None of the QuickBooks editions do the kinds of calculations you are asking for. To do those, you need a 3rd-party calculation add-on; either FormCalc SST for QuickBooks, or CCRQInvoice. (Use Google to find their Web sites--both offer a free trial.) I work with FormCalc SST for QuickBooks.

The calculation you want to do requires a different setup than you might think, because QuickBooks forms *always* maintains this relationship: Price * Quantity = Amount. What you have to do to work around this requirement is:

(1) Make these columns which you mentioned be custom columns (defined in the Item list): Price, OT, and OT Price. (Note that Price *will not* be the Sales Price associated with an Item. Instead, you must put the Item's price--which I assume is a labor rate per hour--in a custom field; one named Price, for instance, associated with each Item.

(2) You may make Hours be the Quantity field.

(3) You won't be making any entries in QuickBooks' Rate or Price field; in fact, it will need to be hidden on printed versions of the form because it will contain a wierd looking amount when the calculations are completed.

(4) Use FormCalc SST or CCRQInvoice to do that calculations you want, putting the $$$ result in the Total column on each row. Because of the Price * Quantity = Amount (Total in your case) relationship, when the calculated Total gets assigned to that field, QuickBooks will then automatically recalculate the Rate or Price field as: Total / Quantity, which in this case is Total / Hours. But because Hours does not include OT hours, this results in the Rate or Price field containing a wierd amount as I mentioned above....which is why that field will need to be hidden on copies you provide to customers.

This really is simpler than it sounds, once you understand about QuickBooks' Price * Quantity = Amount requirement.

Taking advantage of this topic..

There is any way to create a calculated formula column? I need to calculate the volume of each item in a formula kind of excel (IF) cause Quantity mix the cases and lb in the same column.  So I need to calculate when is lb and when is the case (multiply by lb/case)...

thank you so much for your help.

Thanks for joining the thread, @Aar0nBr,

I want to make sure you get the accurate answer to your concern. Can you tell us what version of QuickBooks are you using? Is it the Desktop or the Online software?

If you're referring to the downloaded version on your PC, there is currently no option to create columns with calculated formula. The columns in QuickBooks reports and templates are pre-created based on the data generated from it's source transactions.

This is, however, a great idea to add in the program. I'll make sure this is relayed to our Development Team. In the meantime, you can do this outside the program using Excel or other third-party invoicing applications. Visit our app store to find the best tool for you.

We also have a separate forum for Intuit Developers where you can find engineers who can help suggest third-party apps and program integrations. Here's the link to the website: Intuit Developers Community.

Please add an update here on how things go. I'll be right here if you need further help. Have a good one!

I have added columns to my my invoice by defining more fields in the item on my invoice as well as in the customization of my template.  I can clearly see that I can add these columns to my invoice but every time I check the box to add them I get an error message and QB crashes.  Help please.....

thank you.

Good work in customising your invoice template, Pandabear.

Can you please let me know the wording of the exact error message you're getting? Any additional information will help me determine if we have any reported similar issues with other users.

In the meantime, let's check to see if this was caused by a cache issue. Sometimes, too much cache in your browser can lead to unusual behaviors in QuickBooks. To clear this out, let's do a few basic troubleshooting steps:

1. Open QuickBooks using a private window for this won't save any data files. Please use these keyboard shortcuts as your reference:
   > For Chrome press Ctrl+Shift+N.
   > For Firefox, press Ctrl+Shift+P.
   > For Safari, hold down Command+Shift+N.
2. If it works, go back to your main browser and remove your browser's cache. This helps eliminate browsing history.
3. We also recommend using other supported browsers as an alternative.

For more details, please check out our detailed guide on how to customise invoices and how to import custom form styles in QuickBooks Online: Customise invoices, estimates, and sales receipts in QuickBooks Online.

I'd appreciate it if you'd update me on how the steps work. I want to make sure this is taken care of.

Hii There 

How can we add more column on invoice template for Quickbooks Enterprise?

• Go to List > Templates.
• Click the Templates drop-down menu located at the bottom or press Ctrl + N on your keyboard.
• Choose New.
• In the Select Template Type window, select Invoice and then click OK.

hii could not found sub total colum 

Hello there, CYCLOPEDIA. 

The steps provided by my colleague are for QuickBooks Desktop which only supports the United States, United Kingdom, and Canada users. If you are using QuickBooks Online, on the other hand, the option to add a column in your invoice sales form is unavailable. 

You can use one of our supported third-party apps as suggested by my colleagues. You can click here to visit our QuickBooks App page. I'll be attaching the article provided above on how to handle sales forms and customize them: Customise invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to post again if there's anything else that you need help with. Take care!

Hi,

I am using QBs 2020 Pro and want to customize my invoice to include formula to add the units shown in my quantity coluumn of the invoice.  Is it possible to design this computation and have the total quantity results appear in the Total section of the invoice? 

As I mentioned in a post above, none of the QuickBooks editions (except Enterprise) can total the Quantity column. To do that with Pro or Premier you need a 3rd-party calculation add-on; either FormCalc SST for QuickBooks, or CCRQInvoice. (Use Google to find their Web sites--both offer a free trial.) I work with FormCalc SST for QuickBooks, and I know totaling the Quantity column (or any column, for that matter) is easily done.

I'm here to help you customize the invoice in QuickBooks Desktop, Heritreas.

Being able to include a formula to add the units shown on the quantity column isn't an option. However, you can edit the invoice template to add more columns for the data that matters to you.

Let me show you how:

1. Go to the Lists menu, then select Item List.
2. Choose the invoice template.
3. Right-click and select Edit Template. The Basic Customization window will open.
4. Click the Additional Customization button. The Additional Customization window will open.
5. Go to the Columns section.
6. Mark boxes labeled Other 1 or Other 2.
7. Under the Title column, type the name of the column.
8. Click the OK button.
9. Click OK to exit.

I'm also glad to let you know that Airy new is added to our program. 

Keep me posted if you need more help customizing your sales forms in QuickBooks. I'm always around to help you.

Hi

Can Quickbooks Online allow the invoices to additional column

* Qty   Weight   Rate   Price*

The price shown is base on Rate * Weight

Is there a way to do this on Quickbooks?

Hello, MarC1231. 

Thank you for choosing QuickBooks as your accounting software. As of this moment, we can only add a custom field. As a workaround, you can manually enter the weight in the QTY column.    

I understand how beneficial it would be to your business, and we're continuously improving to enhance our customer's experience program features while using QuickBooks. I'd recommend sending your thoughts about this. You can click the Help and select Send Feedback Online. We always consider your feedback when updating the product. 

The more request this gets, the more likely it'll be part of future enhancements. We always value customers who are keen to give us their feedback. This way, they could come up with the appropriate course of action to improve QuickBooks as soon as possible. 

You can always scan through this reference to give you more tips when it comes to modifying your sales template in QuickBooks Online: Learn how to personalise your sales forms and add the info that matters most to your business.

I appreciate your patience as we work through this. If there's anything else I can do for you, please let me know. I'll be around to help you out. Stay safe!