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c-masson
Level 1

How can I show billable expense markup on an invoice to a customer?

 
1 Comment 1
LauraAB
QuickBooks Team

How can I show billable expense markup on an invoice to a customer?

Hello c-masson,

 

Welcome to the QuickBooks Online Community. It's awesome to hear that you're taking advantage of the billable expenses markup feature available in QuickBooks Online Plus. It's a simple way of marking up the cost to your customer and track it in your books. I'll go over this with you.

 

The markup option is not a customer-facing feature. This means you'll see the markup and be able to track it in your books, but your customer won't see that the price has been marked up for them. In most cases, this is exactly how business owners want it, but I can appreciate the need to have a little more transparency.

 

In this case, there are a few things you can consider. The first would be to manually create a markup service item in your Products and services section. To learn how to properly set this up and track it, I recommend speaking with an accountant or bookkeeping professional. Once it's setup, you can then add that to your invoices to customers to show the markup.

 

The other option is to keep the markup option exactly as it is with the billable expenses, but to add to the Description section of your line item to let them know the markup exists and how much it was, or however many details you'd like to include.

 

Feel free to share your feedback about this feature with the product development team by following the steps in this article: How do I submit feedback?

 

Give me a shout if you have further questions.

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