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Create Subtotal Items in QuickBooks Pro – Instructions

by / Thursday, 19 October 2017 / Published in Latest, Quickbooks

Create Subtotals Items in QuickBooks Pro: Overview

            You can create Subtotal Items in QuickBooks Pro in the Item List. A “Subtotal” item totals all the previous items within an invoice or sales receipt. It totals all items up to the last subtotal entered, if one was entered. This helps total all the previous line items in an invoice before applying a discount to the subtotal amount.

            You create Subtotal items in QuickBooks Pro by opening the “Item List.” To create a new “Subtotal” item, click the “Item” button in the lower-left corner of the list window. Then select the “New” command. In the “New Item” window, select “Subtotal” from the “Type” drop-down.

            Enter a name for the subtotal into the “Item Name/Number” box. Then enter a description of the subtotal to display in invoices and sales receipts into the “Description” field. After you have created the “Subtotal” item, click the “OK” button to save the item into the “Item List.”

Create Subtotal Items in QuickBooks Pro - Instructions: A picture of a user creating a subtotal item within QuickBooks Pro.

Create Subtotal Items in QuickBooks Pro – Instructions: A picture of a user creating a subtotal item within QuickBooks Pro.

Create Subtotals Items in QuickBooks Pro: Instructions

  1. To create Subtotal Items in QuickBooks Pro, select “Lists| Item list” from the Menu Bar to open the “Item List” window.
  2. Then click the “Item” button in the lower-left corner of the list window.
  3. Then select the “New” command.
  4. In the “New Item” window, select “Subtotal” from the “Type” drop-down.
  5. Enter a name for the subtotal into the “Item Name/Number” field.
  6. Then enter a description for the subtotal to display in invoices and sales receipts into the “Description” field.
  7. Click the “OK” button to save the item into the “Item List.”

Create Subtotals Items in QuickBooks Pro: Video Lesson

            The following video lesson, titled “Subtotals,” shows you how to create subtotal items in QuickBooks Pro. This video lesson is from our complete QuickBooks Pro 2017 tutorial, titled “Mastering QuickBooks Made Easy v.2017.”

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