Item bundles using groups

An Item bundle is a container for a collection of items with a quantity that applies separately to each item. Group items that are often sold together into bundles so they can be added all at once to a transaction. For example, you sell a Deluxe Fountain that includes 2 pumps, 1 fountain, lighting, and installation. Here, the bundle is the Deluxe Fountain; the bundle items are pumps, fountain, lighting, and installation. Now, instead of adding each individual item that comprises a Deluxe Fountain into an invoice or sales receipt, you can simply add the Deluxe Fountain Item bundle. This eliminates the chance of errors when each item is entered and also provides a convenient framework for including a package discount.

What you need to know:

Managing item bundles

The table below outlines support for various Item bundle operations.

  Create Update Deactivate Read and Query
QuickBooks Online UI
QuickBooks Online API not supported not supported not supported

Creating an item bundle

qbo/docs/develop/tutorials/CreateBundle.gif

Create Item bundles from the QuickBooks Online UI, only. Creating them via the QuickBooks Online API is not supported. Click on the animation to the left to see how to create the Deluxe Fountain bundle with the following items:

Resulting object:

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{
   "Name": "Deluxe Fountain",
   "Sku": "234",
   "Active": true,
   "FullyQualifiedName": "Deluxe Fountain",
   "Taxable": false,
   "UnitPrice": 0,
   "Type": "Group",
   "PurchaseCost": 0,
   "TrackQtyOnHand": false,
   "PrintGroupedItems": true,
   "ItemGroupDetail": {
      "ItemGroupLine": [{
          "ItemRef": {
            "value": "5",
            "name": "Rock Fountain",
            "type": "Inventory"
          },
          "Qty": 1
      }, {
          "ItemRef": {
            "value": "11",
            "name": "Pump",
            "type": "Inventory"
          },
          "Qty": 2
      }, {
          "ItemRef": {
            "value": "8",
            "name": "Lighting",
            "type": "Service"
          },
          "Qty": 1
      }, {
          "ItemRef": {
            "value": "7",
            "name": "Installation",
            "type": "Service"
          },
          "Qty": 1
      }]
   }
}

Using item bundles

Once created, Item bundles are available for use in sales transactions.

qbo/docs/develop/tutorials/ItemBundle.jpg

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{
   "Invoice": {
      "Deposit": 0,
      "AllowIPNPayment": false,
      "AllowOnlinePayment": false,
      "AllowOnlineCreditCardPayment": false,
      "AllowOnlineACHPayment": false,
      "domain": "QBO",
      "sparse": false,
      "Id": "162",
      "SyncToken": "0",
      "MetaData": {
         "CreateTime": "2016-09-27T10:40:53-07:00",
         "LastUpdatedTime": "2016-09-27T10:40:53-07:00"
      },
      "CustomField": [{
         "DefinitionId": "1",
         "Name": "Crew #",
         "Type": "StringType"
      }, {
         "DefinitionId": "2",
         "Name": "Shift #",
         "Type": "StringType"
      }],
      "DocNumber": "1047",
      "TxnDate": "2016-09-27",
      "CurrencyRef": {
         "value": "USD",
         "name": "United States Dollar"
      },
      "ExchangeRate": 1,
      "LinkedTxn": [],
      "Line": [{
         "Id": "1",
         "LineNum": 1,
         "Amount": 0,
         "DetailType": "GroupLineDetail",
         "GroupLineDetail": {
            "GroupItemRef": {
               "value": "22",
               "name": "Deluxe Fountain"
            },
            "Quantity": 1,
            "Line": [{
               "Id": "2",
               "LineNum": 2,
               "Description": "Rock Fountain",
               "Amount": 275.0,
               "DetailType": "SalesItemLineDetail",
               "SalesItemLineDetail": {
                  "ItemRef": {
                     "value": "5",
                     "name": "Rock Fountain"
                  },
                  "UnitPrice": 275,
                  "Qty": 1,
                  "TaxCodeRef": {
                     "value": "TAX"
                  }
               }
            }, {
                  "Id": "3",
                  "LineNum": 3,
                  "Description": "Fountain Pump",
                  "Amount": 30.0,
                  "DetailType": "SalesItemLineDetail",
                  "SalesItemLineDetail": {
                     "ItemRef": {
                        "value": "11",
                        "name": "Pump"
                     },
                     "UnitPrice": 15,
                     "Qty": 2,
                     "TaxCodeRef": {
                        "value": "TAX"
                     }
                  }
            }, {
               "Id": "4",
               "LineNum": 4,
               "Description": "Garden Lighting",
               "Amount": 0,
               "DetailType": "SalesItemLineDetail",
               "SalesItemLineDetail": {
                  "ItemRef": {
                     "value": "8",
                     "name": "Lighting"
                  },
                  "UnitPrice": 0,
                  "Qty": 1,
                  "TaxCodeRef": {
                     "value": "TAX"
                  }
               }
            }, {
               "Id": "5",
               "LineNum": 5,
               "Description": "Installation of landscape design",
               "Amount": 50.0,
               "DetailType": "SalesItemLineDetail",
               "SalesItemLineDetail": {
                  "ItemRef": {
                     "value": "7",
                     "name": "Installation"
                  },
                  "UnitPrice": 50,
                  "Qty": 1,
                  "TaxCodeRef": {
                     "value": "NON"
                  }
               }
            }]
         }
      }, {
         "Amount": 355.0,
         "DetailType": "SubTotalLineDetail",
         "SubTotalLineDetail": {}
      }],
      "TxnTaxDetail": {
         "TotalTax": 0
      },
      "CustomerRef": {
         "value": "4",
         "name": "Diego Rodriguez"
      },
      "CustomerMemo": {
         "value": "Thank you for your business and have a great day!"
      },
      "BillAddr": {
         "Id": "5",
         "Line1": "321 Channing",
         "City": "Palo Alto",
         "CountrySubDivisionCode": "CA",
         "PostalCode": "94303",
         "Lat": "37.443231",
         "Long": "-122.1561846"
      },
      "ShipAddr": {
         "Id": "5",
         "Line1": "321 Channing",
         "City": "Palo Alto",
         "CountrySubDivisionCode": "CA",
         "PostalCode": "94303",
         "Lat": "37.443231",
         "Long": "-122.1561846"
      },
      "SalesTermRef": {
         "value": "3"
      },
      "DueDate": "2016-10-27",
      "TotalAmt": 355.0,
      "HomeTotalAmt": 355.0,
      "ApplyTaxAfterDiscount": false,
      "PrintStatus": "NeedToPrint",
      "EmailStatus": "NotSet",
      "BillEmail": {
         "Address": "Diego@Rodriguez.com"
      },
      "Balance": 355.0,
      "HomeBalance": 355.0
   },
   "time": "2016-09-27T13:19:18.581-07:00"
}

Considerations for existing apps

QuickBooks companies have recently been enabled for Item bundles and as a result, they could start appearing in your user’s sales transactions. Currently, your app handles transactions containing a list of lines with a DetailType of SalesItemLine being the most common type, referencing an Item object and quantity. With bundles, there is an additional DetailTypeof GroupLineDetailthat includes the bundle name and a nested array of lines representing the members of the bundle.

Now, consider some of the things that can happen in your app when it sees this new line type:

Best practices when reading transactions

Best practices when creating transactions