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I'm have a newb question with Quickbooks. I'm a programmer and this shouldn't be that hard, but I'm not sure how to ask so Google isn't working for me. For projects my business bills for we charge a 50% deposit. On the invoice I'd like to have a field, above the Total, that computes 50% of the Total. How do you do that?

  • "I'm a programmer and this shouldn't be that hard..."- do you work for Intuit? If you didn't program Quickbooks then you are in the same boat as the rest of who didn't =) – MrChrister Oct 28 '12 at 1:00
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Custom fields are limited to non-calculated values. Read more here: http://qbblog.ccrsoftware.info/2008/07/custom-fields-in-quickbooks/

To do this you will need an add-on. I would reccomend CCRQInvoice, but only because its the only one I've tried and it worked. More here (this is an order form example, but it works):

http://ccrqblog.ccrsoftware.info/adding-calculated-fields-to-order-forms/

The product info is here: http://www.ccrsoftware.com/CCRQInvoice/InvoiceQ.htm

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Another option is FormCalc SST for QuickBooks. It lets you set up Excel-compatible calculations, then applies them to a QuickBooks invoice on the fly. http://www.goflagship.com/sst.html

FormCalc SST and CCRQInvoice work differently: FormCalc SST is better for real-time use, with calculations performed as each invoice is being entered or edited, but CCRQInvoice is better for processing a batch of already-entered invoices, all at once.

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