Question

How to add markup to estimate?

Forum|Forum|7 years ago
February 5, 2019
71 replies
120 views

No text available

QuickBooks Online

HoneyLynn_G

Level 6

Hello there, @reidbuiltdesigns.

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

Click the Plus icon.
Choose Estimates.
On the Product/Service section, click Add New.
Select Service.
Set up the item.
Click Save and Close.
Enter the markup amount.
Enter the estimate information.
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!

M

mkennedy2000

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?

A

Anonymous

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:

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

E

Elizabeth 1

Has Quickbooks added a way to add % markups to an estimate other than entering an additional line item for each? I am reading that this is something customers have been requesting for some time and was available in desktop but not online!

Pabz_L

Thank you for posting here in Community, @Elizabeth 1.

As for now, the only way to add a markup to an estimate is to enter an additional line item. But this is a great suggestion, rest assured that this will be escalated to our developers to have another way of adding % markup.

In the meantime, you can follow the steps above given by my colleague HoneyLynn_G on adding a markup.

For your future reference, click the article on how to enter a billable expense. Enter billable expenses.

Feel free to fill me in if there’s anything else you need, I’ll be glad to help. Have a good day!

M

MWh

Thank you for escalating this. This is a function that is critical, especially when we use multiple invoices from one estimate.

T

toddshoemaker

I would like to know in the QB desktop version how you can print out an estimate or invoice to show the markup on it. I want to see what I am making on each item so it will help me with my subs in negotiating a price with them. Is there a way to do this as when I print it out or email it it removes that column and I would like it to be there for my own purposes. Can anyone help me please.

R

RCV

QuickBooks Team

Great to have you here, toddshoemaker.

QuickBooks Desktop hides markups from the customer by printing only the price or rate after the markup. If you want your customers to see the markup, just customize your estimates so that the original cost and markup appear when printing your estimates. Just follow the steps below:

Go to Lists on the top menu.
Choose Templates.
Select template for Estimate,
Tap the Additional Customization button. Then, tick the Columns tab.
In the Markup row, select the Print check box.
Enter a name for the template and press OK.

If you want to hide the Markup column when printing and from your customer, just choose the Screen option only. Just go back to the Columns tab in the Additional Customization page.

On the other hand, QuickBooks Desktop has a default markup percentage. Where it uses this percentage to calculate the sales price of items that have both a cost and a sales price. If you'll want to hide MarkUp on Invoice, just select the "Print selected time and costs as invoice item" at the bottom. See attached screenshot below for reference.

However, you can't edit the markup percentage when creating an invoice. I've added these articles for additional reference. It provides steps on how to manage your templates in QuickBooks:

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away.

E

ericreedy-gc

I see a flurry of responses today. What I still don't see is a MARKUP COLUMN for Estimates just like the desktop version. So Intuit. Here's what you really need to do. Just say this: "Look. We really don't give a flying f*** about contractors or anyone else who uses a markup and does not want it printed on estimates or invoices. All of you can just f*** right off. We will never get around to adding this feature because we just can't be bothered with your needs. Now just pay your subscription and just shut up already. We love your money. You. Not so much".

That would be a much more honest answer than "We are working on it" or "Markups are only for billable expenses"

N

ndamo

https://youtu.be/Q3f2sym5eK8

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