QUANTITY TOTAL ON INVOICES

Quote:
"CAN SOMEONE PLEASE INFORM ME HOW TO ADD A FOOTER FIELD TO GET THE TOTAL ON QUANTITIY JUST LIKE IT DOES IN AMOUNT"

Please don't SHOUT, it's considered rude. Any options for fields will be available in the layout designer, just click the button at the top, add data field. See if what you are looking for is in there.

As far as I know there is no way to get totals of columns to print on an Invoice (sure would like it though).

Cat

Quote:
"As far as I know there is no way to get totals of columns to print on an Invoice (sure would like it though).

Cat"
I use the customer message box to show the total number of hours on an invoice.
In the layout designer I position the box so it is lined up directly below the "Hours" column.
For every invoice, you must add the hours up manually, and enter this number into the customer message box.
Every unique figure for hours has to be added as a new customer message.
I could not find any other way to do it.
It really is a pain. I cannot believe a feature like this would not be built into Quickbooks (but what else is new?).
Many customers of a service-based business want to see the total number of hours they are being charged in a particular billing period.

Quote:
"I use the customer message box to show the total number of hours on an invoice.
In the layout designer I position the box so it is lined up directly below the "Hours" column.
For every invoice, you must add the hours up manually, and enter this number into the customer message box.
Every unique figure for hours has to be added as a new customer message.
I could not find any other way to do it.
It really is a pain. I cannot believe a feature like this would not be built into Quickbooks (but what else is new?).
Many customers of a service-based business want to see the total number of hours they are being charged in a particular billing period."
You may want to use either one of the unused items under the header tab or add a custom item for customers and use that as a data entry field allowing you to retain Customer Message for its original purpose and not have numerous numerical entries for this field.

Quote:
"You may want to use either one of the unused items under the header tab or add a custom item for customers and use that as a data entry field allowing you to retain Customer Message for its original purpose and not have numerous numerical entries for this field."
Thanks! I knew there had to be a better way.
I'm still a rookie at Quickbooks.

Quote:
"CAN SOMEONE PLEASE INFORM ME HOW TO ADD A FOOTER FIELD TO GET THE TOTAL ON QUANTITIY JUST LIKE IT DOES IN AMOUNT"

You can use my CCRQInvoice integrated program that will provide you with a total of the quantity column in invoices. The program isn't compatible with all Canadian versions - 2008 single currency and 2009 are supported, if you have something older we might be able to work something out.

Hey Charlie, welcome to Canada! I thought you stuck to the Allstars - nice to see you here.

Cat

Hi, Cat - just cruising through. I've been doing compatibility testing all morning with the UK and new Canadian releases of QB, so I thought I'd take a look over here. This forum is so different than the US one - I can't say that I'll be hanging out here as much as I do at the US forum. Too many things going on...

Connor at Intuit, if you'll pay a little more attention to what was asked, what we're looking for is a subtotal field for the Quanity column, not somewhere that we can MANUALLY enter it, after we've had to MANUALLY calculate it. I'm not an Intuit programmer or support person, but even I know that there isn't any kind of subtotal or total field in the layout designer.

Also, some people may just be using their upper case unintentionally, therefore don't need to be slapped on the wrist about their 'manners' - we are FRUSTRATED by the time we have to resort to entering this forum and having to sort through all of the info here, looking for the particulars that we require, and are looking to Intuit to help us with all of the newly-encountered problems, that never existed prior to the 2008 (and now 2009) "upgrades".

We need calm, understanding, mature, professional advice. QuickBooks used to be a dream to work with, and now it's rapidly devolving into a time-consuming mess.

Quote:
"Hi, Cat - just cruising through. I've been doing compatibility testing all morning with the UK and new Canadian releases of QB, so I thought I'd take a look over here. This forum is so different than the US one - I can't say that I'll be hanging out here as much as I do at the US forum. Too many things going on..."

Quote:
"Connor at Intuit, if you'll pay a little more attention to what was asked, what we're looking for is a subtotal field for the Quanity column"

Esther, love your input. In some respects, I agree with your post regarding QTY subtotals, however, if one has an invoice with multiple/varying items, a subtotal would be meaningless, which is why, I suspect, Intuit didn't allow for it. The only way I see your problem resolved is to make subtotals available for single items only. Let me know if I'm off base and, Charlie, your input is charming.

Barry

Hi Barry!

I'm assuming that your lovely wife is sound asleep now as, like me, you're one of the few people fool enough to be worrying about QB at this time of night. I am looking forward to the day (night) when I can (hopefully) give up working nights and weekends!

Thanks for YOUR input too - it is always valuable and I appreciate it.

I do categorize my items into sections per item (and therefore units of measure as well) and use the subtotal line for each section, so a totaling ability of the Quantity column on the subtotal line is what I'm asking Intuit for. Eg: all of my Items that are, say "Sand" which is sold in units of measure by the tonne, are in one section with a subtotal line; followed by the trucking costs, which are sold in units of measure by the hour, so the two units of measure don't get muddled; therefore, QuickBooks should be able to subtotal the Quantity column, just as it subtotals the Amount column. The subtotal line (which is set up in Item List as a Type, and is set up to automatically ignore anything already subtotaled above it) works really well and is perfect for my purposes, other than the inability to subtotal the Quantity column.

Quote:
"Esther, love your input. In some respects, I agree with your post regarding QTY subtotals, however, if one has an invoice with multiple/varying items, a subtotal would be meaningless, which is why, I suspect, Intuit didn't allow for it. The only way I see your problem resolved is to make subtotals available for single items only. Let me know if I'm off base and, Charlie, your input is charming.

