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How to make invoices with subtotals for multiple groups of line items?

DougR

I'm testing Quicken Classic B&P for Mac Version 8.5.2. I’m hoping to drop Quickbooks and do my freelance bookkeeping with QC B&P. In my first day of tests of invoices, I’ve found that I can NOT subtotal groups of line items. I’m sure the Quicken literature said it does subtotals.

SURPRISE, as I’m writing this, a Quicken representative called me to say they just finished engineering this feature for Windows but haven’t released it yet. It is supposed to be coming for Mac but no delivery date.

In the meantime, has anyone found a way to force it to do subtotals?

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Comments

jacobs

I don't believe there is any way to subtotal line items in Quicken Mac invoices.

UKR

Just for reference, for Quicken for Windows users:
There is, and always has been, a limited capability to create a Subtotal line for Customer Invoices.

However, because this creates a subtotal of ALL preceding line items within the invoice, you can only use it once per invoice.
Usage example: Add a Subtotal line item. Now add a Discount line item. The discount item applies to the amount of the preceding line item, Subtotal, which in turn applies to all preceding line items

So, I don't know what the rep you talked to was talking about … unless there's a major upgrade of the Invoices feature cooking in the Windows kitchen.

DougR

Hopefully a major upgrade to invoices for Mac also.

ChatGPT gave me examples of how other people in my industry workaround this limitation. I'll try them out, maybe it'll be better than how I've been doing it with subtotals in QuickBooks. Trying to leave QuickBooks because it's too expensive now.

jacobs

@DougR Clearly, Quicken management sees a viable market serving the small business community, in part due to QuickBooks becoming much more expensive; however, they are not aiming to directly compete with QuickBooks in terms of features or the users they serve. But this does seem like something that should be a plausible addition to Quicken Mac Business and Personal, since it is an existing feature in the Windows version. It may or may not be already on the development schedule for Quicken Mac, but it would probably be a good idea to create and Idea post (feature request) for this. Go to Product Ideas > Ideas for Mac Classic > Rental Properties and Business Tools and click the big blue New Idea button