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Buy nowI'd like to be able to add a percentage charge to an item list in QBO. The feature worked awesome in Desktop, but everything I've read in the forums and instructions I tried without success.
I went to the gear icon:
Then to lists
Products & services and then new, and service
Named the item
Provided the description
In the Sale price/rate entered 5%, and assigned to the appropriate income account
Save & close
Next step is on the actual invoice, I go to the Product/service pull down and locate my item.
The item shows up wiht the correct numbers, and voila - it adds 5 cents to the invoice. (not what I intended)
This is a critical piece for me that was available in desktop; we pass along a fuel surcharge when gas prices exceed $5.00 per gallon, and with this last attempt failing, I needed to manually calculate each invoice (over 200) to add the surcharge. (Desktop did the whole thing.)
Any suggestions would be super apprecaited - Thanks!