Create a bundle

What is a bundle?

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.

ClosedSee an example

You sell a gift basket that contains a bag of candy, seasonal fruit, and a bottle of wine. You usually add the candy, fruit, wine, and the basket as separate line items on sales forms. Instead, save time by creating a bundle called "Gift Basket" that includes all 4 items. When you're ready to record a sale, just add the bundle to the sales form, and QuickBooks adds the 4 bundled items to the form automatically.

To create a bundle:

  1. Click the Gear icon > Products and Services.

  2. Click New.
  3. Click Bundle.
  4. Enter a name for the bundle.
  5. (Optional) To track the bundle by SKU, enter it. What is a SKU?
  6. (Optional) Add an image to the bundle. 
    1. Click the edit icon.
    2. Find the image.
    3. Click Open.
  7. (Optional) Enter the description that customers see on sales forms.
  8. If you want to show your customers the individual items that the bundle contains, select Display bundle components when printing or sending transactions. Otherwise, your customers see the name of the bundle but not the items in it.
  9. Enter the products and services you want to include in the bundle. Change the quantity for each product or service as needed.

    10. A bundle can contain up to 50 products and services. However, a bundle can't contain another bundle.

  10. Click Save and new to create another bundle, or click Save and close if you're done.

See also

Use bundles in transactions

Edit a product, service, or bundle

Make a product, service, or bundle inactive