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Re: Estimate Screen Modification

Hello there, @jfsmithsmith1274


Let me help share some information about adding a Profit Percentage on an estimate.


In QuickBooks Desktop, you can customize the fields of your estimate template. However, we don't have the option yet to calculate the Profit Percentage on an estimate just like the markup column. What we have is a report that displays the gross margin. You can go to the Reports menu then select Sales and click Sales by Item Summary.



Adding the profit margin would be a great addition, and we always encourage you to send your feedback so that we know the features or product improvements you want. You can send your feedback by clicking the Help menu on your QuickBooks. From there, select Send Feedback Online and click Product Suggestion.


 I'm going to send the same request over here on my side, so we're getting them through both employee and customer channels. 


Keep me posted if you have other questions about estimates. I'm here to help however I can.