Question

Invoice Consolidated By Item Main Category

Forum|Forum|5 years ago
April 1, 2021
13 replies
57 views

I am a contractor and I'm trying to create T&M invoice that shows the summarized totals for each main Item category only, similar to:

Drywall XXX.XX

Framing XXX.XX

Elect......

All of the subcategories like "Drywall - Subcontractor" and "Drywall - Materials" would be hidden and included in the main category summary totals.

It also would hide all of the details imported from bills. Currently, all of the details that we input on our Bills is imported into the invoice showing each line Item.

Is there any way to accomplish this?

QuickBooks Desktop

M

Mich_S

Level 5

Greetings,@skoz5555.

Thank you for posting in the Community. Let me share insights in managing your invoices on QuickBooks Desktop.

Currently, the option to show the summarized totals for each main item category is unavailable. Also, subtotal should show the total amount of all subitems. You can add a description on the subtotal for the main item's name.

Also, due to product limitations, the option of hiding the details of the imported bill is unavailable.

You can review this article: Create an invoice in QuickBooks Desktop. This will help you create an invoice in your account.

Feel free to post any additional concerns. Have a great day and stay safe!

BigRedConsulting

Level 15

Yes, to both cases:

- When addin billable time and costs to an invoice, select the option "Print selected time and costs as one invoice item."

- For your category sections, set up and use group items and on those items, de-select the similar option "Print items in group" so that the items won't print, but only the total of the group.

After you add the group items to the invoice, you can then add or delete rows on the invoice as desired for that particular invoice.

S

skoz5555Author

Thanks; however, how do I do that when I'm "Adding Time/Costs" to an invoice? It pulls everything in on its own Service Item line.

DivinaMercy_N

Moderator

Glad to see you again here, @skoz5555.

You can refer to the recommendation of BigRedConsulting. When the customer's billable cost is added, simply click Print selected time and costs as one invoice item option. QuickBooks will create an account and group for the sub-items. The lines for the sub-items will only show on the invoice form, it will not be included when you print the form. Here's how:

Go to the Customers menu.
Click Create an invoice.
Select the name of the customer, and tick the Add Time/Costs.
From the Items tab, tick the boxes for the sub-items you'll need to include on the form.
Then, check the box for the Print selected time and costs as one invoice item option.
Then, OK.
Once done, click the Print button. This will only show the total of the sub-items.

Also, personalizing your invoice template in QuickBooks is a breeze. For the detailed steps, please refer to this article: Use and customize form templates.

Don't hesitate to post again here if you have further concerns processing invoices in QuickBooks. I'm just a post away to help. Take care always.

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