Skip to main content
R
RobertK
January 25, 2020
Question

Custom Sub-Total, Total Field for an Invoice Template

  • January 25, 2020
  • 1 reply
  • 0 views

Good day,
I am looking at totaling ordered/invoiced columns on an invoice template. Can you create such a data field in QuickBooks Desktop Enterprise (CAD Edition)  or would it require a 3rd party tool?
I had seen some articles on creating Custom Fields but not to do with the sub-total / total of columns on an invoice.
Thank you in advance.

1 reply

L
LauraAB
January 27, 2020

Hi there Robertk,

 

It's good to hear from you again. What you're describing would certainly be useful for keeping track of the information on your invoices to customers. I see you've been doing some research yourself into the options, which is awesome. I'm happy to clarify what they are.

 

In this case, there isn't a built-in addition to your form templates that would total the two columns you're looking at. QuickBooks Desktop's Layout Designer does allow you to add custom fields, however, some of these are static to the template, meaning you won't be able to change them each time as needed. I encourage you to explore the customization options to see what's available to add and work with when you're creating the transaction. Take a look at the Use and customize form templates article for insight into each of the options.

 

You're welcome to explore third-party apps as well if that's better suited to your needs. Visit the Apps for QuickBooks Desktop page to view the options. Keep in mind that this page has apps for both the Canadian and US versions of the software, so I recommend checking with the app developers to make sure that it'll pair with your version of the program.

 

See you next time! Have a great week. :)

 

[Edited]

R
RobertKAuthor
January 27, 2020

Thank you for the thorough response Laura
Is there any way to add a formula (sum, count or otherwise) to a Data field in Layout Designer?

Ideally I would like to see sum(Ordered) and sum(Invoiced) at the bottom of the respective column if that is possible. I probably should have been more clear in my original question
Thank you again and I hope you have a great week as well!

L
LauraAB
January 27, 2020

That's okay! I appreciate the clarification. Being able to add that sort of coding is a fantastic idea, and another one that I'm going to suggest you leave feedback about. The options I mention on the Layout Designer are plain text fields and not something that can be coded.

 

In fact, I need to correct myself as well as the Text Box I was mentioning is actually static and doesn't generate another field to enter information on the form. Rather, you'd be entering the desired information on the form template and then that's that. In this case, where you'd have different totals each time, I know that won't work.

 

It may take some playing around to see what fields you can add to the form that you can fill out with the information you'd like. Don't be afraid to explore the options using the template customization article I sent you as a guide.

 

I'm going to go back to my original response and edit it to reflect what I've just mentioned in case others don't quite scroll down this far in our thread. If you see the changes, that's what's happened.

 

Let me know if you need anything else.

Terms & ConditionsAccessibility statement