Hello CindyMatteson,
I can help you with apply discounts to transactions in QuickBooks Desktop. It's a pretty simple set up process and is super easy to use moving forward. Here's what you need to do.
In QuickBooks Desktop, a discount can be set up as a line item and there's even an item type for this specific purpose. Let's start by making sure you have that item type set up.
- Select Lists from the top menu bar.
- Choose Item List.
- Search Discount in the Look for field at the top of the Item List window. If you already have one set up, great! If not or you need a different one, proceed to step 4.
- Click Item at the bottom of the window and choose New.
- Choose Discount from the TYPE drop-down menu on the New Item window.
- Fill in the discount item details (Note: The field can be left at 0.00 if you'd like to manually enter the amount each time, but add the % symbol if it should be a percentage).
- Click OK to save.
Now that you've got it set up, it's as simple as adding this line item after the item that's being discounted. If you're looking for the discount to apply to the total of the transaction, enter your product and/or service items, then insert the Subtotal item first, then the discount item to make sure the discount applies to all of the above lines.
The Subtotal item should also be set up in your company file, but if it's not, you can create it through the Item List. Simply choose Subtotal as the TYPE on the New Item window.
I'm here if you need clarification about any of that! Have a great rest of your day. :)
