Thanks for dropping by here in the Community. Allow me to share some information about adding subtotal lines to a report.
If you're trying to add the subtotal from the transactions to show on the report, this feature isn't currently offered in QuickBooks Online. I can definitely see how this feature would be useful. As a team with a massive road-map, we have to pick new features based on the value they’ll add to the most users possible. I encourage you to send feedback regarding features and options you'd like to see implemented in future product updates. Please share them via this link: http://feedback.qbo.intuit.com/forums/168199.
We share recent happenings and future developments on our blog. Through this, you're able to get the latest news about QBO and what our Product Care Team is working on https://quickbooks.intuit.com/blog/.
For additional help, feel free to reach out to our Customer Care Team. You can get our most updated contact number here: https://quickbooks.intuit.com/community/Getting-Started/Get-help-with-QuickBooks-Online/m-p/185932.
If you're referring to something else, please let me know. I'll be around to help. Have a good one.
Sorry, but that answer just doesn't do much for me. I have a small law firm and I absolutely must know my client's trust balances before I invoice them. The customer summary report that already exists does this for the A/R account, so it shouldn't be that hard to let me do the same report on a different account. All you need to do is allow selection of the underlying account as a customization and a report that already has subtotals could be modified for other purposes. I mean really.
In addition to richardmhunt, you can also export the report to Excel. Then, add the subtotal lines manually.
To do it:
You can then add the subtotal lines on the spreadsheet.
We're always here if you have any more questions.
Hello there, ranchomirageuser,
I can see how this can help you run your business better. I'll pass along this feedback to our product engineers.
I appreciate your patience on this. Please let me know if I can provide any other additional support.