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raes88
Level 2

How do I remove a subtotal from a group in a estimate?

We like using groups for our quotes, but we think the subtotals are confusing to our customers.

 

1. How do we remove, hide, or gray out the subtotal on the estimate?

 

12 Comments
IamjuViel
QuickBooks Team

How do I remove a subtotal from a group in a estimate?

Greetings, @raes88.

 

You can customize your form so that the Subtotal will not be included in your quotes. I can guide you in doing so.

  1. Go to the Lists menu.
  2. Choose Templates.
  3. Hover to the form you’d like to customize.
  4. Right-click on the template.
  5. Select Edit Template
  6. Click the Additional Customization button. 
  7. From the Footer tab, remove the checkmark from the Subtotal tick box. 
  8. Click Ok.

You can read through these articles to help you customize your estimates and other sales forms to suit your business needs:

Always feel free to visit us here if you have other questions or concerns. I'm always here to help.

raes88
Level 2

How do I remove a subtotal from a group in a estimate?

Thanks for your reply. This is weird, but we do not have the subtotal item listed in the footer section, nor do we have sales tax. Specifically, when I am using grouped items, I do not want the subtotals for the grouped items to show on the quote.

 

 

Joesem M
QuickBooks Team

How do I remove a subtotal from a group in a estimate?

I appreciate you for following the steps shared by my colleague, raes88.

 

The subtotal will not show in the bottom part if there's no tax on the transaction or the Sales Tax isn't turned on. You'll have to turn on the Sales Tax, so we can hide the added subtotal on the line item. For more details on how to set this up, see this article: Set up sales tax in QuickBooks Desktop.

 

However, if you're using QuickBooks Online, you'll have to uncheck the Subtotal groups on the Customs Form Style. Let me guide you how: 

 

  1. Click the Gear icon at the top, then choose Custom Form Styles.
  2. Locate the template name, then click Edit under Action column.
  3. Select the Content tab at the top.
  4. Click the activity table (middle section).
  5. Click Show more activity options.
  6. Uncheck Subtotal groups.
  7. Click Done.

You can read this article for more information: Customize your invoices, estimates, and sales receipts in QuickBooks Online.

 

You can also import your custom form styles. This feature helps reflect your brand identity into your sales forms with less effort and time:  Import custom form styles for invoices or estimates.

 

Don't hesitate to leave a comment below if you're referring to something else or if you have any other questions. Have a good one.

raes88
Level 2

How do I remove a subtotal from a group in a estimate?

We ARE using Quickbooks Desktop Enterprise for Manufacturing.

 

We do not have sales tax turned on because we're not at a threshold to pay sales tax. I wonder if this is why subtotals are not showing? Regardless, it's the Grouped Items Subtotals I do not want to display.

MichelleBh
QuickBooks Team

How do I remove a subtotal from a group in a estimate?

I appreciate the immediate reply, @raes88.

 

Thanks for confirming that you're using QuickBooks Desktop Enterprise. I'll share other troubleshooting steps to remove the subtotal and Grouped Items Subtotals on your estimates. 

 

Either sales tax is turn on or turn off, you're able to remove the subtotals on your estimates. Since you're unable to see the subtotals in the footer section, I'd suggest going to the Lists to the item inactive. 

 

Here's how: 

 

  1. Go to the Lists on the upper left side. 
  2. Choose Item List
  3. Hover the mouse to the Subtotal, then click the Item drop-down arrow. 
  4. Pick Edit Item
  5. Put a checkmark on the Item is inactive.

 

After that, go to the estimates to check if the columns are invisible. 

 

But if you're referring to the subtotal line item that you add when creating the group of items, we're unable to hide this. 

 

I've added an article about managing items in QBDT: Add, edit, and delete items

 

If you need anything else, please let me know, and I'll get back to you. 

raes88
Level 2

How do I remove a subtotal from a group in a estimate?

Could you please provide screenshots? Lists is not on the right hand side, so maybe I am not looking at the correct place?

raes88
Level 2

How do I remove a subtotal from a group in a estimate?

I do not see subtotal in the items list. Screen shots will help here. Thanks.

ChristieAnn
QuickBooks Team

How do I remove a subtotal from a group in a estimate?

Hi there, raes88.

 

Yes, I can provide you a screenshot so you're able to see where the Lists menu is located, which is in the upper left corner beside the View menu.
 

 

 

 

Please refer to this article to see steps on how you can use inventory assembly items to build and track your finished goods: Combine your inventory items to build finished goods.

 

Let me know if you still have questions. I'm always here to answer them for you. Have a wonderful day!

raes88
Level 2

How do I remove a subtotal from a group in a estimate?

Thanks for providing the screen shot. There is nothing called "Subtotal" in the Lists > Item List. Therefore I cannot make it inactive there.

 

How do I turn off the subtotals for group items on an Estimate/Quote?
- Nothing proposed so far works with our system. Quick Books Enterprise Desktop Manufacturing

Angelyn_T
QuickBooks Team

How do I remove a subtotal from a group in a estimate?

Hi there, @raes88.

 

Allow me to join the thread and attached the screenshots on how to deactivate the subtotal item from the Lists menu.

 

  1. Open your QBDT file, click on the Lists menu.
  2. Select Item List.
  3. Locate the subtotal item created. Right-click, then select Make Item Inactive.

For additional tips about managing items in QuickBooks Desktop, you can open this article: Add, edit, and delete items.

 

If you have any follow-up questions, please let me know by adding a comment below. I'm always here to help. Have a great day!

raes88
Level 2

How do I remove a subtotal from a group in a estimate?

I do not see a subtotal item in my list of items. How do I remove the subtotal from grouped items on estimates?

Lists.JPG Lists-1.JPG items-no-subtotal.JPG item-group-no-subtotal.JPG subtotal-on-quote.JPG

LieraMarie_A
QuickBooks Team

How do I remove a subtotal from a group in a estimate?

Thank you for sharing your screenshots. @raes88.

 

Let me share some clarifications about deleting the subtotal of group items on estimates. The instructions provided by my colleagues above is on how to delete the subtotal item manually created in QuickBooks. For now, we're unable to delete the subtotal of group items on estimates. Deleting this line will remove the group and all of its member items from the transaction. The only way to leave out the subtotal is to add the individual items on your estimates.

 

Here are some helpful resources for additional tips for using estimates and customer transactions in QuickBooks Desktop:

 

Don't hesitate to comment below if you have other questions with QuickBooks Desktop. Take care and stay safe.

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