Do you know how to use “Groups” in QuickBooks?

This feature can be super helpful to customize your invoices while speeding up your data entry.

This tip was inspired by one of our community members who wanted to customize her invoice for tracking purposes without showing the customer all of the unnecessary details.

If you’re wondering what the heck that means, 🤔 then click on the video below for all the details.

If you’re looking for the Online version of this video click here

To add labor and materials into one line using groups on your invoice in QuickBooks Desktop, you can follow these steps:

  1. Open QuickBooks Desktop and go to the Customer Center.
  2. Locate the customer for whom you want to create an invoice and select “Create Invoice” from the customer’s drop-down menu.
  3. Enter all the necessary information for the invoice, such as the customer’s name, address, and invoice date.
  4. In the “Item” column of the invoice, click on the drop-down arrow and select “Group”.
  5. Enter a new group item name that represents both labor and materials combined (e.g., “Labor and Materials”).
  6. Add each labor item and material item under this group by clicking on the drop-down arrow again in subsequent rows of the group item column.
  7. Enter quantities, rates, and any additional details for each labor or material item.
  8. Once you have added all relevant items, save the invoice.

By using groups in QuickBooks Desktop, you can consolidate both labor and materials into a single line on your invoice while still maintaining individual details for each component within that line.

Share in the comments below if this helped you and if you had any ah-ha’s 💡

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