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DynastyRestore
February 14, 2019
Question

Subtotal i need help!!

  • February 14, 2019
  • 3 replies
  • 5 views

I have a business that i need to add percentages of the invoice to the total. I have two line items that i need to do this for, but when i add a subtotal it will add everything up above it; like it supposed to!

When i add the 2nd subtotal in it will not add the first subtotal. It will only add the item i needed the percentage that i needed the first subtotal for. How do i make the 2nd subtotal add to the first one? 

3 replies

A
Anonymous
February 14, 2019

Welcome to the Community, @DynastyRestore,

 

You've reached the right support to help you with your concern. I can share some insights about the subtotal items on your invoice transactions.

 

When you add a subtotal for multiple items, it will only sum up the amount for the items added before it. However, if you want to get the total amount for the previous subtotals, you must add another subtotal item. Please see screenshot:

 

 

There are 2 ways to add a subtotal item. Here's how:

 

Option 1: In the Item List window:

 

  1. Go to the Lists menu.
  2. Choose Item List.
  3. Right-click anywhere and click New.
  4. Under Type, choose Subtotal.
  5. Fill out the item information then click OK.

Option 2: On the invoice transaction.

  1. Open or create an invoice.
  2. Click a blank line item below the Item column.
  3. On the drop-down, select Add New.
  4. Choose Subtotal as the type.
  5. Fill out the item details.
  6. Click OK once done.

 

That should get you on the right track, @DynastyRestore.

 

Please let me know if you have any more invoicing questions. I'll be glad to answer them for you. Have a good day!

R
RangeRover
June 3, 2019

Thanks for your clear response, when i do subtotals it only calculates the Amount column i would like for it to also add the hours/qty column,.... anyway i can do that?

HoneyLynn_G
HoneyLynn_G
Level 6
June 4, 2019

Thanks for joining this conversation about Subtotal, @RangeRover.

 

The Subtotal functionality not only calculates the Amount column but also the hours and quantity. Since this isn't your case, let's try running the Verify/Rebuild utility. This is a way to check if the unexpected behavior is caused by data corruption.

 

First, let's run the Rebuild Data utility:

  1. Go to the File menu.
  2. Choose Utilities.
  3. Select Rebuild Data.
  4. On the QuickBooks Information window, select OK.
  5. Select OK when you see Rebuild has completed.

Next, use the Verify Data utility:

  1. Choose the File menu.
  2. Select Utilities.
  3. Choose Verify Data.
  4. If you see QuickBooks detected no problem with your data, select OK. Then, proceed with creating an invoice with Subtotals.
  5. If Verify finds an issue with your data, you will be prompted to Rebuild Now or View Errors. 

Additionally, you can refer to the Resolve data damage on your company file article if you need to perform more steps.

 

That should do it. Keep me posted on the results or if there's anything else you need. I'm always here to offer assistance. Have a good one!

F
FTech
June 25, 2019

Sorry I'm so late in replying to this...I missed seeing it when you first posted it.

In all QuickBooks editions below Enterprise, you can total any column(s) you want, but it requires using a QuickBooks add-on like FormCalc SST for QuickBooks, or CCRQInvoice. You can Google to find both product's Web sites.

MJoy_D
MJoy_DQuickBooks Team
QuickBooks Team
December 31, 2020

You're welcome, @Brian 413.

 

Thank you for performing the troubleshooting steps that we're provided by my colleague.

 

Since the troubleshooting steps didn't work, I suggest reaching out to our Customer Support to continue you isolating the issue you're having and help you resolve it. 

 

You can follow the steps below on how to reach them:

  1. From your QuickBooks Desktop account, click the Help menu at the top.  
  2. Click the QuickBooks Desktop Help menu and select QuickBooks Desktop Help.
  3. Provide some information about this concern on the search box.
  4. Click the Contact Us link at the bottom of the window. 
  5. You'll now be provided with a few support options.  
  6. Select Get a call to arrange a callback from a support agent. Or Start a chat to chat with them directly.  

Here's the contact QuickBooks Desktop support article for more information about this.

 

See this article for more information on how to create an invoice in QuickBooks Desktop. 

 

Let me know if you need more help with your account by leaving a reply below. Take care and have a great rest of the day!

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