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NAYE1
Level 2

Show Subtotal on Screen

TAX SUB.JPG

DivinaMercy_N
Moderator

Show Subtotal on Screen

Hello there, @NAYE1. I'm here to provide some information about the Subtotal field on the transactions form in QuickBooks Desktop (QBDT).

 

To fix this, let's first check if the items you add to the transaction form are taxable. To do so, we need to check its setup. Here's how:

 

  1. Navigate to the Lists menu and select Item List.
  2. From there, look for that specific item and double-click it.
  3. Once opened, check if the Tax option is selected in the Tax Code field. 
  4. If yes, you can change it to Non and create a transaction form again. 

 

Check to see if the Subtotal field will still include the tax. If yes, we can run the Verify and Rebuild tool to determine any data integrity issues and resolve them instantly. Refer to the steps below:

 

Verify data

 

  1. Close the open tabs in your QBDT program by selecting the Window tab and clicking Close All.
  2. Next, go to the File menu, and select Utilities.
  3. From there, click Verify Data

 

Rebuild data

 

  1. Navigate to the File tab and click Utilities.
  2. Next, choose Rebuild Data.
  3. Click OK to back up your company file backup
  4. The Rebuild Data utility starts as soon as the backup is finished.
  5. Select OK when you get the message Rebuild has completed.

 

I've also added this helpful resource that you can access to get more information about managing your products and items in QBDT: Add, edit, and delete items.

 

I'm always here ready to help if you have any other concerns about managing your sales forms in QBDT. Don't hesitate to get back here in the Community. Have a good one. 

CLN2
Level 1

Show Subtotal on Screen

What if the Subtotal option is not an item to select in the Footer?  How can I add it?

Rasa-LilaM
QuickBooks Team

Show Subtotal on Screen

Let's set up the Subtotal option so you can add the item to your transactions, CLN2. I'm here to help ensure the process is a breeze for you. 

 

Here's how: 

 

  1. In your company, head to the Lists menu at the top bar and choose Item List
  2. Click the Item drop-down and select New.
  3. Press the Type drop-down and choose Subtotal.
  4. Go to the Item Name/Number field and enter a name that you'll on the entry. 
  5. Fill in the Description field. 
  6. Head to the Columns to total section and select any of the following: Quantity, Amount, Price, and Cost
  7. Click OK for the changes to take effect. 

 

I've attached a screenshot for visual reference:slr1.png

 

Next, create the transaction and place the Subtotal as a line item from there. slr.pngHere's an article that discusses in detail how to apply a discount while recording a payment or add one directly on the invoice: Use discount and subtotal items.

 

Furthermore, this reference will show you how to tailor the data, and add or remove information on the header and footer, to name a few: Customize reports in QuickBooks Desktop.

 

Keep me posted if you have other sales-related concerns or additional questions about refining the look of your sales forms. I'll get back to make sure you're taken care of. 

Curel
Level 1

Show Subtotal on Screen

3 Year later... Do you still believe that the Product Developer Team take the time to review every request and try to add them to the next available update? Because my understanding is that they don't care about feedback. If something so simple as to add the subtotal to the screen view takes so much time, i wonder if you really care about the needs of the users.

louie hyd
Level 1

Show Subtotal on Screen

I have a similar issue and would like to add a parts subtotal on my invoices for items marked taxable.

 

I would like this subtotal to only add the taxable items prior to the main subtotal on the invoice. any help is appreciated.

IrizA
QuickBooks Team

Show Subtotal on Screen

Hey there, louie hyd. Let me share some steps on how to add a subtotal for your taxable items in QuickBooks Desktop (QBDT)

 

When adding a subtotal for your items in the Invoice transaction, ensure that you created a subtotal for your taxable and non-taxable items. Right after, you can add the percentage in the line item, and then next to it is the subtotal. 

 

Here's how: 

 

Step 1: Create a subtotal for your Taxable and Nontaxable item

 

  1. Go to the Lists menu and click Item List
  2. Click the Item dropdown, and press New or just hit the Ctrl + N
  3. In the Type dropdown, choose the Subtotal option. 
  4. Enter the Item Name/Number (ex. Subtotals for taxable).
  5. Tick the Columns to total
  6. Once done, click the OK button.
  7. Repeat the steps for creating a Subtotal for Nontaxable items. 

 

Step 2: Add the Subtotal and Tax 

 

  1. In the Customers menu, click Create Invoices or press Ctrl + I
  2. Fill out the necessary details such as the CustomerClassDateTerms, and Due Date. 
  3. Select an item by clicking the dropdown in the Item column. Ensure that the taxable and nontaxable are separate. 
  4. If you enter Taxable
    • Ensure that the next line item is the Tax. Click the dropdown and choose your tax. 
    • After adding the tax, make sure that the Subtotal is next to it. Press the dropdown in the Item column and add the subtotal you've created for Taxable Items
  5. If you enter Nontaxable
    • Ensure that the items were added first before the Subtotals.
    • Click the dropdown in the Items column and add the name of the Subtotal for Nontaxable. 
  6. Once done, press Save & New

 

Furthermore, you can also record an invoice payment when a customer pays you for an open invoice. 

 

If you have further information or concerns, please enter it in the comment section. I'll be happy to assist you. 

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