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dawnjohnson
May 29, 2024
Question

What happened to the subtotal feature on invoices?

  • May 29, 2024
  • 2 replies
  • 0 views
How do I add a subtotal when creating an invoice?  I generate my invoices from the estimate (progress invoicing).  Sometimes, I have reimbursable expenses to add to my progress invoice.  In that case, I have in the past clicked a "subtotal" button so that the estimate portion is separate from the reimbursables and then both are reflected in the total.  

2 replies

AlverMarkT
AlverMarkT
May 29, 2024

It's great to have you again in the QuickBooks Community, @dawnjohnson.

 

While the add subtotal option isn't directly visible, you can access it from beside the Add product or service dropdown arrow. I can assist you in accomplishing this QuickBooks Online's (QBO).

 

You can refer to the steps below to add a subtotal line item to your invoices. I've also added a screenshot after the steps.

 

  1. In your invoice, and hover over Add product or service button.
  2. Click on the drop-down arrow.
  3. Select Add subtotal.

 

After this, I'm adding this article as a guide to recording customer payments in QBO: Record invoice payments in QuickBooks Online.

 

We'll be here in the Community if you have further questions about adding subtotal line items in QBO. We'll do our best to assist.

K
KA_HFS
September 17, 2024

I use the "Add subtotal" feature on a regular basis, however, the functionality has changed it has become very tedious to use.  We used to be able to insert the subtotal line directly in the line where you need it, being where you place your cursor within the invoice.  Now, the subtotal line gets added to the very end/last line of the invoice and it has to be physically moved up to the line where you need it to be inserted.  Why has the functionality changed and can it be changed back to the previous way to enable a much easier way of working within an invoice?  Some customers have very detailed invoices and include several line items /pages so this becomes very tedious and time consuming when editing these long invoices.  

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dawnjohnsonAuthor
May 29, 2024

Great, thanks!

 

JoesemM
JoesemM
May 29, 2024

Hello there, dawnjohnson.

 

I’m glad to know that the information provided by my colleague above has helped you to figure this out. Thank you for doing business with us in QuickBooks.

 

If you have any other concerns about QuickBooks count me in. I'll surely get back to you. Take care

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