Using Items and Bundles on Plans

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  • Updated on Nov 25, 2025
  • Published on May 27, 2020
  • 3 minute(s) read
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Once Integrated, begin using Intuit QuickBook products to Count, Measure Lengths and/or Areas on Plans.

Related Articles: Take-off Templates when integrated with QuickBooks | Sending Quotes to Intuit QuickBooks Online

Measurement Choices

Groundplan Part: Use this option if the item doesn't exist in the Intuit QuickBooks Account (becomes a sales item)
QuickBooks Item: Choose individual items from Intuit QuickBooks
QuickBooks Bundle: Select pre-created groups of supplies, known as Bundles

  1. Within a Stage, click +Count, +Length or +Area
    The Stage name appears in the description field within the Quote
  2. Select a Measurement Part Type

quickbooks-measurement-choices.png

  1. Complete the remaining fields
Groundplan Part QuickBooks Item QuickBooks Bundle
Group N/A Optional to select Optional to select
Choose Item Search N/A Part No. or Name N/A
Item or Bundle Search N/A Type 3 letters to begin Type 3 letters to begin
Search Results N/A Click to Select result Click to Select result
Part No Optional N/A N/A
Description Required N/A N/A
Unit of Measure Required N/A N/A
Unit Cost Optional N/A N/A
Markup % Optional N/A N/A
Unit Price Optional N/A N/A
Style Options Optional Optional Optional
  1. Click Create
    If additional Parts and Labour are required, click Create & Add More Parts


More information on Measurement Types can be found in the following articles:

Adding Parts and Labour to a Measurement

When a Count, Length or Area is created on a Plan, additional Parts and Labour can be quantified at the same time. Parts can be added to a Measurement at any time. Bundles, QuickBook Items, Groundplan Parts and Labour quantified under multiple Measurements in the same Stage, will be sent to Intuit Quickbooks as a single line item.

Supporting References

Support References relate directly to elements on the Plan and can be used in conjunction with an Excel-type Formula to calculate Parts and Labour for Groundplan Parts, QuickBook Items and Bundles. Each Formula must contain a Supported Reference/s to be accepted.

Formula follows the PMDAS Rule: Parentheses (brackets) first followed by multiplication, division, addition, then subtraction. Calculations are prioritised within the brackets.

The below image displays how the main Supported References correspond to a Plan:

formula-length-supported-reference-1.png

More detailed information about Formulas with examples are provided in our article Using Formulas in Groundplan here.

Adding Parts on Measurement Creation

Multiple Parts added to Measurement will not push through to QuickBooks as a bundle. They will go through to the Quote as separate line items.

  1. Create Measurement and click Create & Add More Parts

quickbooks-add-part-1.png

  1. Click +Part, select Measurement Part Type and complete
  2. (If required) Rename the Measurement
    Renaming the Measurement remains in Groundplan only
  3. (If renamed) Click Save

quickbooks-add-part-2.png

Explanation: The Measurement is counting a downlight on the Plan and also quantifying a surface socket and 8m of cable.

quickbooks-add-part-3.png

Adding Labour on Measurement Creation

Labour added within Groundplan will be sent to Intuit QuickBooks as Sales line item.

  1. Create Measurement and click Create & Add More Parts

quickbooks-add-labour.png

  1. Click +Labour
  2. Complete Description
    (Optional fields - Unit of Time, Unit Cost, Markup %, Unit Price, Formula and Labour conversions.)
    If the Description turns blue with a link sign, the Labour is Grouping with others in the same Stage
  3. Click Save

quickbooks-adding-labour-2.png

Grouped Labour from different Measurements under the same Stage appear as one Sales line item in the QuickBooks quote.

quickbooks-adding-labour-3.png

quickbooks-quote-labour.png

Additional Items and Labour

On the Worksheet tab, Additional Items and Labour can be added to individual Stages. These are items not usually populated on the Plan and not accounted for in Bundles or Measurements but required in the Quote inside QuickBooks. Examples include but are not limited to sundries, travel or equipment hire and extra contractor hire.

Additional Items
Choose from Groundplan Part, QuickBooks Item or QuickBooks Bundle.

quickbooks-items-additional-items.png


Frequently Asked Questions

Can I create QuickBook Bundles within Groundplan?

No. Having multiple QuickBook Items as Parts will not create a Bundle in QuickBooks. They will push to QuickBooks as single Items.

Bundles must be built in QuickBooks.


I have used the same QuickBooks Item under multiple Groundplan Measurements, why can I only see it once in my QuickBooks Quote?

They have Grouped together. The same QuickBooks Item and/or Bundle appearing under multiple Measurements in the same Stage will Group together when pushed to a Quote.

For example: Using a commercial downlight kit (including cable and labour allowance) under two Measurements in the same Stage will Group together:
quickbooks-items-faq.png

quickbooks-items-faq-2.png


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