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Create subtotal items

Used on sales forms, a subtotal item totals the amounts of the items above it, up to the last subtotal. You must create a subtotal item if you ever want to apply a percentage discount or surcharge to several items.

Because QuickBooks calculates percentages only on the line above, you must subtotal the items before entering a discount item that calculates on a percentage basis.

To do this task

  1. Go to the Lists menu and click Item List.

  2. Click Item at the bottom of the list and click New.

  3. Click the Type drop-down arrow and then click Subtotal.

  4. Enter an item name, such as Subtotal.

  5. Enter the description that you want QuickBooks to put on your sales forms when you apply the subtotal.

  6. Record the item.

    Record the item.

See also

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PPRDQSSWS902 9142 Pro 2018 8862bf