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A
AlpineApp
October 9, 2023
Question

How do i add a subtotal line within the body of an invoice in the new quickbooks online invoice format.

  • October 9, 2023
  • 5 replies
  • 0 views

How do i add a subtotal line within the body of an invoice in the new quickbooks online invoice format.  The old format had a simple button that would add a subtotal line into the lineitem field of an invoice.  that funtion appears to be gone now?

    5 replies

    D
    dduke9800
    October 9, 2023

    I was just looking for the same answer... following.

      D
      dduke9800
      October 9, 2023

      I found this in a forum:

       

      Features currently unavailable in the new experience

      The following classic invoice features are currently unavailable in the new experience:

      • Ship via, Shipping date, and Tracking no. fields
      • Adding a new invoice Term
      • Send Later option
      • Print Later option
      • Reference links displaying matched online transactions
      • Subtotals
      • Account summary
      • Price Rules

      https://quickbooks.intuit.com/learn-support/en-us/help-article/job-estimates/see-whats-new-estimates-invoices-quickbooks-online/L9jVVT2GY_US_en_US?uid=lnj3td9k

        MJoy_D
        MJoy_D
        October 9, 2023

        I can share some information about adding subtotal lines in invoices, @AlpineApp. 

         

        Currently, the new invoice layout on QuickBooks Online (QBO) doesn't have the Subtotals option, which would be a valuable addition to our features, so I'll take note of this. 

         

        Although some features may not be currently available with the new invoice layout, we are actively working on making them accessible and possible. Our priority is to ensure that you have the best experience possible with the current version of QuickBooks that you're using.

         

        I also encourage you to leave feedback from within the product. 

         

        Here are the steps:

         

        1. Go to the Gear icon and select Feedback.
        2. Provide your product suggestion.
        3. Click on Next to submit feedback.

         

        You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?

         

        If you require the Subtotals option, you may want to switch back to the old layout for the time being. Please take note that if you initially had the old layout and then upgraded to the new layout, you'll no longer have the option to switch back to the old layout.

         

        Refer to this article to see what’s new with estimates and invoices in QuickBooks Online. It'll tell you more about the features that we currently have and are not yet available. 

         

        Once you receive customer payments, here's how you record invoice payments in QuickBooks Online.

         

        Let me know if you need further information about subtotal lines in your invoices on QBO. I'm always glad to help in any way I can. Have a great rest of the day! 

        K
        kylie8
        November 8, 2023

        The issue is not "solved" when you tell the client that their concern is just flat-out being removed and then give them a bunch of nonsense they didn't ask for.

          U
          useraaron
          October 10, 2023

          Please vote on this feature here:

          https://feedback.qbo.intuit.com/forums/930640-quickbooks-apptransactions/suggestions/47331614-restore-ability-to-do-subtotals-to-the-new-and-im

            S
            stevegarrett
            October 24, 2024

            So how many months/years will it take??

              L
              lgosolutions1
              May 24, 2024

              I am following this thread because I use the subtotal and have not figured out a work around.

              J
              JoanaC
              May 24, 2024

              Let me assist you further with subtotal, @lgosolutions1.

               

              I understand having this feature will be great and easier to use the new invoice template, and great news subtotals in invoices are now available. Follow these steps to add the feature:  

               

              1. On the left side panel, click +New.
              2. Select Invoice.
              3. Provide details such as products and services.
              4. Hit the Add products and services dropdown.
              5. Click Add Subtotal.

               

              Moreover, let me share this article to help you customize your estimates and sales receipts in the future: Customize invoices, estimates, and sales receipts in QuickBooks Online.

               

              Let me know if you still have questions about managing your invoices. I'll be here to assist you. Have a great day, and take care.

              C
              ChipAway
              June 28, 2024

              @JoanaC  This works. You can drag Subtotal line to location on invoice as needed. Thank you!

              Chip

                A
                avanstockum
                July 7, 2024

                Different categories of merchandise are taxed at different rates. The only way to do this on a customer sales receipt is with a subtotal line added after all items taxed at one rate. I can't even enter a sales receipt properly or track my sales tax due to my state. QB Pro online sucks!

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