Can QBO do the same as QB desktop in doing arithmetic functions in value fields?

[schoots]

Just allocating expenses to the appropriate account. The issue I have specifically is in my old Quickbooks desktop you could add, subtract, take percentages off amounts in the field itself. For example if the total receipt was for say $100 and say 3 items were to be allocated to office supplies , say 1 at $3, another at say $34 and the 3rd at $16 you could just enter 3+34+16 and the field would contain $$53 but I can’t seem to do that with QB online, I have to use an external calculator to get the total which seems like a backward step.

[Emily M]

Good morning, @schoots.

I’m happy to further assist you with the arithmetic functions. In QuickBooks Online you can create, add, and edit customer fields in QuickBooks Advanced. This function allows you to track information that matters to you and your customers. You can have 10 active custom fields between your sales forms (invoices, expenses, and estimates), purchase orders and customer profiles. Other than text, you can also create a custom drop-down, date, and number fields.

Here’s an article about creating, adding, and editing custom fields in QuickBooks Online Advanced that will be helpful:

https://quickbooks.intuit.com/learn-support/en-us/sales-orders/create-add-and-edit-custom-fields-in-...

Should you have any other questions, feel free to leave a comment.

[schoots]

Hi Emily, thanks for that but I don't want to add a field. I want to be able to add numbers together by entering the numbers like you would with a calculator. In QB desktop this was standard function.

[Kristian_S]

Hi schoots,

Using arithmetic functions in the value fields of Quantity, Rate and Amount can be used to calculate totals.

For example, if you were to create a new invoice and then in the QTY field you put 8*3 then the final number that will be left is 24.

As stated above, this is possible in the RATE and AMOUNT fields also.

Hope this helps.

Kristian.

[schoots]

Hi Kristian, I just tried that again and it still didn't  do the total until I hit the tax drop down box and selected the appropriate tax field, then it totalled the amount field.

Brilliant, thanks for your help. 

[shegray]

I am unable to do this.  For example if I want to enter a bill, and the amount is 2500.00 but previous amount due has been paid (say 1500.00 in this instance) I should be able to enter 2500-1500 in the amount due cell and in the desktop version it would do the math for me.   How can I get this to happen in QBO? 

[Jen_D]

Thanks for your input here, @shegray.

While QuickBooks Desktop and Online are 2 separate products, they also use different database. Not all features are always the same for these products. Can you please confirm is you've tried Kristian_S' suggestion? I suggest trying it out before we proceed to troubleshooting.

Also if you need to add a product request, note that our developers would appreciate them. They go through a wide range of feedback, and tries to navigate a path forward with accessibility leading.

Their goal is to be purposeful and thorough with the enhancements and product updates to make our program efficient to use. For now, we can't provide the turnaround time if they will release additional report preferences. They work on product enhancements internally. 

If you have any product suggestions to our developers about our report preferences, send your request through these steps:

1. Click the Gear icon and choose Feedback.
2. Enter your suggestion for our engineers on the Feedback box.
3. Once done, press Next to send it.

To be updated with the recent and upcoming changes for QuickBooks products, visit these sites:

• QuickBooks New Features and Innovations
• What's New in QBO?

If you need further help with the processes and features in QBO, please let me know in the comment below. I'll be right here to share some more information about QuickBooks tasks. Have a nice day!

[sjosedale]

This feature did work until about a month or so ago. Did they remove it? I know they have a habit of taking away features when they are doing "product enhancements" without letting anyone, including Intuit employees know when they are trying to troubleshoot it. Can we can find out if this a temporary feature removal and when it will be back please?