Using Bundles in QuickBooks Online

This post is part of a 5 part series titled SaaS Guide to Invoicing in QuickBooks Online.

QuickBooks Online lets you create groups of products and services called bundles. Bundles are made up of one or more products and services.

Bundling products is a great way to define a commonly billed set of products and services. It’s also a great tool for developing a repeatable billing process.

To create a bundle go to Gear > Products and services > New > Bundle.

Using bundles for frequently billed products

Let’s say you typically bill for the following products/services for most of your clients:

  • SaaS subscription
  • Maintenance Fee
  • Implementation Fee
  • Custom Report Hours

Creating a bundle that consists of the 4 items above you save you time when creating each invoice. You would only need to add the bundle item to the invoice and each of the 4 items would be automatically added to the invoice.

Using bundles to hide pricing details

Let’s take the 4 items above and say the total cost you will end up billing your client is $50,000. With bundling you can choose whether the details of the bundle show up on the invoice. You can choose whether only the bundle item shows up on the invoice with the total cost, or each of the 4 products also show up.

When creating a bundle either check or un-check Display bundle components when printing or sending transactions