Quickbooks ignores the custom PST amount in Bill and re-calculates it for Invoice.

Hello,

I have encountered an issue with the amount and markup calculation in invoicing. Below is a detailed example:

Steps to Reproduce

Step 1: Create a Bill

I created a bill via Expenses > Bills > Add Bill with the following parameters:

• Amount: $100.00 CAD
• Sales Tax: GST/PST (BC)
• Billable: Yes
• Markup %: 20%

Important: I manually adjusted PST (BC) @ 7% on $100.00 from $7.00 to $2.00.

Step 2: Create an Invoice

I navigated to Sales > Invoices > Create Invoice, selected the line item from the bill above, and observed the following values:

• Amount: $107.00 CAD
• Markup: $21.40 CAD

Issue Description

• The expected Amount after my manual tax adjustment should be $102.00 ($100 + $2 adjusted tax).
• However, the system appears to have recalculated the tax, resulting in $107.00 instead of $102.00.
• Consequently, the markup calculation is also incorrect:
• Expected Markup: $20.40 CAD (20% of $102.00)
• Actual Markup: $21.40 CAD

Impact

This issue was initially found in the Sandbox, but my clients have also reported it in the Production environment.

Expected Behavior

• The system should respect user-defined tax adjustments instead of recalculating them automatically.
• The markup should be based on the adjusted total, not the system-recalculated amount.

Could you please confirm if this is a expected behavior or known issue and suggest a possible resolution?

Thank you.

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