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heather1975
Level 2

Why can't I get a SUBTOTAL of the total Cost Amount of a GROUP in an estimate? When using a discount, Why is the discount subtracting from the the total COST Amount from a GROUP on an estimate?

When doing an estimate, I want to know what our total cost is in a kit (Grouped Items). 

Unfortunately I have 2 problems:

1. It will not SUBTOTAL out the Total Cost AMOUNT in an estimate-

  • I have gone to the SUBTOTAL in the ITEM List and checked AMOUNT but it still will not total it out the AMOUNT collumn. It only Totals out the rate (cost per item) which is worthless because quantities are not taken into account.  

2. When using a DISCOUNT for a GROUP of items- The discount is taken from the TOTAL COST, which makes no sense because a discount does not have anything to do with the cost of an item. Is there any way to fix this?   

 

Can you help me fix these problems?

7 Comments 7
MaryLurleenM
Moderator

Why can't I get a SUBTOTAL of the total Cost Amount of a GROUP in an estimate? When using a discount, Why is the discount subtracting from the the total COST Amount from a GROUP on an estimate?

Hello there, heather1975,

 

I have created an estimate here on my end with the same one you provided. I'm able to replicate it with subtotal and the discounts.

 

There might be a data damage on the group created. Let's recreate the group, then create an estimate again.

 

Here's an article to know more about adding items in QuickBooks Desktop: Add, edit, and delete items.

 

Creating an estimate is part of your usual A/R workflow in QuickBooks Desktop: Accounts Receivable workflows in QuickBooks Desktop.

 

Let me know how it goes so I can assist you further if there's a need to.

heather1975
Level 2

Why can't I get a SUBTOTAL of the total Cost Amount of a GROUP in an estimate? When using a discount, Why is the discount subtracting from the the total COST Amount from a GROUP on an estimate?

Do you have the discount and subtotal within the group?

heather1975
Level 2

Why can't I get a SUBTOTAL of the total Cost Amount of a GROUP in an estimate? When using a discount, Why is the discount subtracting from the the total COST Amount from a GROUP on an estimate?

print screen quick books.png

ShiellaGraceA
QuickBooks Team

Why can't I get a SUBTOTAL of the total Cost Amount of a GROUP in an estimate? When using a discount, Why is the discount subtracting from the the total COST Amount from a GROUP on an estimate?

Hi there, @heather1975.

 

You can add the discount and the subtotal item within the group. Then, enter the discount amount in the estimate. Let me walk you through how.

 

  1. Go to Lists, then Item List.
  2. Look for the group in question and then Edit Item.
  3. Add the discount item and the sub-total item towards the bottom of the group.
  4. Click OK.

Also, you'll want to check your subtotal item if its set to amount. This way, it'll add the amount column and not the cost. Here's how:

 

  1. Go to Lists, then Item List.
  2. Look for the subtotal item and then Edit Item.
  3. Put a mark next to Amount and the not the Cost.
  4. Hit OK.

Once done, create an estimate again and check if it's now working fine. You can check this handy article for more information about editing items

 

You can also check our in-product related articles about estimates. Just go to Help, and then QuickBooks Desktop Help or F1.

 

If you have other clarifications or concerns, please don't hesitate to drop a comment below. I'm more than happy to help. Have a great weekend.

heather1975
Level 2

Why can't I get a SUBTOTAL of the total Cost Amount of a GROUP in an estimate? When using a discount, Why is the discount subtracting from the the total COST Amount from a GROUP on an estimate?

What about the discount.  How can I get it to not subtract from the Amount?

heather1975
Level 2

Why can't I get a SUBTOTAL of the total Cost Amount of a GROUP in an estimate? When using a discount, Why is the discount subtracting from the the total COST Amount from a GROUP on an estimate?

I have done all of these things, see photo that I have attached.  However, in an ESTIMATE, Rate still doesn't subtotal and the DISCOUNT still subtracts from the overall cost.  Did you see my attached photo

MarsStephanieL
QuickBooks Team

Why can't I get a SUBTOTAL of the total Cost Amount of a GROUP in an estimate? When using a discount, Why is the discount subtracting from the the total COST Amount from a GROUP on an estimate?

Hi there, @heather1975.

 

I'd like to clarify where did you want to deduct the discount? Is it from the sub-total or the over all total amount. Also, another screenshot with sketch would help me identify your concern.

 

You can also contact QuickBooks Online Phone team to perform screen share to expedite your concern.

 

I'll wait for your response here in the Community. I'd get back to you right away. Take care.

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