New Invoices and Estimates removed Subtotals and Don't Allow Editing of Bill To and Ship To Addresses?

Welcome to the Community, @bvstone.

I recognize the importance of having features like subtotals and being able to edit out our Bill To and Shipping Address in your invoice. But our Product Engineers have removed the Subtotal feature for good.

Seeing that this is a significant feature for you, you can send feedback to our Product Engineers so they know what to add to the next update. Here's how:

1. Click on the Gear icon. 
2. In the Profile section, select Feedback.
3. Write your comments and product suggestions.
4. Click Next to submit.

With the new update, I can understand how confusing it is to edit your Bill To and Shipping Address on your invoices. It is still possible to edit both. Let me guide you on how:

Add a shipping address to your customer's profile 

1. Log in to your QuickBooks Online account.
2. Go to Sales, then Customers.
3. Choose the customer you want to edit. 
4. Select Edit. 
5. Under the Shipping address field ,uncheck the Same as billing address checkbox. 
6. Enter the shipping address. 
7. Press Save.

Add the shipping address to invoices

1. Select + New, then Invoices.
2. Select Add Customer and choose a customer from the dropdown. 
3. Create the invoice as you normally would.  
4. Click Manage, then select Customization. 
5. Under Customization, turn on the Ship to switch, and a preview of the ship address will display on the invoice.
6. Press Save. 

If you want to know how to get paid for what you sell, send a customer an invoice, and add a product or service you're selling in an invoice: Create invoices in QuickBooks Online.

If you need further assistance in regard to invoices, don't hesitate to leave a comment below. The Community is always open to help you.

Those, again, are non answers.

Subtotals are important.  Period.  Poll your customers.

As for editing bill to and ship to, that should be able to be done on the invoice itself.  I'm not going to go edit a customer each time I do an invoice.  Again, poll your customers to see how important it is.

I have offered many suggestions from the software.  Trust me.  Because it's going from bad to worse... Not worth1/2 of what we're paying and all these changes are just making things impossible to run a business.

So, in trying to find a workaround for this horrible update on having a different Ship To, I found you can change the address by updating the customer, but you CANT CHANGE the NAME!!!!

The Bill to and Ship to should just be text boxes autofilled, and allowed to be changed.

How is this going to look when I bill ABC and it ships to XYZ?

Bill To:

ABC

123 Main Street

your town, st, 00000

Ship To:

ABC

XYZ

999 pickle ave

their town, zz, 99999

How unprofessional is that? And you have to put the other company name (XYZ) in address 1, and the address in address 2. Why would this change EVER be thought of as productive or good?

I am also going to send feedback.  

@bvstone  RE: Because it's going from bad to worse... Not worth1/2 of what we're paying and all these changes are just making things impossible to run a business.

Oh, come on now, why would you need subtotals? Or really, any amounts on an invoice? Honestly, why should you be able to edit an invoice at all? Items? You probably don't need them. Editable descriptions? No one needs that.  You want to print invoices where the addresses actually fit? Seems like a luxury.

If only Intuit would take away all of these features from Desktop too, then I wouldn't be burdened with having to actually bill my customers in a way they understand. That sure would help!

Subtotals are not an optional feature of invoicing. PLEASE PLEASE PLEASE put them back. Our customers REQUIRE subtotals, as do hundreds of thousands of other companies.

Removing the ability to do subtotals is TOTAL NONSENSE. Like seriously, whomever approved that choice should have been fired yesterday. This is ACCOUTNING software, is it not? Subtotals is an absolutely mission critical feature!

Hello there, @useraaron. I appreciate your participation in the thread. I'm here to share insights about adding the subtotal option for your transactions and guide you on how to send this feature request to our development team.

I understand that you would like to have the subtotal feature available in QuickBooks Online. I can see how convenient this will be for you and your business. I will make sure to pass on your feedback to our development team for their review. They will consider this option and assist you with your business demands accordingly.

You can also send feedback by using your QBO account. Here's how:

1. Hit the Gear icon at the top, then select Feedback.
2. Type in your product suggestions.
3. Click Next to submit feedback.
   
   

You may also visit our Feedback forum page. From there, you can see a list of other QuickBooks users who already suggested this feature, as well as the recent updates in QuickBooks.

I will share some resources with you that you can browse and use as a reference to personalize your sales forms and stay updated on the newest updates of your sales transactions:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• See what’s new with estimates and invoices in QuickBooks Online

If you need further assistance regarding invoices or any feature you want to add, don't hesitate to leave a comment below. The Community is always ready to help you.

