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Senior Explorer *

Estimates

I have been using the Estimating and invoice features but my question is , is there a way to go back to an estimate and add an item , and note as an adjustment , but still be able to see the original total , plus the amount of the addition . i have tried and look for a way but could not  find any option 

thanks 

Solved
Best answer 01-07-2019

Accepted Solutions
QuickBooks Team

Re: Estimates

Hello there, @racso.

 

Allow me to step in and provide some additional information about adding a subtotal to your estimates and invoices when using QuickBooks Desktop Pro 2018.

 

The screenshots and steps included on the first answer were for QuickBooks Enterprise. In Enterprise 15 and later version, you can add subtotal Quantity, Price, Cost, and numeric custom columns.

 

For QB Desktop Pro 2018, you still have the option to create an item for Subtotal, and edit your estimate to add this. Here's how to create an item:

  1. Click Lists.
  2. Choose Item List.
  3. Right-click on your mouse and choose New.
  4. For the Type of your item, choose Subtotal.
  5. Click OK to save changes.

 

Once done, you can go back to the created estimate and modify the transaction. For your guide, you can check this article as a reference: Create an estimate. You can also use the Memo field on the estimate to add important details.

 

Keep me posted if you have further questions about estimate or invoice. I'd be around to help you more. Have a good one.

6 Comments
Moderator

Re: Estimates

Hello, racso.

I'd be happy to help you with adding an item on your estimates in QuickBooks Desktop.

 

QuickBooks Desktop has the flexibility to create a subtotal item for your invoice, estimate or sales receipt. It totals all items up to the last subtotal entered, if one was entered. This helps total all the previous line items in an estimate before adding another item.

 

To create a subtotal item, here's how:

  1. Click List at the top menu bar, then choose Item List.
  2. Under Type. choose Subtotal.
  3. Go to Columns to total and select Amount.
  4. Hit OK.

I've attached screenshots below to guide you through the steps.

 

Let me know how it goes by leaving a reply below. I'll be around to help. Happy Holidays!

 v.PNG

Senior Explorer *

Re: Estimates

hi  thanks for your help 

I went to the item list but shows me all of of the items , it doesn't show me an option for type or subtotal,

I am using desktop pro 2018 . 

QuickBooks Team

Re: Estimates

Hello there, @racso.

 

Allow me to step in and provide some additional information about adding a subtotal to your estimates and invoices when using QuickBooks Desktop Pro 2018.

 

The screenshots and steps included on the first answer were for QuickBooks Enterprise. In Enterprise 15 and later version, you can add subtotal Quantity, Price, Cost, and numeric custom columns.

 

For QB Desktop Pro 2018, you still have the option to create an item for Subtotal, and edit your estimate to add this. Here's how to create an item:

  1. Click Lists.
  2. Choose Item List.
  3. Right-click on your mouse and choose New.
  4. For the Type of your item, choose Subtotal.
  5. Click OK to save changes.

 

Once done, you can go back to the created estimate and modify the transaction. For your guide, you can check this article as a reference: Create an estimate. You can also use the Memo field on the estimate to add important details.

 

Keep me posted if you have further questions about estimate or invoice. I'd be around to help you more. Have a good one.

Established Community Backer ***

Re: Estimates

Never change the Estimate if you use Progress Invoicing. That throws everything off-balance.

 

"I am using desktop pro 2018"

 

Only Contractor and Accountant have Change Orders. None of the info provided applies to you, the Pro User. What you do is make a New Subjob and a new Estimate for the expanded scope, as Change Order. Then you track and charge on that level for that new scope.

 

Please see my attachment,

Senior Explorer *

Re: Estimates

Appreciate it . but not what I was looking for  but thanks very much

Moderator

Re: Estimates

Good day, racso,

 

I appreciate your time visiting the Community. Let me join the conversation.

 

This is currently a limitation for QuickBooks Pro users. While this option is currently unavailable with the software you're using, you may follow QBTeachmt's workaround to complete your work.

 

This is, however, a great idea we can put forward to our developers so I'd encourage you to submit this as a feature request. Here's how you can do that:

  1. Click the Help menu bar.
  2. Scroll down to Send Feedback Online.
  3. Select Product Suggestion.
  4. Choose Product Suggestion for the Type of Feedback.
  5. Product Area is optional.
  6. Enter your suggestion.
  7. Click Send Feedback.

Your request helps our engineers identify the enhancements that need to be implemented for QuickBooks Desktop Pro.

 

Your willingness to help us improve our products is highly appreciated. Please know that I am here if you need further assistance. All the best!