How to Add Calculations in QuickBooks Reports
Ask the Accountant…
Question: Can I add calculations to reports in QB Premier?
Answer: Yes. QB Premier has a wide array of reports, and you can access the QuickBooks Community for contributed reports.
All QB Premier reports can be expanded by way of a link to Excel. Click on Excel at the top of the report, and select “create a new worksheet” or “add to an existing worksheet.” The data will then be put into an Excel file, which will give you a great deal of flexibility to manage the report, add calculations or perform edits, so the report is shown and calculated exactly as you want.
Please email your questions to Harriet at Ask The Accountant.
QuickBooks Premier and Enterprise can be modified to better serve ad specialty distributors. Harriet Gatter is a QuickBooks ProAdvisor, a former accounting professor and a former ad specialty distributor. She advises ad specialty distributors to use QuickBooks Premier and Enterprise, often in conjunction with other industry-specific software, to manage the complexities of the ad specialty business, with the results being time saved, errors eliminated and an overall accurate accounting of your business. Contact her at firstname.lastname@example.org.