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dsinst
Level 1

How do I add a subtotal line/function on the new Invoice model? I had it on the old version and I am not happy that it was removed. If anyone can please help?

I used to be able to highlight the amount column and scroll down to click add subtotal.  
16 Comments 16
CamelleT
QuickBooks Team

How do I add a subtotal line/function on the new Invoice model? I had it on the old version and I am not happy that it was removed. If anyone can please help?

Hello there, dsinst. I understand that the subtotal function is essential for you in making your invoices however this feature is currently unavailable in the new experience. We always consider our customers' feedback and suggestions when making product improvements or customizing our product features. This will give us an idea of how we can give you the best experience here in QuickBooks Online (QBO). 

 

You can submit feedback about adding the subtotal line in the new layout to our engineers. Here's how:

 

  1. Tap the Gear icon in the upper right and choose Feedback under Profile.
  2. Enter a description of your product suggestions in the field box.
  3. Click Next to submit it.

 

Additionally, the subtotal line still appears when you print invoices. It's not visually available when you try to create an invoice but it still appears after printing. You can decide to print your invoices if you really want to make use of the subtotal function. 

 

I'd like to share this article for you to customize your invoices. This will help you give them a more personalized look that will enhance your business' communications : Customize invoices, estimates, and sales receipts in QuickBooks Online (intuit.com)

 

Keep in touch if you have additional questions about managing your invoices. We are always here to help.

BigRedConsulting
Community Champion

How do I add a subtotal line/function on the new Invoice model? I had it on the old version and I am not happy that it was removed. If anyone can please help?

@CamelleT  RE: I understand that the subtotal function is essential for you in making your invoices however this feature is currently unavailable in the new experience.

 

Wow, that's amazing! Amazing that Intuit thinks releasing a "new" experience without the features of the old one makes any sense at all! Amazing that QuickBooks Online, after all these years, is still so deficient when compared to QuickBooks Desktop.  Yes, Intuit is certainly full of surprises lately.

useraaron
Level 2

How do I add a subtotal line/function on the new Invoice model? I had it on the old version and I am not happy that it was removed. If anyone can please help?

Totally agree. This feature has been a part of Quickbooks for the last 15 years and I would have NEVER expected it to be removed from accounting software. All of my customers are pissed that I can't give them subtotals and I'm being forced to consider switching to a different accounting package.

useraaron
Level 2

How do I add a subtotal line/function on the new Invoice model? I had it on the old version and I am not happy that it was removed. If anyone can please help?

BDoyleTX
Level 1

How do I add a subtotal line/function on the new Invoice model? I had it on the old version and I am not happy that it was removed. If anyone can please help?

How could this possibly be left out!?!?!

steve_vr
Level 1

How do I add a subtotal line/function on the new Invoice model? I had it on the old version and I am not happy that it was removed. If anyone can please help?

We used subtotal often.  For our clients It helps to subtotal hourly rates and subtotal expenses.  In addition, we use it when we need to add a percentage to the subtotal.

I cannot understand why Intuit would drop this feature. 

GlinetteC
Moderator

How do I add a subtotal line/function on the new Invoice model? I had it on the old version and I am not happy that it was removed. If anyone can please help?

We understand its importance for streamlining your invoice processes and see that this limitation may cause inconvenience for you, steve_vr.

 

You might be in the new invoice layout experience. As we transition to the new invoice interface, certain functionalities are not currently supported.

 

I encourage submitting additional feature requests for incorporating subtotal line function directly to our development team. They actively consider customer suggestions when planning future updates and enhancements to QuickBooks. 

 

Here's how:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. Then select Next to submit feedback.

 

Your input will help us prioritize and implement features that align with our users' needs. 

 

If you still have the option to switch back to the previous layout, you have the choice to do so. Nevertheless, it's important to be aware that once you revert to the old interface, you won't be able to switch back to the new one.

