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Replying to:
FateCandylaneT
QuickBooks Team

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It's great to have you join this forum, Brenda17200. Let me provide additional insights to help acquire subtotals on each item when running reports in your account.

 

You can create and run Custom Summary Reports in QuickBooks to enable the subtotal in each of your items to show all in one report. Then, export this data and update its changes in the Excel file. To help you with the process, refer to the steps below:

 

  1. In your QuickBooks Desktop file, go to Reports.
  2. Click on Custom Reports and select Summary.
  3. Modify the reporting period and click Customize report.
  4. From the Display tab, choose Item detail under the Display columns by dropdown and select Customer under the Display rows by section.
  5. Filter all necessary details and click OK.

 

custom summary reports.png

 

This should display all the detailed totals of your items under each job. Once ready, export this report to an Excel file and if need be, just click the Update report icon from the downloaded document.

 

image (4).png

 

Moreover, I'm sharing this resource to help you save the customization settings made to your reports: Create, access, and modify memorized reports.

 

I'll keep an eye on this thread if there's anything else you need further assistance with when managing items and reports in your account. Let me know anytime in the comments below. I'll make sure to get you covered. Keep safe!

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