I cannot get the subtotal to display on the screen for sales orders, estimates, or invoices.
This seems pretty basic but the option is greyed out.
We use Quickbooks Desktop Enterprise Platinum, there shouldn't be any options that are greyed out.
Hello there, @benaaco.
QuickBooks Desktop can include a subtotal in a QuickBooks estimate, sales order, invoice, or purchase order. You just need a little setup work to make it happen.
It's pretty easy, here’s how:
From there, simply select this new item whenever you need it, and QuickBooks will automatically take care of the calculation for you.
You can also use this video tutorial on adding subtotal to invoice: Add subtotal to invoice.
Don’t hesitate to message me anytime if you have other QuickBooks concerns or questions. I'll be glad to answer them for you. Have a good one.
That's correct. The Subtotal before tax that appears at the bottom of the form when you print cannot be made to appear on screen, The same is true for most of the other fields on the Footer tab from your screenshot.
Good afternoon, @benaaco.
Thanks for joining in on this thread. This isn't the impression I want to leave you with. Allow me to provide you with some information about the "Subtotal on the screen" option.
I can see how beneficial this feature would be for your business. However, this is only used for printing purposes. Using the steps my colleague gave above would be the best workaround for this situation.
I'll send feedback to our Product Developers so they can consider this in one of the upcoming releases. They take the time to review every request and try to add them to the next available update. You can check out our QuickBooks Blog to see what's new in the system.
If you have any other questions or concerns, don't hesitate to let me know. I'll always be around to help. Have a good one!
RE: Does anyone know why there would be the option but not have it selectable?
There are quite a few fields you can print but you can't see on screen. There are some that work the other way as well, that you can only see on screen.
The way Intuit implemented communicating this is to disable the check-boxes in these cases. I suppose they could have made them disappear, but in the end it would be the same.