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Marcel8
Level 1

Can i add a markup column for quotations in essentials as like in desktop?

desktop pro had a markup column for quotations where you select the percentage markup for an item and then calculates your profit at the bottom.  this is really helpful when preparing quotations
1 Comment 1
DebSheenD
QuickBooks Team

Can i add a markup column for quotations in essentials as like in desktop?

Hello there, @Marcel8. I'm here to share some details about adding a markup column for quotations in QuickBooks Essentials.

 

Adding a markup column for quotation was unavailable in QuickBooks Online (QBO), you will only add a markup rate for billable expenses.

Here's how:
 

  1. Click on the Gear icon.
  2. Under Your Company, click Account and Settings.
  3. Select Expenses.
  4. Click the pencil icon in the Bills and expenses section.
  5. Check the Markup with a default rate.
  6. Tap Save.
  7. Choose Done.

You can also check the screenshots below:
 

 



I understand the importance of having this functionality in the program. I encourage you to submit feedback to enhance the features of QuickBooks Online. Your request helps us improve everyone's overall experience.

Here's how:

 

  1. Go to the Gear menu and select Feedback.
  2. Type your feature request in the description box.
  3. Once done, click Next.

    Capture (1).PNG

 

You also can choose whether you want the components of the bundle to be included in printing and sending the estimate. Just mark indicate in creating the Bundle item.

 

I'm also sharing this article to learn more details on converting a quote into an invoice: Create and send quotes in QuickBooks Online.

 

Do you need help personalizing your sales form to show only the data that matters to your business? If so, you can read this article that guides you through the process: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Our goal is to make QuickBooks as user-friendly as possible for all small business owners, so feel free to share with us if you have suggestions for improvement. I'll be here to assist again.