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dawnjohnson
Level 5

What happened to the subtotal feature on invoices?

How do I add a subtotal when creating an invoice?  I generate my invoices from the estimate (progress invoicing).  Sometimes, I have reimbursable expenses to add to my progress invoice.  In that case, I have in the past clicked a "subtotal" button so that the estimate portion is separate from the reimbursables and then both are reflected in the total.  
7 Comments 7
AlverMarkT
QuickBooks Team

What happened to the subtotal feature on invoices?

It's great to have you again in the QuickBooks Community, @dawnjohnson.

 

While the add subtotal option isn't directly visible, you can access it from beside the Add product or service dropdown arrow. I can assist you in accomplishing this QuickBooks Online's (QBO).

 

You can refer to the steps below to add a subtotal line item to your invoices. I've also added a screenshot after the steps.

 

  1. In your invoice, and hover over Add product or service button.
  2. Click on the drop-down arrow.
  3. Select Add subtotal.

 

After this, I'm adding this article as a guide to recording customer payments in QBO: Record invoice payments in QuickBooks Online.

 

We'll be here in the Community if you have further questions about adding subtotal line items in QBO. We'll do our best to assist.

dawnjohnson
Level 5

What happened to the subtotal feature on invoices?

Great, thanks!

 

JoesemM
Moderator

What happened to the subtotal feature on invoices?

Hello there, dawnjohnson.

 

I’m glad to know that the information provided by my colleague above has helped you to figure this out. Thank you for doing business with us in QuickBooks.

 

If you have any other concerns about QuickBooks count me in. I'll surely get back to you. Take care

KA_HFS
Level 1

What happened to the subtotal feature on invoices?

I use the "Add subtotal" feature on a regular basis, however, the functionality has changed it has become very tedious to use.  We used to be able to insert the subtotal line directly in the line where you need it, being where you place your cursor within the invoice.  Now, the subtotal line gets added to the very end/last line of the invoice and it has to be physically moved up to the line where you need it to be inserted.  Why has the functionality changed and can it be changed back to the previous way to enable a much easier way of working within an invoice?  Some customers have very detailed invoices and include several line items /pages so this becomes very tedious and time consuming when editing these long invoices.  

KA_HFS
Level 1

What happened to the subtotal feature on invoices?

I use the "Add subtotal" feature on a regular basis, however, the functionality has changed it has become very tedious to use.  We used to be able to insert the subtotal line directly in the line where you need it, being where you place your cursor within the invoice.  Now, the subtotal line gets added to the very end/last line of the invoice and it has to be physically moved up to the line where you need it to be inserted.  Why has the functionality changed and can it be changed back to the previous way to enable a much easier way of working within an invoice?  Some customers have very detailed invoices and include several line items /pages so this becomes very tedious and time consuming when editing these long invoices.  

CamelleT
QuickBooks Team

What happened to the subtotal feature on invoices?

Your sentiments regarding the subtotal feature on invoices are important and deserve to be heard and considered thoroughly, KA_HFS.

Functionality changes are frequently driven by requests or suggestions from users. Our product engineers regularly update the software to improve its features and fix bugs. These updates can sometimes change how certain features work.

At this time, while you can share your thoughts and recommendations with our product development team, the option to revert to the previous version isn't possible. Rest assured, they are dedicated to reviewing every piece of information they receive, so please know your thoughts on the matter will not go unheard. Customer feedback is essential to our growth and development as we strive to make QuickBooks a better experience for everyone.

Here's how to send one:
 

  1. Go to the Gear icon and choose Feedback.

    gear icon-feedback.PNG

  2. Enter your comments/suggestions about the subtotal feature.

    next to submit.PNG

  3. Click Next to submit.
     

I look forward to incorporating your insights into our ongoing efforts to enhance our products. The designated team carefully analyze and prioritize these to ensure our updates align with your needs and expectations. If you have questions about managing invoices, running reports, or other QBO tasks, post a reply below, KA_HFS. The Community and I are always available to lend a hand. 

KA_HFS
Level 1

What happened to the subtotal feature on invoices?

Thank you for your reply.

I will submit my feedback to QB as recommended.

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