Use bundles in transactions

After you create a bundle, use it to save time entering sales transactions.

  1. Begin creating a sales transaction, such as an invoice or sales receipt.
  2. On the first available line, click the Product/Service field.
  3. Start typing the name of the bundle and select it from the list, or click the drop-down arrow and select the bundle.

    4. QuickBooks automatically adds the bundled products and services to the form.

    To change the quantity, rate/price, or amount of an item within a bundle, just edit those fields on the sales form. Note that you can't change the total sales price of a bundle because QuickBooks calculates the total based on the price and quantity of each item included in the bundle.

  4. Finish filling out the form, and then save, print, or send it as needed.

See also

Create a bundle

Edit a product, service, or bundle

Make a product, service, or bundle inactive