Calculated Quantity

As mentioned above, QuickBooks calculates the extended amount in the detail line as rate X quantity = amount. You cannot change this in QuickBooks itself.

By using the Calculated Quantity feature in CCRQInvoice we can modify the formula to calculate a quantity based on one of several different calculations.

Two options are provided:

•      Difference: The quantity column will be changed to be the difference between two “custom fields”. For example, if you want the quantity to be the weight of a load on a truck, you can create two columns, gross for the total loaded truck weight, tare for the empty truck weight. The difference of these two values is the weight of the load. The formula would be (gross – tare) X rate = amount.

•      Volume: Another way to change the quantity column is to have it be the product of three custom fields – such as the height, length and width. The formula would be ((height X length X width)/factor) X rate = amount.

Note that if you are looking for an area measurement instead of volume you can always enter a value of “1” in one of the custom fields. Enter that value in the selected custom field in each item of your item list so that the value shows as the default when you add the item to the order.



Select the three “custom fields” to use in the calculation. In addition, you can specify some additional parameters:

o  Rounding: The calculated value can be rounded up or down as you specify. Select a custom field from the customer record to hold your preferences for each customer. You will need to add this field to the order form so that the value is added to the form. In this field you will enter a value that will specify how to round the calculated number. This must be a character followed by an optional “rounding precision”. The character can be a “+” to round up, a “-“ to round down, or a “*” to use “banker’s rounding”. If you add a single digit after this the program will round to that number of decimal places. Some examples:

o  +  This will round the value up to a whole number. So, for example, a value of 32.54 will be rounded to 33.

o  –2  This will round the value down to two decimal places. A value of 32.5468 would be rounded to 32.54.

o  Pref: This is your rounding preference if a value is not specified in a customer record. See the description above.

o  Factor: You can add a conversion factor in the calculation (the calculated value will be divided by this number). If you don’t want a conversion, enter a value of “1”. For example, if your height, length and width are in inches, but you want the calculated value to be in cubic feet, enter a value of 1728.