This is such crap!  Removing the open balances off of quickbooks estimates  is totally non sense.  FML, been trying to figure this sh*t out theres no good way.  

I mean seriuosly this is something that has been there for the last 15 years in Quickbooks and is NOT an optional feature. I would have NEVER expected it to be removed. You are forcing me to leave Quickbooks to other software which does subtotals because my customers are all already really pissed off. Switching accounting software is a massive burden but I see no other way.

I need subtotals because I group items together based upon their use and give them different discount percentages.

Now, without subtotals, I have to add them all up manually for each group.  

But I think you were being sarcastic.   

@bvstone 

You want to group line items into subtotals by type so your customers can more easily understand what you're billing them for? Wow, how advanced! That's a really cool idea! It's almost like rocket science. Or brain surgery. You can't really expect QuickBooks Online to support such a complicated and advanced concept, can you?

I mean, sure, QuickBooks Desktop has supported subtotals, subtotals within subtotals, discount percentage calculations that work on both, in-line sales tax calculations on them, and other similarly way-to-advanced for QuickBooks Online features for, you know, decades.

But then QuickBooks Desktop is real, actually useful, accounting software. Be sure not to get that confused with QuickBooks Online. The key to being a happy QuickBooks Online user is to set the bar very, very low. Then you'll be happy when, say, the site isn't down, or the login actually works, or when you can figure out how to do anything without struggling. 

Its back on!  took 3-4 days of calling and complaining.  

Progress billing is back on.   

Click Settings  (top right gear icon)

Account and settings - sales- turn on progess invoicing. 

This didn't work the last 3 days but it did work today! 10/12/2023  

A few days late, a few days without 30K.  smh.  do better in the future quickbooks. 

Anyone have nay other options other than Quickbooks online? Obviously subtotals are a basic fundamental necessity for quote writing and to remove is an amateur move. It seems nobody at Intuit cares as this is always their response. Send Feedback that is never responded or handled. I am ready to move on from Quickbooks.

Yeah mine has been turned on. I checked again, its on. I cycled it and yet still no subtotals. This is ridiculous! 

I am not seeing this in the Online version of QB.  Is it there now?

If it needs a manual update the Online version, please include those steps as well.  Removing this Subtotal has been a pain!

I know how significant to add the subtotals in the invoices and estimates, @sfmcg. Let me chime in and provide more details about this feature.

The feature to add subtotals in the new layout of invoices and estimates is currently unavailable. The steps provided by my colleague above are for the old layout, so they won't work yet for the new version. To address this issue, I recommend sending feedback to our Product Development team and letting them know how important this feature is for the program's improvement. This way, you can show them the collective urgency and significance of the matter at hand. You can follow the steps below to send your valuable feature request:

1. Select the Gear icon, then choose Feedback.
2. Type in your comments or product suggestions.
3. Select Next to submit.

You may also visit the QuickBooks Online Feature Requests page to track your product suggestions and see the latest updates in the product.

In addition, you can check the features available for the new invoices and estimates layout in the program. See what’s new with estimates and invoices in QuickBooks Online.

You can always reach back to us if you have other concerns about the new layouts or have other queries about QuickBooks. We'll be here to guide you. 

I have a Finance degree with an Accounting minor and an MBA. I started a small software company almost 20 years ago. The absolute WORST financial decision I've ever made in my life was to switch from Quickbooks Desktop to Online in ~2016. I assumed someone understood what the "V" in MVP (Minimum Viable Product) was. Nope.

It's like the 2 groups have a firewall and operate completely independently of each other. "Hey Bill, be sure not to tell Online what Desktop just decided ok?"

I could write a (sad) book on how much this made a mess for me...initially because QBO wasn't anywhere near being able to import to TurboTax...like Desktop could. That created more chaos for me than the OJ Bronco chase did for LA freeways. (He died a few days before this post).

NOW, what seems like a super simple request from our customer, and one I didn't realize wasn't on the invoice until reviewing, to include the hours subtotals on our invoices to them has turned into an hour plus review realizing that I CANT actually do this in QBO!!

So should I create the invoice, export to Excel template that includes the subtotal and then use something like Zapier to auto send this Excel sheet to our customer? Yeah, that sounds like a good workaround for an incredibly SIMPLE feature that ALREADY EXISTED and should be OBVIOUS to a 3rd grade math student?!?!

Even this message was supposed to be a reply to BigRedConsulting post about diff between Desktop and Online. Somehow it's appearing by itself and < 3 min afer posting I cannot delete it and repost it correctly. Nah.