Add a Subtotal line in estimate

Specific need: to apply a discount to food & beverage Subtotal, while other items are added to the estimate without adding to the discounted Subtotal. So, the Subtotal line may fall in the middle of the estimate, if that makes sense. This works only when in Windows. I often use the app on iPad using iOS. A Subtotal line added in windows shows when I open in the app, but doesn’t update with changes. Additionally, I can’t find a way to add the Subtotal line when creating the estimate in iOS app. 

Thanks for sharing your concern here in the Community, @kherron.

Let me outline the steps to accomplish adding a subtotal line in the estimate in your QuickBooks Online (QBO) account.

To add subtotals to estimates in QuickBooks Online, you can follow these steps:

1. Access your QuickBooks Online account and click on + New.

2. Under the Customers column, select Estimates.

3. Create a new estimate by filling in the necessary information.

4. At the bottom of the Product or Service section, click the drop-down arrow next to Add Product and Service.

5. From there, you will see the option to Add subtotal.

6. Click on it, and you can now add a subtotal to your estimate.

Here's a photo as a reference:

In addition, here’s a comprehensive guide on how you can convert your estimate directly into an invoice. When you convert it to an invoice, the estimate and the invoice are linked, which keeps your books accurate. You can also learn how to personalize and add specific information to your sales forms:

• Convert an estimate into an invoice in QuickBooks Online
• Customize invoices, estimates, and sales receipts in QuickBooks Online

Let me know if you have other queries regarding estimate or any QuickBooks-related concerns, @kherson. I'll get back to you as soon as possible to help you.