Solved

Invoice Templates: Adding totals for non-taxable and taxable items (QB 2013 Premier)

Posted on 2013-01-07
4
635 Views
Last Modified: 2013-01-22
How can I make a custom invoice template that has multiple totals across the bottom:

Non-taxable, Taxable, Sales Tax, Total.
0
Comment
Question by:silentreproach
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 2
  • 2
4 Comments
 
LVL 95

Accepted Solution

by:
John Hurst earned 500 total points
ID: 38754329
Native invoice templates in QB V2013 (and in prior versions) will not do that. Each invoice line should have its source in an item (sales items) and the items indicate what is taxable and what it not. You can show taxable / non-taxable on each line.

But then the tax total is at the bottom under the dollar amounts. I see a number of different invoice formats (from a number of different systems) in my consulting work and this approach is very standard.

If you need the customization you want, you would have to see if there is a third party add-on to format invoices.

.... Thinkpads_User
0
 

Author Comment

by:silentreproach
ID: 38768274
Thank you, I will look for a third party template to meet our requirements and if no better solution arises shortly, I will award the points to you.
0
 

Author Comment

by:silentreproach
ID: 38787994
We have not yet found a third party template to do this. However, I think we have been able to create a template that works - accounting department is testing. Will keep you posted.
0
 
LVL 95

Expert Comment

by:John Hurst
ID: 38807051
Thank you and thanks for the update.  .... Thinkpads_User
0

Featured Post

Free Tool: IP Lookup

Get more info about an IP address or domain name, such as organization, abuse contacts and geolocation.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

By Linda Saltz Customized item descriptions from bills DO import into a customer invoice!   This is a wonderful tip for companies that want to use generic items like Hardware, Software, Mileage, Travel in their item list which helps keep the i…
You may need to view past transactions from previous QuickBooks files or other QuickBooks company files when:       1. you are working in another QuickBooks file       2. QuickBooks is closed QuickBooks users who would benefit from this artic…
Attackers love to prey on accounts that have privileges. Reducing privileged accounts and protecting privileged accounts therefore is paramount. Users, groups, and service accounts need to be protected to help protect the entire Active Directory …

732 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question