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daniel-aec-inc-u
February 10, 2021
Question

How can I add a mark-up to materials I am adding to my estimates?

  • February 10, 2021
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

MaryLurleenM
MaryLurleenM
February 10, 2021

You can create a markup item to add to your estimates, daniel-aec-inc-u.

 

Here's how:

  1. Go to the +New button.
  2. Select Estimates under Customers.
  3. In the Product/Service column, click Add New.
  4. Set up the item. Once done creating an item for markup, click Save and Close.
  5. Enter the markup amount and other details for this transaction.
  6. Click Save.

That's it. Keep me posted if there's anything else you need.

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daniel-aec-inc-uAuthor
February 10, 2021

This is a terrible way to add mark up. I should be able to enter my parts and mark a percentage for mark up and it be used for that item in estimates. Doing it as a total for n entire invoice is not useful. Do you mark up a part that is $4 the same as apart that is $30,000? No they have their own individual rate of mark up. This used to be available in the Contractor edition of quickbooks. 

    MaryLurleenM
    MaryLurleenM
    February 10, 2021

    This is not what we want you to feel, daniel-aec-inc-u.

     

    The Contractor Edition is different from QuickBooks Online. It's more detailed and caters specifically to contractors' needs.

     

    For now, you can only add markups in QBO with the steps provided above.

     

    You can always leave a reply on this thread if you need anything else.

    W
    WAM2023
    June 23, 2023

    Intuit doesn't care.  Just another prime example of a business product developed by non-business owners/people.  This problem has been ongoing since at least 2018 and Intuit has ignored.  I don't know how any company can efficiently operate without this simple feature: show "cost" and "markup" on the estimate.  I know a ton of people are leaving QB, I believe I am next...what a crap company that is completely out of touch...a complete joke of a company.

    A
    Awkwierd
    December 1, 2023

    I am working on a cost plus job.  I need to add the mark up on each INVOICE.

    I import materials into the invoice, and then when I try to mark up each item, nothing happens to the price!

    I am using Premier Plus Contractor edition 2023. 

    I know how to add the mark up for an estimate. There should be a setting to automatically add this, but I suffer through having to do it line by line.

    What I want to know is: How do I add the markup to billable materials at the end of the job?

     

     

    S
    SashaMC
    December 1, 2023

    Hello Awkwierd

     

    Welcome to the QuickBooks Community! I found this video that I believe may be beneficial to your case. 

     

     

    If this doesn't apply, then I will go ahead and submit feedback to our Developer about making a feature available for this. I can indeed understand how tough and time-consuming it can be for sure. 

     

    Let me know if this helped you out! I will be around if you need anything else. Bye for now. 

     

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