QuickBooks has four item types that perform calculations on the
amounts of a sales form (invoice, sales receipt, etc.). If you want QuickBooks to perform any of these
calculations, you must have an item for each calculation that you
These are the calculation items you can set up:
Use when calculating
A subtotal. You must use a subtotal item before calculating a
discount or a charge that covers several items.
An amount to be subtracted from the total. If you are applying
the discount to more than one item, you must first use a subtotal
item and then apply the discount to the subtotal.
Partial payment you receive at the time you write an invoice. A
payment item reduces the amount owed on an invoice.
The sales tax rate that QuickBooks calculates in the Tax field on sales
For details on how to set up an item, click the type.