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 individual 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 💡

Have you been using QuickBooks for a while, but when you pull a report you just don’t understand what it’s saying?

Does the idea of going to see your tax professional sound a little stressful and maybe cause you to feel like you want to pull your hair out?

I would love for you to join me on my customizing QuickBooks workshop.

I’ll be sharing:

  • The most efficient way to track your Income and Expenses.
  • How to create accurate reports in order to view how your business is actually doing and stop second-guessing yourself.
  • Where to get the data you need to make the best decisions to grow your business.

And the #1 SECRET to feeling confident at your next tax appointment.

I’m excited to see you on the workshop!

Click here to save your seat  → Join My Free Workshop!

 

🙋🏻‍♀️ I’d love to connect with you on Instagram or Facebook

Subscribe for more QuickBooks tips on YouTube

 #CandusKampfer