There are so many different ways that QuickBooks users need to access the data, it is impossible for us to provide examples to fit each different scenario. Our purpose here is to provide a few general examples so you can see the power of XpandedReports and extrapolate what you learn here to your unique situation.

Due to the limitation in QuickBooks, it is not possible to add a calculated column to reports in QuickBooks. It is possible to create sales reports, for example, on the cash basis (to pay commission as payments are received) or on the accrual basis (to pay commission as sales are made) but it is not possible to easily take the report to the next level. Here are just two examples of how XpandedReports for QuickBooks addresses these needs, without the use of Excel.

Exclude Shipping when commission is not paid on this item

When calculating commission, it is quite common to only pay commission on sales, not on additional charges such as shipping, duties, freight, etc. With XpandedReports excluding specific items is quite easy. Click on Modify Report then the Filter tab.


Note: If you add additional filters for item name XpandedReports will exclude those items as well. For example, the following would exclude Shipping AND Freight items from the report:

Calculate a simple commission amount

This example is quite simple, but the calculated columns can be complicated if-then statements; tier structured calculations, and much more. For example: It is possible to look at the item and add a calculated column that if it is "Rental" the commission is 2%, otherwise it is 4%. Then use that column of data in the commission calculation. Or enter a custom field to capture additional information and add an "IF" statement to the commission calculation to factor in the contents of that field as well. The possibilities are really endless.

Commission when sales transaction is paid in full

In QuickBooks there is a "paid status" field which only addresses if the invoice has been paid in full. This information can be helpful, but it is difficult to use this for calculating commission accurately. In XR, there is a column available which includes the actual DATE that the invoice was paid in full; i.e. the latest date of the linked transactions which appear when clicking on the history button in QuickBooks for the invoice. This means that when filtering the report, it is possible to choose just those invoices which were paid in full for the commission period. Sales Receipts are automatically tagged with the transaction date for the paid in full date. Due to the many ways credit memos are handled; back dating them to invoices, deducted from sales as of the credit memo date, etc. those transactions will need to be analyzed and handled accordingly.


In addition to using this column on the report and as a filter; this data also makes it possible to calculate the number of days to pay. This can be useful if the commission is only due if the invoice is paid in less than 90 days, for example.

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