I need to track more detail in QuickBooks than I want to show on the Continuation Sheet
This is pretty easy to accomplish. In your QuickBooks® Item List, create a "Group Item" and choose NOT to print the items within the group - this way, you see all the detail, but your customer will only see the general description showing the total of all the individual items that make up the group.
See the following articles, from our blog:
This is also covered in the CAPS QuickBooks Setup video at timestamp 8:14
Duration - 32 minutes
Highlights -
0:00 Intro
1:14 How CAPS uses your QuickBooks data
2:22 QuickBooks Preferences CAPS relies on
4:32 Your QuickBooks Items List
8:14 QuickBooks Group Items - Create Estimates faster
10:51 Creating Items for Change Orders or Extra Work Orders
12:01 Customer & Job setup
13:18 Additional info to add to QuickBooks Job Records for CAPS
17:50 Creating Estimates
20:58 Creating Progress Invoices
24:45 Handling Retainage in QuickBooks
25:19 Handling Change Orders in QuickBooks
27:56 Things that will TOTALLY mess up your billings!
" />Important Notes relating to Group Items:
- QuickBooks Group Items can contain 50 individual items.
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