Barry"

Quote:
"Hi Barry!

I'm assuming that your lovely wife is sound asleep now as, like me, you're one of the few people fool enough to be worrying about QB at this time of night. I am looking forward to the day (night) when I can (hopefully) give up working nights and weekends!

Thanks for YOUR input too - it is always valuable and I appreciate it.

I do categorize my items into sections per item (and therefore units of measure as well) and use the subtotal line for each section, so a totaling ability of the Quantity column on the subtotal line is what I'm asking Intuit for. Eg: all of my Items that are, say "Sand" which is sold in units of measure by the tonne, are in one section with a subtotal line; followed by the trucking costs, which are sold in units of measure by the hour, so the two units of measure don't get muddled; therefore, QuickBooks should be able to subtotal the Quantity column, just as it subtotals the Amount column. The subtotal line (which is set up in Item List as a Type, and is set up to automatically ignore anything already subtotaled above it) works really well and is perfect for my purposes, other than the inability to subtotal the Quantity column."

Esther, I seem to have found an extra hour!

I hear what you're saying loud and clear. I have also been a tiny bit frustrated with 'subtotals' in the amount columns as one can only have 1 subtotal. By that, I mean, if one adds one subtotal, the next one accumulates so the second and subsequent ones are meaningless. I've been forced to provide alternate QB reports to break down the invoice. Without the ability to request subtotals by Items on Invoices, etc., I think we're hooped. On the other hand, I don't think there are any programs out there that could compete or add this feature, but will wait patiently to be proven wrong.

By the way, thanks for your words of encouragement. (My bride is, incidentally, sleeping soundly)

Barry

Hi again!

Hmmm... I'm not sure if we're talking about the same thing. As QB says, the subtotal line totals all the lines above it, up to the last subtotal; so it works perfectly well for my purposes, including the Amount column, I just want the Quantity column to subtotal as well.

I just reread your post, and I understand what you mean about the subsequent ones sometimes being meaningless - I do have that problem as well, and just have to design my sections carefully, in order to avoid it. ie: If I subtotal a section and then add another charge to the subtotal line, based on that total (for instance, an environmental fee based on a percentage of the subtotal amount), I can't subtotal those two amounts together, as it subtotals only to the previous subtotal line, and also adds that enviro charge to the subtotal of the next section. As I said, I have to design my invoice around those problems, so it's a limited feature, but I still use it on every invoice.

Quote:
"Esther, I seem to have found an extra hour!

I hear what you're saying loud and clear. I have also been a tiny bit frustrated with 'subtotals' in the amount columns as one can only have 1 subtotal. By that, I mean, if one adds one subtotal, the next one accumulates so the second and subsequent ones are meaningless. I've been forced to provide alternate QB reports to break down the invoice. Without the ability to request subtotals by Items on Invoices, etc., I think we're hooped. On the other hand, I don't think there are any programs out there that could compete or add this feature, but will wait patiently to be proven wrong.

By the way, thanks for your words of encouragement. (My bride is, incidentally, sleeping soundly)

Barry"

Quote:
"Hi again!

Hmmm... I'm not sure if we're talking about the same thing. As QB says, the subtotal line totals all the lines above it, up to the last subtotal; so it works perfectly well for my purposes, including the Amount column, I just want the Quantity column to subtotal as well."

Hi Esther, I stand corrected. I've learned something new, although I rarely use Subtotals.

Thanks for the heads-up,

Barry

Quote:
"ie: If I subtotal a section and then add another charge to the subtotal line, based on that total (for instance, an environmental fee based on a percentage of the subtotal amount), I can't subtotal those two amounts together, as it subtotals only to the previous subtotal line, and also adds that enviro charge to the subtotal of the next section. As I said, I have to design my invoice around those problems, so it's a limited feature, but I still use it on every invoice."

By the way, Esther, would Edit>Insert line on the invoice help with this problem?

Barry

I can think of a number of situtations where subtotals on the quantity would be desireable. It is true that it might not be meaningful in many situtations. However, if you have a uniform product of some sort, it could. One example - time. If you are billing hours, you might want to see a subtotal of the hours by grouping. All of the hours for installation, all of the hours for design, etc. Of course, you have to organize the order to make the subtotals make sense.

Another example - I'm working with a scrap metal dealer and all of the items are measured in pounds. So a subtotal of the pounds for type of metal is very valuable.

I'm modifiying my CCRQInvoice product (which I referenced earlier) to include the ability to provide subtotals in custom columns. We cannot, within the QB programming interface for outside developers, put the subtotal of the QUANTITY field on the form (it has to be a zero or one, essentially, so it won't mess up the "amount" column). You could copy the quantity into a custom field and then have the subtotal of the custom field showing (with my product), I guess.

While we are adding to the "wish list" I only use amounts on my Invoices and would indeed love to see a column total (not to be confused with "subtotal"). When we have Base Contract Amounts followed by multiple change orders our Customers want to see the grand total of the contract, which we now have to add manually and then hand write on the Invoice (tacky, tacky).

Cat

Quote:
"While we are adding to the "wish list" I only use amounts on my Invoices and would indeed love to see a column total (not to be confused with "subtotal"). When we have Base Contract Amounts followed by multiple change orders our Customers want to see the grand total of the contract, which we now have to add manually and then hand write on the Invoice (tacky, tacky).

Cat"

Hey, Cat - are you saying you want a total of the quantity column? You didn't say which "column" you want totalled.

If it is the Quantity column, my product does that for you (although it might or might not work depending on what version of QB you have). If it is other columns, that is coming soon...