Intuit introduced Bundles to QuickBooks Online. You can group items together to sell as a package.
Bundles are available only in QuickBooks Online Essentials and QuickBooks Online Plus. You won’t find it in QuickBooks Online Simple Start.
What is "Bundle"?
The easiest way to understand bundle items is to consider a concrete use case. Imagine a gift basket:
- 2 chocolate bunnies
- 1 Bag of jelly beans
- 1 box of marshmallow chicks
- 1 Pez dispenser
- 2 packages assorted Pez candy
- 1 plush bunny
- 1 medium basket
- 1 package plastic grass
If I run a gift shop and my cashiers have to add each individual item and quantity into an invoice or sales receipt, there are going to be a lot of mistakes and incorrect prices.
Also, I might also want to include a discount just to get some of those nasty marshmallow chicks off my shelves!
Bundle items to the rescue! I can simply define a bundle item “Gift Basket” and define the items and quantities that belong to the bundle.
In Invoice, It will look like this.
How can it be imported using a File?
Is there any changes in your templates? The answer is NO. You can import Bundles as same as normal Products or Services. So SIMPLE!
You need to map following Details to import Bundles.
SaasAnt Mapping Fields
Line Item Quantity
Bundle Tax Code
Line Item Tax Code
Line Item Taxable
If you are new to Field Mappings concept, please check this link to know more.
Excel Transactions will pull the list of products in a bundle and create the sale transactions.
1. Is there any way to change the Bundle Item Price?
It is not possible. QuickBooks does not allow to set amount for any Bundle Items. The amount will be derived from its products automatically.
As you can see, we have not listed “Line Item Amount” or any amount fields in the field mapping.
2. I want to change the quantity and price of Some products in the Bundle. Is it possible?
Currently it is not supported in our tool. It creates complexity in configuring the details in the file.
3. How do I mark tax for Bundles?
If you are using U.S QuickBooks Version, you can use “Line Item Taxable” field to mark the Bundles to Tax.
If you are using CA / AU / UK / IN QuickBooks Versions, you need to use “Line Item Tax Code” to specify the tax code.
We always get into trouble when we realize that we need some more customization in import.
Sometimes, you want to give different tax code for each products grouped under a bundle or you want to control the taxing of each product in a bundle.
As you can see in this above table, our application does not provide an option to enter individual products for bundle.
You can define the sale tax code for each product in QuickBooks Online. You can edit your existing product or service and assign tax code.
Then you can ignore “Bundle Tax Code” or “Bundle Taxable” mappings. Excel Transactions will fetch details from QuickBooks to decide the tax code. So you don’t need to feed the tax code in a file.