cancel
Showing results for 
Search instead for 
Did you mean: 
Not applicable

Add a percentage to invoice total

Have my invoicing and sales reciept set up with a shop supplies line that will add 2% to the last item on the invoice, looking for a way to add that 2% to all line items instead of just the last item.

Solved
Best answer 12-10-2018

Accepted Solutions
BRC
Established Community Backer ***

Add a subtotal first, then the % item.

Add a subtotal first, then the % item.

View solution in original post

12 Comments
Highlighted
Not applicable

adding a subetotal

adding a subetotal
BRC
Established Community Backer ***

Add a subtotal first, then the % item.

Add a subtotal first, then the % item.

View solution in original post

Not applicable

How do you add a sub total ?

How do you add a sub total ?
BRC
Established Community Backer ***

Type "Subtotal" or similar in the item field and when pro...

Type "Subtotal" or similar in the item field and when prompted to setup a new item, set one up of the Subtotal sub-type.
Not applicable

Thanks, That worked perfect.

Thanks, That worked perfect.
Not applicable

I had this same question today. Thanks Big Red!

I had this same question today. Thanks Big Red!
Community Contributor *

Re: Add a subtotal first, then the % item.

how do I add a % below the subtotal??

Moderator

Re: Add a subtotal first, then the % item.

You can create a new charge item and add it below the subtotal item, Maria T. 

 

Here's how: 

  1. Click on the List menu.
  2. Click on Item List and click on New.
  3. Select Other Charge from the Type drop-down option.
  4. Enter the name.
  5. Enter the percentage (%) amount and choose the Tax Code.
  6. Select the Account and click on OK.

When creating an invoice, add this item after the Subtotal. 

 

Please let me know if you have any questions. Thanks! 

Not applicable

Re: Add a subtotal first, then the % item.

But how do i do this is online quickbooks pro?

Moderator

Re: Add a subtotal first, then the % item.

Welcome and thanks for joining this conversation, @TheSweetSittter.

 

Allow me to chime in for a moment and help make sure that your concern is taken care of.

 

Just to clarify, are you referring to the QuickBooks Desktop (QBDT) Pro version? If so, the process is just the same as what my colleague @GarlynGay provided above. You can follow the same steps to add the percentage (%) below the subtotal.

 

For future reference, you can also check out this article for further guidance: Add, edit, and delete items.

 

That should get you pointed in the right direction. Please let me know how it goes or if you're referring to something else so I can get back to you. I'm always here to help. Take care and have a wonderful rest of the week!

Experienced Member

Re: Add a subtotal first, then the % item.

Hi,

 

As SweetSitter asked, how do we add a percentage fee to a subtotal in Quickbooks Online, not the desktop version. The two versions have different layouts for putting in items.

 

Thank you!

Moderator

Re: Add a subtotal first, then the % item.

Hi there, barrywbrewer.

 

There's a slight different on how to set up and use the percentage of subtotal in QuickBooks Online.  

 

Here's how to set up an item:

  1. Click on the Sales from the let navigation.
  2. Select Products and Services.
  3. Click on New.
  4. Choose Service item.
  5. Enter the item information.
  6. In the amount field, enter the negative amount (if it's a discount) and enter the positive.
  7. Click on Save and Close

When creating a transaction, add this item. Here's a sample screenshot:

 

In case you need to view an article about applying discounts, here it is: Apply a discount on an invoice or sales receipt

 

I will make sure to connect and get back to you if you have other questions. 

Need to get in touch?

Contact us