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V
VDW_2019
May 1, 2019
Question

how do I use multiple subtotals in 1 invoice

  • May 1, 2019
  • 2 replies
  • 0 views

I need to create invoices using mutiple subtotals such as

 

product

labour

Subtotal

minus holdback

subtotal

 

then have the invocie total the 2 subtotals for the completed invoice

 

Thanks in advance

Andrea

2 replies

A
Anonymous
May 1, 2019

To sum up prior subtotals, add another subtotal. 

 

For example,

 

Item 1,   $1

Item 2,   $2

Subtotal,   $3

Item 3,   $10

Item 4,   $20

Subtotal,   $30

Subtotal,   $33

V
VDW_2019Author
May 2, 2019

Hi BRC,

 

This is exactly what I want, but my subtotal feature only subtotals everything below the last subtotal, not the subtotals themselves.  How do I get it to total the subtotals?

 

Thanks in advance!

Andrea

Rustler
Rustler
May 2, 2019
@VDW_2019 wrote:

Hi BRC,

 

This is exactly what I want, but my subtotal feature only subtotals everything below the last subtotal, not the subtotals themselves.  How do I get it to total the subtotals?

 

Thanks in advance!

Andrea

Not possible in QB

 

the design is to provide subtotals, then the invoice itself totals those and provides that number in the total block on the footer.

L
LauraAB
May 1, 2019

Hi VDW_2019,

 

Thanks for reaching out. I can help with entering multiple subtotals on your invoice. With QuickBooks Desktop, it's super simple to enter as many subtotals as you need on your invoices so that you and your customers can clearly see whatever breakdowns you need. BRC has given you a great example, now here's how to do it.

 

In program, subtotals are treated as their own line items, meaning the first step is to make sure you have Subtotal set up as a line item in your account. Open up the Item List through the Lists menu and see if you have it there. If not, here's how to create it.

  1. Click Item at the bottom of the Item List window.
  2. Select New Item.
  3. Use the Type drop-down to pick Subtotal.
  4. Name the item (e.g. Subtotal).
  5. Click OK.

Now let's add it to an invoice. Open up an invoice and start adding line items. When you get to the point where you want to add a subtotal, choose the Subtotal item you just created. Add the other items you'd like and when you come to the next subtotal point, add the Subtotal item again. Do this as many times as needed.

 

Give that a shot and let me know how it goes! Stop by again if you need more help. :)

V
VDW_2019Author
May 2, 2019

Thanks LauraAB,

 

My issues isn't adding the subtotals themselves, but the subtotal itself only adds everything below the last subtotal (I do currently have subtotal in my list of items).  This is great for most of the invoice, but at the bottom of the invoice I would like to have an overall subtotal for the whole invoice, meaning a subtotal of only the subtotals, not every line in the invoice.  I guess I wasn't clear enough, my apologies.  BRC gave an answer but didn't explain how to get the subtotal to work to add the subtotals, I haven't figured that part out. 

 

Thanks in Advance,

Andrea

N
NEVER
May 2, 2019

The Subtotal of all the Subtotals is the Total at the bottom of the Invoice before the Taxes are added. 

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