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Level 1

Subtotals on custom reports

How to add a subtotal on a quickbooks desktop for a transaction report?

Level 15

Re: Subtotals on custom reports

not in QB, export to excel is all there is for that

QuickBooks Team

Re: Subtotals on custom reports

Glad to see you in QuickBooks Community, @beach111.

@Rustler is right. You can export the report to Excel and add a subtotal from there. 

Here’s how:

  1. From the Custom Transaction Detail Report window, click the Excel button and pick Create New Worksheet.
  2. In the Send Report to Excel pop-up, hit Export.
  3. Modify the data until you’re satisfied with the display.

Excel 1.PNG Excel 2.PNG Excel 3.PNG


I'm adding this article about this type of reports in the program: Customize reports in QuickBooks Desktop.


Adding this option in QBDT’s Custom reports is currently unavailable. Let me take note of this idea and pass it along to the appropriate department for consideration in future product enhancements.

While we continue to make your experience with us even better, I recommend checking the newest features of QuickBooks Desktop by following the steps below:

  1. Go to Help.
  2. Click New Features.
  3. Choose either New Feature Tour or What's New.

Please let me know if you have any other concerns. I’m always here to help. Have a good one!

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