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Applying a Markup to an Invoice

Markups can be applied to a portion or to the entirety of an invoice by adding an Other Charge item beneath any given line item.

Solution Description
To apply a markup to an invoice, create an Other Charge item with the Amount field populated with the percentage amount of the markup.
 
Detailed Instructions:
  1. Open the Item List from the QuickBooks Lists Menu.
  2. Click the Item button at the bottom and select New Item (or press Ctrl + N).
  3. Choose Other Charge as the type and create a name as to be read on the invoice.
  4. Populate the Amount field with a percentage (Example: 35% or 10%).
  5. Populate the Account field
  6. Click OK
Applying a markup to one line item:
 
Place the Other Charge item directly under the line item the markup is to be applied to. The Markup item will only calculate against the line directly above it:
 
 
Applying a markup to an entire invoice:
  1. Create a Subtotal item by selecting Subtotal as the item type when creating a new item in the Item List.
  2. Add the Subtotal item directly beneath the group of items the markup is to be applied to
  3. Place the Markup item below the Subtotal item that was added to the invoice
 

If this solution does not resolve the issue, please review other available QuickBooks support options for additional guidance. You can also read and post messages relating to your issue on the QuickBooks Community forums.

KB ID# HOW13126
10/24/2014 4:57:14 AM
PPRDQSSWS404 9102 Pro 2013 45f92e