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Bluestocking_Bookkeeper
May 6, 2021
Question

Disabling markup as separate line item

  • May 6, 2021
  • 1 reply
  • 0 views

Hello,

 

While creating invoices we became aware that QBO creates a line item for the markup on billable items and services.

 

While the markup doesn't show to the customer on their invoice, we have never tracked our markup this way, and it is not something we are interested in starting now. We set up our markup parameters in desktop, NOT in online.

 

Please advise how we can disable this "feature".

Thank you!

1 reply

T
Tammy_H
May 6, 2021

Hi Bluestocking_Bookkeeper,

 

I can see how that would have caught you off guard. It sounds like when you migrated, that your mark-up settings moved over as well. Don't worry. QuickBooks Online makes changing this easy, and I can walk you through turning that off.

 

To shut off the markup feature, follow these simple steps:

  1. Go to the Gear Icon.
  2. Select Company Settings.
  3. Choose Expenses.
  4. Click on the Pencil Icon in the Bills and Expenses section.
  5. Uncheck the box by the Mark-up.
  6. Click the Save button.
  7. Click Done.

You'll be able to resume with the system you were using for markup. Let me know if you have any further questions. I'm here to help. Have a good evening!

    B
    Bluestocking_BookkeeperAuthor
    May 7, 2021

    Hi Tammy,

     

    We don't want to disable markups completely, as we do use them. In desktop though, we never had the line item that showed the markup separately on customer invoices and in reports. THAT is all we want to disable, as it is confusing and not something we need.

     

    In desktop, markups were set when items were added, and would automatically calculate when we added billable items to customer invoices.

     

    So, we would input the bill from the vendor for $10 and mark the item as billable, and assign it to the customer. Then, when we add that item to the customer invoice, it adds the markup (for this example, we'll say 50%) automatically, showing the item as being invoiced out for $15. There is no separate line item for the markup of $5.00, it is just... done.

     

    That is how we want QBO to behave.

    L
    LauraAB
    May 7, 2021

    Hello again,

     

    I appreciate the explanation of what you're looking for and I know it can take some getting used to when you're going from one platform to the other. QuickBooks Desktop and QuickBooks Online have many similar features, but the two programs are also different as well. I'd like to take a look at billable expenses and markups with you.

     

    For QuickBooks Online, how you're seeing the program handle the markups for billable expenses now is the way that it does it. There isn't an option to toggle it to handle the markups in a different way. With that in mind, I encourage you to submit feedback about this using the steps outlined here: How do I submit feedback? While QuickBooks Desktop and QuickBooks Online aren't intended to be mirror images of each other, your feedback will help our product development team get a sense of the ways that QuickBooks Online could potentially be changed. To stay up to date with new features and changes, you can bookmark this page: QuickBooks Online Feature and Product Updates

     

    Knowing more about how you have your billable expenses and markups setup in QuickBooks Desktop may also help us find a solution for you in the meantime since QuickBooks Online's markup option doesn't work the way you were expecting. I say this because when I look at the billable expenses with markup option for QuickBooks Desktop, it's similar to what happens in QuickBooks Online. Here's a screenshot of an example of what I see in QuickBooks Desktop.

     

     

    As you can see, I've also got specific lines on the invoice for the markup value and not just the total plus the markup for the customer. So, feel free to elaborate on and share screenshots of what your setup is in QuickBooks Desktop and I'd be happy to see if there's a way to do what you're looking for in QuickBooks Online.

     

    Take care!

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