How do i add a subtotal line within the body of an invoice in the new quickbooks online invoice format.

I was just looking for the same answer... following.

I found this in a forum:

Features currently unavailable in the new experience

I can share some information about adding subtotal lines in invoices, @AlpineApp. 

Currently, the new invoice layout on QuickBooks Online (QBO) doesn't have the Subtotals option, which would be a valuable addition to our features, so I'll take note of this. 

Although some features may not be currently available with the new invoice layout, we are actively working on making them accessible and possible. Our priority is to ensure that you have the best experience possible with the current version of QuickBooks that you're using.

I also encourage you to leave feedback from within the product. 

Here are the steps:

1. Go to the Gear icon and select Feedback.
2. Provide your product suggestion.
3. Click on Next to submit feedback.

You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?

If you require the Subtotals option, you may want to switch back to the old layout for the time being. Please take note that if you initially had the old layout and then upgraded to the new layout, you'll no longer have the option to switch back to the old layout.

Refer to this article to see what’s new with estimates and invoices in QuickBooks Online. It'll tell you more about the features that we currently have and are not yet available. 

Once you receive customer payments, here's how you record invoice payments in QuickBooks Online.

Let me know if you need further information about subtotal lines in your invoices on QBO. I'm always glad to help in any way I can. Have a great rest of the day! 

@dduke9800  RE: Features currently unavailable in the new experience

Please vote on this feature here:

https://feedback.qbo.intuit.com/forums/930640-quickbooks-apptransactions/suggestions/47331614-restor...

The issue is not "solved" when you tell the client that their concern is just flat-out being removed and then give them a bunch of nonsense they didn't ask for.

You DIDN'T solve anything on this question!  Stop using "SOLVED" when it ISN'T solved!

@Peak Performance Coatings 

RE: Stop using "SOLVED" when it ISN'T solved!

I fixed it for you.

I am very upset that this feature was removed. I need this to make my invoice.

Our priority is to ensure that you have the best experience possible with the current version of QuickBooks that you're using, RCRV.

The new invoice layout on QuickBooks Online (QBO) doesn't have the Subtotals option, which would be a valuable addition to our features. I understand how important it is for your company and we recommend sending feedback. This is an opportunity to improve the numerous features of our products. They may look into this suggestion and incorporate it into future updates. Here's how:

1. Go to the Gear icon.
2. Hit Feedback.
3. Type in your recommendation in the Share your feedback field.
4. Click Next.
5. Follow the on-screen instructions to complete the process.

I've attached screenshots below for your reference:

Furthermore, you can visit this page to stay up to date on the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online. If you require the Subtotals option, you may want to switch back to the old layout for the time being. Please take note that if you initially had the old layout and then upgraded to the new layout, you'll no longer have the option to switch back to the old layout.

You can check out this article to learn more about the new estimate and invoice layout for QuickBooks Online: See what’s new with estimates and invoices in QuickBooks Online. Once you receive customer payments, here's how you record invoice payments in QuickBooks Online.

You're more than welcome to drop by if you have questions about managing your invoices. Do you need to run some financial reports for the next current period? Or would you like to take care of taxes in QuickBooks? Let me know and I'll lend a hand again.

Quit advising to "send feedback". I do it everyday and NOTHING is ever done to resolve the issues!

@RCV 

RE: Our priority is to ensure that you have the best experience possible with the current version of QuickBooks that you're using, RCRV.

Then you've failed.

RE: The new invoice layout on QuickBooks Online (QBO) doesn't have the Subtotals option, which would be a valuable addition to our features.

Yes, everyone knows that! There's no point in pointing out the obvious. QuickBooks Desktop has had subtotals (and subtotals of subtotals, and subtotals of subtotals of subtotals, and so on and so forth) for 30 years.  Of course it has, because customers need them. Intuit knew that 30 years ago. How could you possibly remove them? Some doofus really needs to be fired.

I hope all my completely unnecessary bold text makes my message cleared to you.

I am following this thread because I use the subtotal and have not figured out a work around.

Let me assist you further with subtotal, @lgosolutions1.

I understand having this feature will be great and easier to use the new invoice template, and great news subtotals in invoices are now available. Follow these steps to add the feature:  

1. On the left side panel, click +New.
2. Select Invoice.
3. Provide details such as products and services.
4. Hit the Add products and services dropdown.
5. Click Add Subtotal.

Moreover, let me share this article to help you customize your estimates and sales receipts in the future: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Let me know if you still have questions about managing your invoices. I'll be here to assist you. Have a great day, and take care.

@JoanaC  This works. You can drag Subtotal line to location on invoice as needed. Thank you!

Chip

Hello, ChipAway.

Thank you for getting back in this thread and verifying that my colleague's suggestions above worked for you. It's our goal to help you get the most out of QuickBooks.

We're glad to help you with any issue relating to QuickBooks. If there's more, add them below. Have a great day!

Different categories of merchandise are taxed at different rates. The only way to do this on a customer sales receipt is with a subtotal line added after all items taxed at one rate. I can't even enter a sales receipt properly or track my sales tax due to my state. QB Pro online sucks!

Thanks for the solution. Dragging worked...thankfully....but functionality is definitely clunky. QB, please, if you aren't going to make something work better, leave it alone.

So how many months/years will it take??

How many months/years to put a standard feature into the online version?

Hello, Steve.

At Intuit, our goal is to meet the needs of QuickBooks users around the world and provide the best experience possible.

If you’re asking about adding a subtotal line to the invoice, I’m pleased to let you know that this feature is now available in the new invoice format. Simply click the drop-down arrow next to Add product or service and choose Add subtotal.

However, if you mean something else, can you please provide additional details about the standard feature you're looking for to be available into the online version? Any additional information would be greatly appreciated.

For your future reference, you can find comprehensive guidance on recording invoice payments in this article: Record invoice payments in QuickBooks Online.
 

Feel free to reach out if there’s anything else I can assist you with, Steve. I'm here to help!

Thank, you Miriam for the update. This is EXACTLY what I was looking for. Glad to see it has been added/restored as a basic invoice function.

Best, Mike

You're always welcome, Mike. We also appreciate you returning to this discussion to share your positive feedback.

We're delighted to know the information shared by my colleague above was beneficial to your invoicing process. Your insights are valuable to us, reinforcing our commitment to providing you with the highest level of support. We always prioritize addressing your concerns promptly so you can proceed with your different business tasks seamlessly.

On the other hand, when your customers are ready to settle their balances, here are a couple of helpful materials to guide you in documenting their payments and linking them to your invoices:

• Receive and process payments in QuickBooks Online with QuickBooks Payments
• Record invoice payments in QuickBooks Online

We'll be around, always willing to assist you if you have other questions when adding a line item to your sales transactions in QuickBooks Online. You can drop your queries below, and we’ll gladly respond with all the information and resources you need.