Quickbooks ignores the custom PST amount in Bill and re-calculates it for Invoice.
Hello,
I have encountered an issue with the amount and markup calculation in invoicing. Below is a detailed example:
Steps to Reproduce
Step 1: Create a Bill
I created a bill via Expenses > Bills > Add Bill with the following parameters:
- Amount: $100.00 CAD
- Sales Tax: GST/PST (BC)
- Billable: Yes
- Markup %: 20%
Important: I manually adjusted PST (BC) @ 7% on $100.00 from $7.00 to $2.00.
Step 2: Create an Invoice
I navigated to Sales > Invoices > Create Invoice, selected the line item from the bill above, and observed the following values:
- Amount: $107.00 CAD
- Markup: $21.40 CAD
Issue Description
- The expected Amount after my manual tax adjustment should be $102.00 ($100 + $2 adjusted tax).
- However, the system appears to have recalculated the tax, resulting in $107.00 instead of $102.00.
- Consequently, the markup calculation is also incorrect:
- Expected Markup: $20.40 CAD (20% of $102.00)
- Actual Markup: $21.40 CAD
Impact
This issue was initially found in the Sandbox, but my clients have also reported it in the Production environment.
Expected Behavior
- The system should respect user-defined tax adjustments instead of recalculating them automatically.
- The markup should be based on the adjusted total, not the system-recalculated amount.
Could you please confirm if this is a expected behavior or known issue and suggest a possible resolution?
Thank you.
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