QuickBooks Team
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Re: how do I use multiple subtotals in 1 invoice

Hi VDW_2019,

 

Thanks for reaching out. I can help with entering multiple subtotals on your invoice. With QuickBooks Desktop, it's super simple to enter as many subtotals as you need on your invoices so that you and your customers can clearly see whatever breakdowns you need. BRC has given you a great example, now here's how to do it.

 

In program, subtotals are treated as their own line items, meaning the first step is to make sure you have Subtotal set up as a line item in your account. Open up the Item List through the Lists menu and see if you have it there. If not, here's how to create it.

  1. Click Item at the bottom of the Item List window.
  2. Select New Item.
  3. Use the Type drop-down to pick Subtotal.
  4. Name the item (e.g. Subtotal).
  5. Click OK.

Now let's add it to an invoice. Open up an invoice and start adding line items. When you get to the point where you want to add a subtotal, choose the Subtotal item you just created. Add the other items you'd like and when you come to the next subtotal point, add the Subtotal item again. Do this as many times as needed.

 

Give that a shot and let me know how it goes! Stop by again if you need more help. :)