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Level 1

How to add markup to estimate?

 
6 Comments
QuickBooks Team

Re: How to add markup to estimate?

Hello there, @reidbuiltdesigns.

 

Thank you for choosing QuickBooks as your accounting partner. I can help you add a markup in your estimates.

  1. Click the Plus icon.
  2. Choose Estimates.
  3. On the Product/Service section, click Add New.
  4. Select Service.
  5. Set up the item.
  6. Click Save and Close.
  7. Enter the markup amount.
  8. Enter the estimate information.
  9. Click Save.

 

That's it. Keep me posted if there's anything else you need or you have follow up questions. I'm still here to help you more. Have a wonderful day!

Level 2

Re: How to add markup to estimate?

In desktop I use a column for the cost, the markup and the price - I don't display\print the cost and markup columns in my client billings - is there a way to achieve something like that in QBO?

Anonymous
Not applicable

Re: How to add markup to estimate?

It'd be my pleasure to help, @mkennedy2000.

 

In QuickBooks Online, you can customize what your customers can see on their invoice. You can uncheck the option to display the markup so it won't show when printing the transaction.

 

Here's how:

  1. Open the invoice transaction with the markup percentage.
  2. Click the Gear Icon on the upper-right side of the transaction as shown in the screenshot below.
  3. Customize the transaction by clicking the Customize what your customers see link.
  4. Select the Content tab and click the middle part of the displayed transaction.
  5. Click the Show more activity options link.
  6. Uncheck the Show markup on billable expenses option.
  7. Click Done when finished.

This will no longer show the markup on your client's billing. 

 

For other related articles you can use in the future, you can visit our help site for information: Income and expenses for QuickBooks Online.

 

Please feel free to let me know if you should need further assistance with your markup or any other QuickBooks topic. I'm always here to help. Hope you have a wonderful week.

Level 2

Re: How to add markup to estimate?

OK, I think I follow. I generate a 30 or 40 line estimate, with markups on almost every item. So I would just highlight the enire array of line itmes, then turn off display of markups for the entire estimate?

QuickBooks Team

Re: How to add markup to estimate?

Welcome back to the Online Community, @mkennedy2000.


Unchecking the Show markup on billable expenses option only applies to invoices. Alternatively, create the estimate first and send it to your customer.

 

After emailing it, update the transaction's information and add the markups. This way, your customer will not see the information.

 

Since you switched over to the online version, I’m adding a link where you can find video tutorials to help get started: Training Videos and Webinars.


If there's anything else I can help you with, post a comment below. I'll be right here to assist further. Have a good one.

Level 2

Re: How to add markup to estimate?

Ahhhh, silly me - I didn't read the response thoroughly, and just assumed the response and directions were on topic and related to estimates. Thanks for clarifying that, it's a deal breaker for me and was about to take the time to migrate and test drive QBO - again.

That single thing is standing in the way of using QBO for my business :(

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