Subtotal of taxed parts

Well pilgrim you have come to the wrong place. This is a QuickBooks news group not a Quicken group.

I guess you did not read the message completely...OP posted: "If Invoice Manager won't do this, is there a QB program that will?" I think that question qualifies for a Quickbooks news group? Or at least, it does for me.

I don't know about Quicken's Invoice manager but in Quickbooks you specify each item to be taxable or non taxable and the program will calculate the sales tax accordingly. I suspect that the Invoice Manager is doing something similar. Using this method you don't need a subtotal of taxable items. All you have to do is specify the correct tax code for each item you sell. See if the Invoice manager works the same way.

Thank you for your response. Invoice Manager does let me specify which items are taxable and which aren't but I do need a subtotal of the taxable items to show up on the invoices. I have to track the total of parts that each tech uses each day and log those totals. The way it is now, I'd have to go through all the invoices separately and add them up manually, I don't have time for that with over 50 invoices a day some times. I wouldn't mind if it just gave me a "Sales tax x.xx% on $xxxx.xx" line or an actual "Subtotal - $xxxx.xx" line, but it must be separate from labor and other non-taxable items. It amazes me that a financial program doesn't separate taxable and non-taxable items, I've done bookkeeping for 30 years and have always had to keep those figures separate for end of year tax purposes and other reasons.

I'm sorry. I couldn't find a newsgroup dedicated to QuickBooks and I was also interested in finding out if QuickBooks Invoice Manager won't do what I need it to do, what, if any, Quicken program would.

QB has a Subtotal type of ITEM. That would display the taxable vs non taxable items for you while at the same time it would calc the sales tax on an individual line basis in the background. That would give you the best of both worlds.

Alternatively, I would suggest you investigate what reports are available to you. QB has the option of reporting by ITEM and/or Sales Rep by date which would give you the info you need faster than going through your invoices. This might be better in the long run as long as you don't have a requirement to show the subtotals on the invoices.

Thanks again for responding, I was really ready to pull my hair out here!

I'll definitely look into QuickBooks then. An automatic report of an item or even all the items by tech would sure save me a lot of time on a day to day basis as well as during tax season!!

Are you sure that Quicken Invoice manager does not have the necessary reports?

From the post I would say that the OP's company outgrew Quicken a long time ago.

I think so too.

The "quickbooks invoice manager" (not Quicken as the OP wrote) also appears to be a step between Quicken and Quickbooks. The OP probably should just upgrade to Quickbooks for more functionality and reports.

Well I guess that was the case. We bought QuickBooks Premier 2007 last night and so far, so good. I only worked with it until 2am so I don't have everything set up yet. At least the invoice I'd made in Invoice Manager transferred easily to QuickBooks. Now to play the game to get my money back for Invoice Manager. :( I'll have to go through Intuit because we bought it from CompUSA and now they're closing.

I can bet I'll be back with more questions once I get more into QuickBooks...although I did buy the "QuickBooks 2007 for Dummies" book too! ;)

Well I guess that was the case. We bought QuickBooks Premier 2007 last night and so far, so good. I only worked with it until 2am so I don't have everything set up yet. At least the invoice I'd made in Invoice Manager transferred easily to QuickBooks. Now to play the game to get my money back for Invoice Manager. :( I'll have to go through Intuit because we bought it from CompUSA and now they're closing.

I can bet I'll be back with more questions once I get more into QuickBooks...although I did buy the "QuickBooks 2007 for Dummies" book too! ;)