:

Create the Bundle:

            A bundle item in QuickBooks Online contains other, existing product and service items you sell together as a set. Therefore, before you create the bundle item, you must first create its component items in the “Products & services” list. After doing that, to then create a new bundle item, click the “Settings” button in the QuickBooks Online toolbar. Then click the “Products and services” link under the “Lists” heading to open the “Products & services” page. Then click the “New” button in the upper-right corner of the page and select the “Bundle” choice from the drop-down menu to open a product/service information pane.

Enter the Basic Info:

            First, type the name of the item into the “Name” field in the “Basic info” section of the pane. If needed, then select “Bundle” from the “Item type” drop-down. Optionally, if you use SKU numbers, enter the item’s SKU into the “SKU” field.

            Optionally, to upload a picture of the item, click the “Add an image” button to open a system dialog box, which you use to navigate to the picture of the item and click it to select it. Then click the “Open” button in the dialog box to upload it. To delete the picture of the item, if needed, hover over the picture in the pane and then click the “Delete” button that appears.

Enter the Sales Info:

            In the “Sales” section, type the description of the bundled product to show in sales forms into the “Sales description” field. Next, in the “Item included in the bundle” section, to enable the display of the individual components within the bundled item in transaction forms, check the “Display bundle items when printing or sending transactions” checkbox. If unchecked, only the “Sales description” field value appears.

Select the Items Included in the Bundle:

            Next, list the items to include within the bundle by selecting them from the drop-down that appears when you click into a row under the “Item name” column. For each selected product or service, enter the quantity included in this bundle by typing that number into the adjacent “Qty.” column for each row.

            To delete a row, click the “Delete” icon, which looks like a trash can, at the right end of the row to delete. To add a new line, simply click into the bottom row in this list. Alternatively, to add two lines at a time, click the “Add lines” link below the list. You can click and drag the row by the handle at its left side either up or down to rearrange the order of the listed items in the bundle.

Save the Bundle:

            To save the item and close the pane, click the “Save and close” button in the lower-right corner of the pane. To instead save the item and open another new pane to continue entering items, click the “Save and new” button, instead. Alternatively, to cancel creating the item, click the “Cancel” button and then click “Yes” in the confirmation prompt.