You can create a new charge item and add it below the subtotal item, Maria T.
When creating an invoice, add this item after the Subtotal.
Please let me know if you have any questions. Thanks!
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!
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.
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:
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.
Hello there, @193514591412634.
You'll need to enter the negative amount in the amount field (if it's a discount) and enter the positive.
For more detailed steps, you can follow this article about applying discounts, here it is: Add a discount to an invoice or sales receipt in QuickBooks Online.
Please let me know if you have any other questions or concerns. I'll only be a post away.
Hello there, @TS Delaney.
I'd be glad to help add a subtotal line to your invoice.
Should you need to personalize your invoices, feel free to check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
I'm always here in the Community if you need further assistance in managing your invoices. Have a blissful day.
Good day, RudyE.
I'm here to show you how to add a footer message in QuickBooks Online.
We can customize your invoice template so we can add a note. However, if you're using QuickBooks Payments, the transaction fee is being calculated and deducted based on the total paid amount. Also, adding a footer note won't be added to the total invoice.
You can follow these steps:
Here are some of the articles you want to check about QuickBooks Payments:
Please leave a reply again if you have more questions. Stay safe and healthy!
Well, thanks for the reply, but I just upgraded to QB pro 2020. I also just purchased gen lia ins. I need to add 1.5% to total invoice to recoup cost. My total box is in the footer and totals invoice as I generate. I want to add a text box in footer, that will automatically calculate 1.5% of total which will show in balance due.
Thanks for coming back, RudyE.
The option to add a text box in the footer that will automatically calculate 1.5% to the total invoice is unavailable. We need to manually create an Other Charge item for the 1.5% rate. This item type used for things like shipping charges, markups, or other line items that appear on your invoices.
You can also add a Subtotal item to add up everything that comes before it. It provides a subtotal before you add shipping charges, markups, or subtracts any discounts or prepayments.
Then, follow the steps to set up for the Subtotal item. Just choose that item in Step 4. For more details about this one, check out this article: Add, edit, and delete items.
Once done, create an invoice and manually enter the Other Charge or Subtotal in the Item column.
I've got a link here that provides you with articles about managing your invoices: https://quickbooks.intuit.com/learn-support/en-us/sales-and-customers/invoices/08?product=QuickBooks....
That should get you pointed in the right direction. I'm just one click away if you need a hand with running customer reports or any QuickBooks related. Take care and have a wonderful rest of the week!