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carterlandservic
June 27, 2024
Question

Is there is there a way to add subtotals into an existing estimate since the new updates?

  • June 27, 2024
  • 1 reply
  • 0 views
Before updates you could put your cursor on the line you wanted to add a subtotal and use the subtotal drop down at the bottom of the page but now it always subtotals at the bottom

    1 reply

    Tori B
    Tori B
    June 27, 2024

    Good morning, @carterlandservic.

     

    Thanks for reaching out. How's your day so far? I hope all is well. 

     

    You can still add subtotals to lines when using an estimate. To do this: 

     

    1. Open the estimate. 
    2. Select the line you wish to add the subtotal to.
    3. Scroll down and click on the Add Subtotal button.

     

     

    That should do the trick. For more information about this process, check out Customize invoices, estimates, and sales receipts in QuickBooks Online. 

     

    Don't hesitate to let me know if you have any additional questions or concerns. Have a good one! 

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