I use automatic "Markup" feature. I want to generate a report for my customer showing a list of the items they purchased showing the price they paid,not cost price+markup

Hello there, sales220.

You can filter the report to only show the Invoice transactions in the Transactions List by Customer report. Let me show you how: 

1. Go to the Reports menu.
2. Enter and select Transaction List by Customer.
3. At the upper-right, click Customise.
4. Select the Filter option and check Transactions Type.
5. From the drop-down search and check Invoice. 
6. Click Run report to refresh. 

Now you have the Invoices alone. You can use these references, for more details on how to handle billable expenses and customising reports.

Keep me posted if you need more help. Take care!

Hi Catherine B

The report you've advised only gives a list of transactions such as Invoices, Credits, Payments etc. I want to give my customer a report that shows all the items they bought off me per month, quantity and the price they paid for each item. The reports I have found , such as "Sales By Product/Service Detail" shows each individual item but is shows my cost price and then the markup separately. Clearly I do not want to show the customer markup. What report will show only the price they paid for each item?

Many thanks, John

Thanks for keeping me posted, sales220.

You can use the Sales by Product/Service Detail and add and remove columns. Then, export the report to Excel to manually remove the markup line item while the option to remove it within the system is unavailable.

Here's how:

1. Go to Reports and run the Sales by Product/Service Detail report.
2. Click Customise and under the Rows/Columns section, click Customer under Group by.
3. Select Change columns and ensure to select Sales Price, Product/Service. 
4. Click Run report.
5. At the upper-right, click the Export icon and select Export to Excel. 

Let me know how this works. Have a good one!

Thanks for the quick reply but this still has two problems. The price it shows per item is my cost price and not the price the customer pays. The report still shows a line "30% Markup........" I've attached a screen grab to illustrate.

John

I'll continue to help you with the report your need, sales220.

To get the list of items, quantity, and the total price paid, you can use the Sales by Customer Detail report. By default, this will give you the items, the quantity, and the amounts. You just need to add the A/R Paid column to see which item is paid or unpaid yet.

To add the A/R Paid column, click the small gear icon on the report and select the said column name.

Obviously, this will not give you the total payment and the balance amounts, so your next step is to export it to Excel. Then, use Excel's functions to get the sum of the paid and unpaid lines per customer.

Let me know if you need more help with this report.

Hi Jess

Thanks for the response.

I do not need a A/R list. What I want is a list that shows a total list what I have sold to a customer (Sales by Item). But that list must show the price for each item that the customer actually paid. At the moment the report shows my cost price and then the markup on that item. I need the report to show the total of both and make no reference to markup, just the total price.

John

Hi there, @sales220. 

I want to make sure you can get your desired info in your report. Can you share with us some details on how you've set up the mark-up price? Did you use the Price Rule feature? The Sales Price column should show the cost of the item plus the markup. I suggest checking your price rules and verify the adjusted price. I'd be glad to show you how.

1. Go to the Gear icon and select All lists.
2. Select Price Rules.
3. Locate the rule name.
4. Under the Actions column, click Edit.
   
5. Select the Product and services tab.
6. Verify the adjusted price.

You can also check out our guide on setting pricing rules for specific products and services for more info.

Please keep me posted on your progress with your report. I'm determined to help you succeed.

Thanks for the response.

There is no "Price Rules" option available to me. See the attached screen grab. The option for me to put in place an automatic Markup is in "Accounts & Settings" and "Expenses", again see the attached screen grab.

John

Hi John,

I really appreciate you continuing to respond to see if the report you need is available. We tried to make some customizations and found out that this is not possible for billable items because QuickBooks separates the item line and the markup line. That's why you end up having the markup as your sales.

What I can suggest is export the report to Excel and manually enter the ITEM, QTY, and the AMOUNT for each transaction line. Then, delete the memo about the markup. Honestly, I'm quite concerned about the number of transactions you have, but this is the viable option that we do at the moment.

If you have follow-up questions, please don't hesitate to reach back out. We're just around to help.

Jess

Hi I am not seeing automatic markup or the icon gear on my dashboard

Hello, Richard. 

I'll show you where you can locate the gear icon and the automatic markup feature. 

The automatic markup feature or the gear icon isn't actually on the Dashboard section. Rather, gear icon is located at the top-right part of your screen. Also, the automatic markup feature can be found under the Accounts and settings page. Please note that this feature is available in the Plus version. 

To access and and use the markup feature: 

1. At the top-right corner of the screen, click the Gear icon. 
2. Select Account and settings.
3. Go to the Expenses tab.
4. Expand the Bills and expenses section.
5. Toggle the Make expenses and items billable to on. 
6. Add the percentage in the Markup with a default rate of box. 
7. Click Save, then Done. 

The automatic markup feature is part of Billable Expenses. If you need more help with it, you can check this article: Enter billable expenses. 

We have other articles to guide in navigating around the program and helping you complete your tasks. Check them out from the Help Articles page. 

If you have other questions about billable expenses and the markup feature, please let me know. I can also help you work your way around QuickBooks Online.