How To Add Subtotal In Quickbooks Online Invoice?

How to Add a Subtotal in QuickBooks Online Invoices

QuickBooks Online is a popular accounting software for small businesses. It offers a variety of features to help you manage your finances, including the ability to create and send invoices. When you create an invoice in QuickBooks Online, you can add a subtotal to calculate the total amount due before taxes and other charges. This can be helpful for customers who want to see a breakdown of their charges before they pay.

In this article, we will show you how to add a subtotal to an invoice in QuickBooks Online. We will also provide some tips on how to use subtotals effectively.

Step 1: Create an invoice

The first step is to create an invoice in QuickBooks Online. To do this, click the Invoices tab and then click the New button.

Step 2: Add the customer and items

Next, you need to add the customer and the items that you are invoicing. You can do this by entering the customer’s name and address, and then adding the items that you are selling.

Step 3: Add the subtotal

Once you have added the customer and items, you can add the subtotal. To do this, click the More button and then click the Subtotal button.

Step 4: Save the invoice

Once you have added the subtotal, you can save the invoice. To do this, click the Save button.

Tips for using subtotals effectively

• Use subtotals to break down your charges into different categories. This can help your customers understand what they are paying for.
• Use subtotals to calculate discounts. You can create a subtotal for the items that are eligible for a discount, and then apply the discount to the subtotal.
• Use subtotals to calculate taxes. You can create a subtotal for the items that are taxable, and then apply the taxes to the subtotal.

By following these tips, you can use subtotals to effectively manage your invoices and make it easier for your customers to pay.

Step	Action	Explanation
1	Click the Invoices tab.	This will open the list of all your invoices.
2	Click the Create Invoice button.	This will open the invoice creation wizard.
3	Enter the details of your invoice.	This includes the customer name, the products or services you are providing, and the amount due.
4	Click the Add Subtotal button.	This will add a subtotal line to your invoice.
5	Click the Save button.	This will save your invoice.

How to Add Subtotal in Quickbooks Online Invoice?

Quickbooks Online is a popular accounting software that allows businesses to create and manage invoices. Adding a subtotal to an invoice is a simple process that can be done in just a few steps.

Step 1: Open the Invoice

To add a subtotal to an invoice, you first need to open the invoice. You can do this by clicking on the “Invoices” tab in the Quickbooks Online dashboard, and then selecting the invoice you want to add the subtotal to.

Step 2: Add the Subtotal

Once you have opened the invoice, you can add the subtotal by following these steps:

1. Click on the “Line Items” tab at the top of the invoice.
2. Select the line item that you want to use as the subtotal.
3. In the “Amount” column, type in the subtotal amount.
4. Click on the “Save” button.

The subtotal will now be added to the invoice. You can verify this by looking at the bottom of the invoice. The subtotal will be listed below the line items and above the total amount.

Adding a subtotal to an invoice in Quickbooks Online is a simple process that can be done in just a few steps. By following the steps in this guide, you can easily add subtotals to your invoices and improve the overall look and readability of your invoices.

Additional Tips

Here are a few additional tips for adding subtotals to your invoices in Quickbooks Online:

• You can add multiple subtotals to an invoice. This can be useful if you have different types of line items on your invoice.
• You can also add a grand total to your invoice. The grand total will be listed at the bottom of the invoice, below all of the subtotals.
• You can change the format of the subtotals on your invoice. You can do this by clicking on the “Format” tab at the top of the invoice.
• You can also print the subtotals on your invoices. To do this, click on the “Print” button at the top of the invoice.

By following these tips, you can easily add subtotals to your invoices in Quickbooks Online and improve the overall look and readability of your invoices.

Step 1: Create a New Invoice

To add a subtotal to an invoice in QuickBooks Online, you first need to create a new invoice. To do this, follow these steps:

1. Go to the Invoices tab in the QuickBooks Online dashboard.
2. Click the New Invoice button.
3. Enter the customer’s name and address.
4. Select the date of the invoice.
5. Enter the details of the products or services you are selling.
6. Click the Save button.

Step 2: Add the Subtotal

Once you have created a new invoice, you can add a subtotal by following these steps:

1. Click the More button in the lower right corner of the invoice.
2. Select the Subtotal option.
3. Enter the amount of the subtotal.
4. Click the Save button.

Step 3: Save the Invoice

Once you have added the subtotal to the invoice, you need to save it. To do this, click the Save button in the upper right corner of the invoice.

Step 4: Preview the Invoice

You can preview the invoice to make sure that it looks correct. To do this, click the Preview button in the upper right corner of the invoice.

Adding a subtotal to an invoice in QuickBooks Online is a simple process. By following these steps, you can easily create invoices that are accurate and professional.

How do I add a subtotal to an invoice in QuickBooks Online?

1. Go to the Invoices tab and click New.
2. Enter the customer information and the details of the invoice.
3. In the Items section, enter the items you are selling and their prices.
4. Click Add.
5. In the Totals section, click Subtotal.
6. Enter the amount of the subtotal.
7. Click Save.

What happens if I don’t add a subtotal to an invoice?

If you don’t add a subtotal to an invoice, the total amount of the invoice will be calculated automatically. However, it may be difficult for your customers to see how much they are being charged for each item.

Can I add multiple subtotals to an invoice?

Yes, you can add multiple subtotals to an invoice. This can be useful if you want to break down the total amount of the invoice into different categories.

How do I change the subtotal on an invoice?

To change the subtotal on an invoice, follow these steps:

1. Go to the Invoices tab and click the invoice you want to change.
2. In the Totals section, click Subtotal.
3. Enter the new amount of the subtotal.
4. Click Save.

Can I delete a subtotal from an invoice?

Yes, you can delete a subtotal from an invoice. To do this, follow these steps:

1. Go to the Invoices tab and click the invoice you want to change.
2. In the Totals section, click Subtotal.
3. Click Delete.
4. Click Save.

In this blog post, we have discussed how to add a subtotal in QuickBooks Online invoice. We have covered the steps involved in adding a subtotal to both invoice templates and custom invoices. We have also provided some tips on how to format your subtotals for maximum impact.

We hope that this blog post has been helpful. If you have any questions or need further assistance, please do not hesitate to contact us.