 

Additionally, you may find this article valuable for gaining insights into the financial aspect of your business. It analyzes income, expenses, and profitability, enabling informed decisions on budgeting, cost control, and revenue generation: Run reports in QuickBooks Online

 

If you have any further questions or require assistance managing invoices and any other task of QuickBooks, please don't hesitate to add them below. I'll be here to lend a hand.

conradzik
Level 1

How do I add a subtotal line/function on the new Invoice model? I had it on the old version and I am not happy that it was removed. If anyone can please help?

The **** is wrong with you Intuit? Don't change the "experience" (lol) without first adding all the necessary features of the old one. What a joke.

 

The only reason why I pay you guys is because my accountant asks me to. 

OTB2012
Level 1

How do I add a subtotal line/function on the new Invoice model? I had it on the old version and I am not happy that it was removed. If anyone can please help?

YES!  Please add the subtotal button again.  This is such simple tool, that we use for every invoice. 

kylie8
Level 2

How do I add a subtotal line/function on the new Invoice model? I had it on the old version and I am not happy that it was removed. If anyone can please help?

I have used the subtotal function on every invoice I've sent out since I started my business 10 years ago.  How in the world do you just remove a functioning and useful item for no reason?  Why?

SirielJeaB
Moderator

How do I add a subtotal line/function on the new Invoice model? I had it on the old version and I am not happy that it was removed. If anyone can please help?

We understand the relevance of a streamlined process in managing invoices, kylie8.

 

We're still rolling out comments and suggestions concerning the new invoice experience. The subtotal button is currently unavailable in the new layout. I suggest sending your comments to our product developers so they consider including them in upcoming updates. 

 

To send feedback:

 

  1. Click the Gear icon, then select Feedback.
  2. Type in your feature request.
  3. Click Next to submit.

 

To know more about the new invoice layout, you can read this article: See what’s new with estimates and invoices in QuickBooks Online.

 

You'll want to personalize the data in your sales forms moving forward. 

 

Click the Reply button below if you have other invoice-related concerns. I'll circle back to you and look forward to assisting you. 

BigRedConsulting
Community Champion

How do I add a subtotal line/function on the new Invoice model? I had it on the old version and I am not happy that it was removed. If anyone can please help?

@SirielJeaB  RE: We're still rolling out comments and suggestions concerning the new invoice experience.

 

That word salad makes no sense.  How do you roll out a comment?

kylie8
Level 2

How do I add a subtotal line/function on the new Invoice model? I had it on the old version and I am not happy that it was removed. If anyone can please help?

I have sent my feedback multiple times with no response or any way of knowing if it was received or not.  It's like shouting into a black hole.  

komatthew
Level 2

How do I add a subtotal line/function on the new Invoice model? I had it on the old version and I am not happy that it was removed. If anyone can please help?

Just found out about this! Its crazy they would remove the sub-total feature. I use this on every invoice to breakdown services and reimbursables for the client.

Please bring this back QB!!!

RhoiceW
QuickBooks Team

How do I add a subtotal line/function on the new Invoice model? I had it on the old version and I am not happy that it was removed. If anyone can please help?

Hello Matthew. 

 

I understand that you need the subtotal function to make invoices. However, this feature isn't currently available in our new invoice layout, and we don't have a specific timeline for its release. Rest assured our engineers are working on it as quickly as possible.

 

To add this feature, I recommend sending feedback to our product developers to let them know about your request to get the subtotal feature reinstated.

 

Here's how:

  1. Sign in to your QuickBooks Online(QBO) account.
  2. Click the Gear icon at the top, then Feedback.
  3. Enter your comments or product suggestions.
  4. Press Next.

 

Once done, our designated team will review it. You can track your feature requests through the QuickBooks Online Feature Requests website.

 

Also, you can check this article to learn how to personalize your sales form: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

In addition, if you want to learn how to set up estimates in QBO: Create and send estimates in QuickBooks Online


If you have any other concerns that need assistance in managing your invoice, don't hesitate to comment. We're glad to assist you always.

GMmeida
Level 1

How do I add a subtotal line/function on the new Invoice model? I had it on the old version and I am not happy that it was removed. If anyone can please help?

WHYYYYYYYYY? Where? Enhancements mean adding to functionality not taking away! What a terrible decision to just eliminate Subtotals. Did someone just forget? Obviously you did not ask the community or your audience.

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