Creating subtotal items

A subtotal item adds up the amounts of the items above it, up to the last subtotal. Create a subtotal item if you want to apply a percentage discount to several items. Because QuickBooks calculates percentages only on the line above, you need to subtotal the items before entering a discount item that calculates on a percentage basis.

To create subtotal items:

  1. Choose Lists > Items.
  2. Click the + at the bottom of the list.
  3. In the Type field of the New Item window, choose 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.