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patrick56
Level 2

Add field that adds other fields together for Reports

Hello!

I would really enjoy having the ability to add two fields in my profit and loss reports together automatically and add this field to the end of the report. 

Is it possible to add Net Income to Officer Salary and create a new line with the added numbers together for each month in Profit and Loss reports?

 

(I use the Gusto Integration to get the Officer Salary, etc. It’d be great if there was a Microsoft 365 Excel integration to enhance reports in this way so formulas could be stored online in QBO). 

 

Exporting to Excel seems to be the only way to be able to then create fields with formulas such as this. 

Thanks. 

2 Comments 2
TirzahC
QuickBooks Team

Add field that adds other fields together for Reports

Welcome to the Community and Providing the best experience with the product is what we aim for, patrick56.

 

Adding Net Income to Officer Salary and create a new line with the added numbers together for each month in Profit and Loss reports is not possible in Quickbooks Online (QBO). If you need to remove or add data to the report, you can use the Customize Report option for additional filters.

 

While the preference you are looking for is not yet available, we normally introduce exporting the reports to Excel. That way, if a customer needs to edit or modify a report, it's easier to move the rows or add and remove additional data. If you add more fields you can send feedback or product suggestions to our developers. In addition to your feedback submission, I'll do my part and pass your feedback along as well.

 

Here's how to add your feedback on the program: 

  1. Select the Gear icon at the top, then click Feedback.
  2. Enter your comments or product suggestions and select Next.

To learn more about running reports and exporting processes in QBO, you can check out this article: 

I'm always here if you need more help with managing your reports. Have a great day!

Fiat Lux - ASIA
Level 15

Add field that adds other fields together for Reports

@patrick56 

Consider having an additional app to analyze your data from QBO and Gusto. You don't need to use Excel, or export the data from both apps and analyze it manually.

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