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New Invoices and Estimates removed Subtotals and Don't Allow Editing of Bill To and Ship To Addresses?

Forum|Forum|2 years ago
October 8, 2023
5 replies
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So, the "new and improved" invoices rolled out.

What was the thinking behind removing subtotals and not allowing editing of Bill To and Ship To addresses at the estimate/invoice level?

There are more issues as well, but these are the biggest... you made your product worse?

Sometimes I wonder if the person making decisions actually has run a business at all.

QuickBooks Online

Best answer by IrishNinoJ

I recognize the challenges you experience with the new layout, StageCreations. I'm here to guide you on how to add subtotal to your estimates and invoices.

With the new version, you can easily add subtotals of estimates and invoices.

Here's how:

On the upper left panel, select the + New button.
Under Customers choose Invoice or Estimates.
Scroll down and look for Add product or service field.
Click the Dropdown menu, then Add subtotal.

As your future reference, I've added this article in case you want to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to come back to this thread if you need further assistance adding subtotals in your invoices and estimates. We're here to assist you 24/7.

S

SheandL

Welcome to the Community, @bvstone.

I recognize the importance of having features like subtotals and being able to edit out our Bill To and Shipping Address in your invoice. But our Product Engineers have removed the Subtotal feature for good.

Seeing that this is a significant feature for you, you can send feedback to our Product Engineers so they know what to add to the next update. Here's how:

Click on the Gear icon.
In the Profile section, select Feedback.
Write your comments and product suggestions.
Click Next to submit.

With the new update, I can understand how confusing it is to edit your Bill To and Shipping Address on your invoices. It is still possible to edit both. Let me guide you on how:

Add a shipping address to your customer's profile

Log in to your QuickBooks Online account.
Go to Sales, then Customers.
Choose the customer you want to edit.
Select Edit.
Under the Shipping address field ,uncheck the Same as billing address checkbox.
Enter the shipping address.
Press Save.

Add the shipping address to invoices

Select + New, then Invoices.
Select Add Customer and choose a customer from the dropdown.
Create the invoice as you normally would.
Click Manage, then select Customization.
Under Customization, turn on the Ship to switch, and a preview of the ship address will display on the invoice.
Press Save.

If you want to know how to get paid for what you sell, send a customer an invoice, and add a product or service you're selling in an invoice: Create invoices in QuickBooks Online.

If you need further assistance in regard to invoices, don't hesitate to leave a comment below. The Community is always open to help you.

B

bvstoneAuthor

Those, again, are non answers.

Subtotals are important. Period. Poll your customers.

As for editing bill to and ship to, that should be able to be done on the invoice itself. I'm not going to go edit a customer each time I do an invoice. Again, poll your customers to see how important it is.

I have offered many suggestions from the software. Trust me. Because it's going from bad to worse... Not worth1/2 of what we're paying and all these changes are just making things impossible to run a business.

BigRedConsulting

@bvstone RE: Because it's going from bad to worse... Not worth1/2 of what we're paying and all these changes are just making things impossible to run a business.

Oh, come on now, why would you need subtotals? Or really, any amounts on an invoice? Honestly, why should you be able to edit an invoice at all? Items? You probably don't need them. Editable descriptions? No one needs that. You want to print invoices where the addresses actually fit? Seems like a luxury.

If only Intuit would take away all of these features from Desktop too, then I wouldn't be burdened with having to actually bill my customers in a way they understand. That sure would help!

U

useraaron

Subtotals are not an optional feature of invoicing. PLEASE PLEASE PLEASE put them back. Our customers REQUIRE subtotals, as do hundreds of thousands of other companies.

Removing the ability to do subtotals is TOTAL NONSENSE. Like seriously, whomever approved that choice should have been fired yesterday. This is ACCOUTNING software, is it not? Subtotals is an absolutely mission critical feature!

JoesemM

Hello there, @useraaron. I appreciate your participation in the thread. I'm here to share insights about adding the subtotal option for your transactions and guide you on how to send this feature request to our development team.

I understand that you would like to have the subtotal feature available in QuickBooks Online. I can see how convenient this will be for you and your business. I will make sure to pass on your feedback to our development team for their review. They will consider this option and assist you with your business demands accordingly.

You can also send feedback by using your QBO account. Here's how:

Hit the Gear icon at the top, then select Feedback.
Type in your product suggestions.
Click Next to submit feedback.

You may also visit our Feedback forum page. From there, you can see a list of other QuickBooks users who already suggested this feature, as well as the recent updates in QuickBooks.

I will share some resources with you that you can browse and use as a reference to personalize your sales forms and stay updated on the newest updates of your sales transactions:

If you need further assistance regarding invoices or any feature you want to add, don't hesitate to leave a comment below. The Community is always ready to help you.

A

agree

This is such crap! Removing the open balances off of quickbooks estimates is totally non sense. FML, been trying to figure this sh*t out theres no good way.

A

agree

Its back on! took 3-4 days of calling and complaining.

Progress billing is back on.

Click Settings (top right gear icon)

Account and settings - sales- turn on progess invoicing.

This didn't work the last 3 days but it did work today! 10/12/2023

A few days late, a few days without 30K. smh. do better in the future quickbooks.

S

StageCreations

Yeah mine has been turned on. I checked again, its on. I cycled it and yet still no subtotals. This is ridiculous!

I

IrishNinoJAnswer

I recognize the challenges you experience with the new layout, StageCreations. I'm here to guide you on how to add subtotal to your estimates and invoices.

With the new version, you can easily add subtotals of estimates and invoices.

Here's how:

On the upper left panel, select the + New button.
Under Customers choose Invoice or Estimates.
Scroll down and look for Add product or service field.
Click the Dropdown menu, then Add subtotal.

As your future reference, I've added this article in case you want to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to come back to this thread if you need further assistance adding subtotals in your invoices and estimates. We're here to assist you 24/7.