On estimate - Can I set up a main product or service item with subsets of services. The customer sees main item and we can job cost the items that make up main one

Hello, joe274.

You can create a bundle to set up the main item with its subservices. This feature is only available to Plus and Advanced subscriptions, and I'll provide the details below.

By using a bundle, you can group sub-services under one primary service. This allows you to track the sub-services for job costing while your customer only sees the main item. Here's how to do that:

1. On the left panel, select the My apps section.
2. Hover your mouse over the Sales & Get Paid, then Products & services.
3. Select the New button, then choose Bundle.
4. Enter the necessary information and add the subservices under the Product/Service section.
5. Untick the Display bundle components when printing or sending transactions to ensure the customer sees only the main service description, without the details of the sub-services.

Once done, add the bundle item when creating and sending an estimate. The sub-items will be visible to you but will be marked as (hidden) on the template, so your customers won't see them. I'm adding a screenshot below.

Alternatively, if you're using the Simple Start or Essentials plans, you can create a main service item and manually track the related sub-services through individual transactions.

Feel free to explore more tips on personalizing sales forms through this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Do you need help with the job costing and tracking estimates? Speak now with a QuickBooks Live Expert for more personalized assistance.

You can always get back to us for follow-up questions about items or estimates. We're always around to lend you a hand.