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FormCalc
for QuickBooks
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FormCalc for QuickBooks

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


Problem Solved!™...
FormCalc Case Studies & Examples

These links lead to detailed examples of how you can use FormCalc to solve specific calculation and information problems on QuickBooks forms. They have lots of screen shots, giving you a very visual excursion into FormCalc's capabilities.

 

Shipping weight calculations:  extended shipping weight for each Item on a QuickBooks form, subtotaled shipping weight for different sections of the form, and total shipping weight. Demonstrates:

  • Calculating a column from two other columns
  • Nested subtotals within a column
  • Column total
     

 

 

Billable hours for professional services:  total billable hours invoiced, with separate subtotals for services rendered by different members of the firm. Demonstrates:

  • Nested subtotals within a column
  • Column total
  • Totaling only part of a form
  • Showing results in the Description column
     

 

 

Packing Slip summary:  (Clothing wholesaler example.) Summarize sizes and colors of Items on a Packing Slip, by enumerating all sizes and colors in the order and providing a count for each one. Demonstrates:

  • Extended count of unique entries in a column
  • Custom text in the Description field
  • Getting extended count "subtotals" on different parts of a form
     

 

 

Automatic labor calculation on an Estimate:  (Landscaping business example.) Two approaches for automatically estimating labor requirements on the QuickBooks Estimate form, based on the Items to be installed--in this example, the items are shrubs, flowers, sod, and other landscaping materials. Demonstrates:

  • Extended total for two columns on a form
  • Calculating a column from two other columns
  • Column total

 

 

Currency exchange rate calculations:  (Importer example.) Show amounts on sales receipts/invoices in two currencies, both on individual lines and as a grand total. Demonstrates:

  • Calculating a column from one other column and a fixed value (the exchange rate)
  • Column total

 

Problem Solved!™ examples are based on both real and fictitious situations. No names of real businesses or individuals were used, so any name similarity to actual businesses or individuals is purely coincidental.

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