Is the data within the MARKUP field in an Estimate captured or reportable?

Hi there, benjyw.

Thanks for taking the time to reach out to us. I'm here to help provide some insights about the estimate report in QuickBooks Desktop.

Currently, there isn't a report in QuickBooks Desktop that will show the markup field for estimate transactions. For the meantime, you can generate the Transaction List by Customer report and customize it to estimate. This way, you'll be able to locate the markup field by opening each transactions. 

To pull up the Transaction List by Customer report, here's how: 

1. At the top menu bar, click Reports.
2. Select Customer and Receivables.
3. Choose Transaction List by Customer.
4. Click Customize Report.
5. Select Filters.
6. On the Search Filters tab, type-in TransactionType.
7. Click the TransactionType drop-down arrow, and select Estimate. 
8. Select OK.  

For additional reference, you can check this article on how to customize reports in QuickBooks Desktop. 

That should do it! I'm just a post away if you have additional questions about the Estimate transaction. Have a good one. 

I chatted with Jelica C at QB support today about this because we have the same question.  She wrote the following:

I don't see how your report will show us any markup column. Please advise.

Thanks for coming back to the Community, SecuritySystem.

Let me clear this up for you.

As my colleague JanyRoseB mentioned, we currently don't have a report that can include the markup field of the estimates. You can run and customize the Transaction List by Customer to show only the estimate transactions. However, you'll have to manually open the estimates to see the markup.

Please reach out to me if there is anything else I can help you with. I'll always be here to assist you.​

You have no idea how INCREDIBLY useful this would be...seems very simple to add this to me.

Then you could run an Estimates by Job Report, which could be a proxy for your Bookings.  Then you would know the volume of jobs booked every month and the GP on each one.

Ah, I dream a dream.

Intuit, can you make it a reality please?

Has there been any update on this? I need to pull a commission report for our sales staff. We have a staggered commission rate based on the profit margin. Its extremely time consuming to open every single estimate to see what the markup is. QuickBooks- you should be better! :( 

I appreciate you for reaching out to the Community, @RachelCC.

I hear you and realize the convenience of being able to pull up a report that displays the markup used on the estimates. For now, to get the markup details you may open the estimate manually.

Know that our developers are always considering new features to be added to the system. This way,  we can improve the product and cope with your business needs. 

That said, I'd encourage you to send this preference to our developers. 

To do that:

1. Click on Help at the top menu bar. 
2. Pres on Send Feedback Online.
3. Key in your Product Suggestion. 

You can also visit our Firm of the Future site to be updated with our product road-maps. 

Reach out to me whatever questions you may have about QuickBooks. I’m more than happy to assist further. Have a good one.

Was this ever solved?
Did Intuit finally cared to add such a needed feature?

Hi @ElRada, I'll share information about creating estimates.

As of the moment, there isn't an integrated way to include the MARKUP column on estimates while generating your reports. Ans we're unable to provide the exact turnaround time as to when this feature will be added.

While the option is not yet available, I suggest letting our product developers know about your request by sending feedback. I'll show you how.

1. Go to Help.
2. Select Send Feedback Online.
3. Click Product Suggestion.
4. Under Product Area, choose Reports.
5. Enter a few words describing how you wanted to have the option to include markup in an estimate while creating a report.
6. Select Send Feedback.
7. Click Close Window.

I'm adding a couple of articles below that'll allow you to dive in deeply and understand your report:

• Understand Reports in QuickBooks Desktop
• Create and Manage Reports in QuickBooks Desktop

Don't hesitate to post a reply below if you have other questions or concerns about generating reports in QuickBooks. I'm always around, ready to help. Take care and stay safe!