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userinfo157
June 3, 2024
Question

How do I show subtotals for sub-accounts on parent account invoice?

  • June 3, 2024
  • 1 reply
  • 0 views
Since the template update, when I create a delayed charge for sub-accounts, the main invoice does total charges by sub-account.  It lists the line items for each sub-account, but does group and total the individual account.  In addition, the attachments from the delayed charge are not importing when creating the main invoice.

1 reply

S
SheandL
June 3, 2024

The option to add subtotals is available in the new layout experience, @userinfo157. I'm here to guide you on adding this to your invoices.

 

On your invoice page, you'll have to click the Add product or service dropdown below the Product or service table to locate this option. You can follow the steps I'll share below.

 

  1. Head to + New.
  2. Select Invoice under Customers.
  3. Choose the appropriate customer on the invoice page. After that, click Add to the charges you want to include in this invoice in the Suggested transactions field.
  4. Go to the Add product or service dropdown and select Add subtotal.
  5. Ensure that everything is correct, then hit Save and close.

 

Currently, importing the attachments you've added to your delayed charges into your main invoice isn't possible. However, you can still manually include them when making one.

 

If you want to personalize your sales forms in QBO, you can read this article to learn more: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to reply to this post if you have additional questions about adding subtotals to your invoices. I'll be glad to assist you anytime.

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userinfo157Author
June 3, 2024

It's a manual process now, as opposed to automated before?  Is there a way to add the subaccount name to each subtotal?  

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