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julana-ariesexca
Level 1

I have QB desktop 2019. on the bottom of my invoice there is a markup line item. I want to add my % so that is auto calculates from the invoice total. Is this possible?

 
7 Comments 7
RenjolynC
QuickBooks Team

I have QB desktop 2019. on the bottom of my invoice there is a markup line item. I want to add my % so that is auto calculates from the invoice total. Is this possible?

Good day, julana-ariesexca.

 

You can update the markup percentage when you go to the preferences.

 

Here's how:

  1. Go to Edit > Preferences > Time & Expenses.
  2. Select the Company Preferences tab.
  3. Update the information in the Default Markup Percentage.
  4. Hit the OK button.

If you want to edit the percentage per item, you can follow these steps:

 

  1. Go to List > Item List.
  2. Find and double-click the item to open the options.
  3. On the right menu, click the Edit Markup button.
  4. Update the percentage and hit the OK button.

Please see this sample screenshot for a visual guide:

 

 

I'm also including this article for future reference: Use Advanced Pricing.

 

Please let me know if there's anything else you need. Thanks.

Bob Saget
Level 1

I have QB desktop 2019. on the bottom of my invoice there is a markup line item. I want to add my % so that is auto calculates from the invoice total. Is this possible?

I do not see the option for "Time and Expenses" in my 2019 Manufacturing & Wholesale edition. Do you need a special version for this feature?

MJoy_D
Moderator

I have QB desktop 2019. on the bottom of my invoice there is a markup line item. I want to add my % so that is auto calculates from the invoice total. Is this possible?

You have this preference, @Bob Saget

 

The Time and Preferences option is located at the bottom part of your Preferences. This is available in the Manufacturing and Wholesale 2019 edition. I'll be adding a screenshot below for your reference: time and preferences.JPG

Also, make sure to update QuickBooks Desktop to the latest release. This will keep your software up-to-date so you always have the latest features and fixes.

 

Check this link for more information: Update QuickBooks Desktop to the latest release

 

Let me know if there's anything that you need. I'm always here to assist. Keep safe and have a wonderful day!

Bob Saget
Level 1

I have QB desktop 2019. on the bottom of my invoice there is a markup line item. I want to add my % so that is auto calculates from the invoice total. Is this possible?

Ah thank you! I didn't scroll down to see that option. Regarless, I still am not able to access the custom markup options in the item window like what is shown in your initial reply. 

Catherine_B
QuickBooks Team

I have QB desktop 2019. on the bottom of my invoice there is a markup line item. I want to add my % so that is auto calculates from the invoice total. Is this possible?

I'm here to help you manage your mark up preferences, Bob Saget. 

 

We can update QuickBooks to its latest release first to have an up-to-date features and fixes. Just click this here to give you options on how to do that. Then, we can check our preferences again. 

 

Here's how:

  1. Go to the Edit menu and click Preferences.
  2. From the left menu, select Time & Expenses as show ob the screenshot above. 
  3. Click Company Preferences
  4. Under Invoicing Options, you'll see the Markup features. 
  5. Click OK to save changes. 

You can check out this article on how yo manage your customer invoices

 

I'll be around the corner if you need more help. Take care always!

Bob Saget
Level 1

I have QB desktop 2019. on the bottom of my invoice there is a markup line item. I want to add my % so that is auto calculates from the invoice total. Is this possible?

Thanks for that. I do see an option for a default markup, but not the more detailed markup options like the original poster had. I'd like to set a default markup by vendor, or something similar. My QuickBooks 2019 is current with updates. 

MirriamM
Moderator

I have QB desktop 2019. on the bottom of my invoice there is a markup line item. I want to add my % so that is auto calculates from the invoice total. Is this possible?

Thanks for keeping us updated, @Bob Saget.

 

If you're looking for the Edit Markup function, this is only available in QuickBooks Desktop Enterprise. Other QuickBooks versions don't have this option. 

 

Right now, you can only set up a default markup percentage in the Edit>Preferences (Time & Expenses) setting.

 

As always, you can visit our QuickBooks Community help website if you need tips and related articles in the future.

 

If there's anything else you need, let me know by adding a comment. I'm here to help. Have a great day!

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