I suggest you ...

add markup capabilities on estimates

I get many line item estimates from my vendors with different cost options associated with each item/option. I would like to be able to enter in my cost and then apply a markup percentage on my estimates to my clients.

you do this fine for invoices, but i need this for my estimates before we get to that stage.

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    Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    75 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        Like always in Quickbooks, we pay a high price for upgrades every year, yet not much changes. I think our time is wasted asking for specific changes, as they NEVER come through! Sadly, there aren't many other options out there for accounting software, I think they know it and our "complaints go unanswered"

      • Anonymous commented  ·   ·  Flag as inappropriate

        I am dealing with the same issue. I have several estimates that are based upon customer selections, these estimates are for fixtures that all have a different cost, they are not inventory, as we order them only for that job. The estimate is based upon the cost of the item, plus 25% markup. Like the above comment, it would be so easy for us to enter the cost and have that mark up calculate immediately. Don't need it on invoicing, just the estimate side.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Sorry QB but this certainly seems like you guys have gotten fat, dumb and happy. Some of these comments are 5+ years old - you're telling me that you guys can't address this gaping hole in 5 years worth of enhancements to the system? Ridiculous. My business partner and I "ASSUMED" that there was at least equivalent functionality between desktop and online - now I feel like one of those cartoon characters who stepped in the noose and is now dangling upside down from a tree. We even brought on a new administrative person to be able to work on this stuff remotely. This sort of BS makes me absolutely nutz!!!

        So - the workaround, after reading ALL that we could in very short order is to run this in parallel. Once the job (created and estimated in QBD) is accepted and posted as an invoice, we'll print out the invoice as PDF and email it to the acctg person to attach to a newly created 1-item invoice in QBO. Pathetic. (but it keeps us rolling.)

      • Bob Mosher commented  ·   ·  Flag as inappropriate

        What EVERYONE else said... new to QBO and VERY disappointed that this feature doesn't exist. KEY to my business, and now I have to do it and track it outside of my financial system. I noticed that there was a comment back in the discussion groups that dates back 2 years...Really????

      • Ricardo Gonzalez commented  ·   ·  Flag as inappropriate

        I just switched to QBO Essentials after using the desktop version of QB for years. I could have sworn that I saw an option to see a markup column in my estimates, but I think I unchecked it, and now I can't find it anymore. Did I dream this? Was it just a fantasy? Because it's hard for me to believe that my accounting software does not have the capability to allow me to define my markup percentages so I can specify and measure my profit margin on certain products I sell. I mean, that would be crazy. Right?

      • Anonymous commented  ·   ·  Flag as inappropriate

        I moved to QuickBooks Online Jan of 2017. I posed this exact question a year ago. I may move back to the desktop version because Markup is critical to our business. My reports were not correct all last year and cost us thousands of dollars in our time. This is totally unacceptable! Anything that we were used to on the Desktop Pro version should have automatically been added to the online version. After reading some more comments we find out our information is not securely stored somewhere in case it goes down? What is QB thinking?

      • Rae commented  ·   ·  Flag as inappropriate

        You can add it as a Product & Services item (income) and add the price as .10 for a 10% mark up for example, then add the qty of the price to mark up. For example if the total price is 28.50, add that quantity and it will add the item at 10%.

      • Margaret Bosbyshell commented  ·   ·  Flag as inappropriate

        I am an interior designer and I absolutely need the ability to have mark-up as a feature of estimate creation. Worked fantastically in desktop version. Don't understand why it is missing from QBO.

      • Anonymous commented  ·   ·  Flag as inappropriate

        We are going back to desktop. Can't work without product markup. What are you thinking? We just wasted an entire day uploading and setting up QB Online, but it doesn't account for reselling products and services?

      • Kerry Boyd commented  ·   ·  Flag as inappropriate

        We just recently converted from Reckon Hosted to QB's Online, and we are a building company. Estimating in QB would be so much better with separate columns for Qty, Rate, Mark Up, GST, Amount. This is such an important feature. We also then need this to link to a Purchase Order so the amounts in RATE column in the Estimate copy over the Purchase Order. Reckon Accounts Hosted offer this, and we are contemplating going back to Reckon because this feature is integral to our business. Please fix this QB!!

      • TEGAN JANSEN commented  ·   ·  Flag as inappropriate

        This Feature is crucial for all construction companies!! The fact that very old fashioned softwares have the ability to see profits in a Quote but not display to a customer but QB Online doesn't is just ridiculous. Please Please bring this feature in to Custom Form Styles as soon as possible. It is just one column!

      • Anonymous commented  ·   ·  Flag as inappropriate

        Ridiculous that such a crucial and necessary feature was left off of QB online - - it's a deal breaker. Paying way to much per month for an app that has such limited functionality.

      • Monica M. commented  ·   ·  Flag as inappropriate

        I just switched to Quickbooks online. I am very disappointed QBO doesn't include the ability to do markups in estimates.

      • Daniel D. commented  ·   ·  Flag as inappropriate

        I need an estimate that will have MSRP , multiplier, my cost, client cost , how my profit is , how much client saved from MSRP on overall estimate

      • Andrew F commented  ·   ·  Flag as inappropriate

        This is insane. I've been waiting for this feature since QB started online. Desktop version used to work great. Definitely needs a percentage markup with the option of a $ markup per line, subtotals, and totals. Xero don't offer it either. Very frustrated Interior designer here!!

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