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September 13, 2020
Question

I am wondering if there is a way to add a misc material perentage in the estimate section. Has anyone done this before? for example 5% of material?

  • September 13, 2020
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1 reply

September 14, 2020

Hi joe_james01-hotm,

 

Being able to make an accurate estimate for your clients is key to running a business. QuickBooks Online makes making estimates easy and I'd be happy to help you with this.

 

When creating an estimate you should always try to be as accurate as you can with what you put in. At this time QuickBooks Online isn't able to make an item using a percentage of cost. You can however make a new item named misc material and leave the price empty. To make an item you'll just need to go to: Sales>Product and Services>New. This will allow you to manually enter the price when you add it to an estimate. You'll need to manually do the calculations however to find out what price to enter.  

 

If you wish to have the ability to charge a percentage in the estimate I recommend submitting feedback to our product development team to let them know you'd like to have that included. It's a simple process that you can do by following the steps in this article.

 

Take care.