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FormCalc
for QuickBooks
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   Tutorial: Steps 6 - 8  
   Tutorial: Steps 9 - 15  
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FormCalc for QuickBooks

"Who says you can't do calculations on a QuickBooks form?"

FormCalc™ lets you do calculations in any QuickBooks form where Items are used...

Invoices
Sales Receipts
Estimates / Quotes
Credit Memo / Refunds
Purchase Orders
Sales Orders
 

FormCalc lets you create different sets of calculations for different forms. And you only need to set up those calculations once...after that, applying the calculations to a form is a simple as pressing a button.
 

FormCalc works right there on the form you are entering/editing. You don't have to leave QuickBooks, or save the form's contents and load it into some other program, etc. And when FormCalc is done applying calculations to a form, the results are right there on the form too--they're part of the form's data, ready to save, print, or email to your customer.
 


Video! Watch a FormCalc Video...

Flash Format

Videos in Flash format start playing moments after you click on one of these links, but require the free Flash player plug-in.

Lesson 1:
FormCalc...What Can it Do?

With sound (0.7 Mb)
No sound (0.2 Mb)
 

Lesson 2:
How to Add a Calculated Column

With sound (4.0 Mb)
No sound (1.7 Mb)
 

Lesson 3:
How to Total a Column

With sound (2.4 Mb)
No sound (1.0 Mb)
 
If Flash movies don't play in your browser, you may need the free Flash player plug-in.

.EXE Format

These videos do not require special player software.

To view an .EXE video:  (1) Click on any of the links below to begin downloading the video file. (2) If asked, choose to Save the file on your computer. (3) After the file has downloaded, run the file on your computer to see the video.
 

Lesson 1:
FormCalc...What Can it Do?


With sound (1.8 Mb)

 

Lesson 2:
How to Add a Calculated Column


With sound (5.8 Mb)

 

Lesson 3:
How to Total a Column


With sound (2.6 Mb)

 


A QuickBooks Invoice...Before and After

Here's the detail area of a QuickBooks invoice, before calculation by FormCalc.

And here's the same invoice after processing by FormCalc. (The FormCalc results are shown in red to make them stand out, but in actual use they would appear in the same color as other text on the form.)

What did FormCalc do here?

  • It multiplied the Quantity column by the Weight column, and put the result in the Extd Weight column.
     
  • It subtotaled the Extd Weight column in both the OVERNIGHT DELIVERY and TRUCK FREIGHT sections of the invoice, putting the result on the SubtotWt Item lines.
     
  • It totaled the Extd Weight column for the entire invoice, putting the result on the TotalWt Item line.

By the way, these aren't "canned" calculations. FormCalc gives you the flexibility to define where and how calculations are done, and where the results are displayed on your QuickBooks forms.
 

"FormCalc will solve many problems for many QuickBooks users. You can certainly quote me on that."

    Mike Block, U.S.A.
CPA and nationally recognized QuickBooks tester (www.blocktax.com)
 

"Formcalc is quite magic...you must have put in mega-hours to tame Quickbooks. I hope to produce some sample prints that will also amaze my QB customers."

    Athol N., U.K.
Accountant
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