How to Add Calculations in QuickBooks Reports

By Harriet Gatter

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 accounting questions you would like considered for the column to HGatter@AccountingSupportLLC.com with the subject line of "Ask the Accountant."

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Harriet Gatter, owner of Accounting Support LLC, was an ad specialty distributor for 23 years and an adjunct professor of accounting at Neumann University. She sold her ad specialty business in 2012, became certified as a QuickBooks ProAdvisor, and now works exclusively with ad specialty distributors nationwide on their QuickBooks, order management and accounting needs.