Move to QuickBooks Online
I will share details and steps on how to make sure the correct amount is used when creating invoices, greenbkpr.
Please know that QBO will only use the sales price/rate if the item is directly used when creating sales transactions, and not from billable expenses. You'll need to turn on and use the markup feature so it will automatically calculate the correct sales amount.
Here's how:
- Go to the Gear icon and select Account and Settings.
- Proceed to the Expenses tab and look for Bills and expenses.
- Check the box for Markup with a default rate of, then type the percentage of the markup to use in your invoices.
- Choose Save and click Done.
Once done, you'll see a section for the markup rate when creating an invoice. Here's an article that talks about this feature for more details: Enter Billable Expenses.
Let me know if you're able to bill your customer with the correct amount. You can also post follow-up questions if you need anything else.
