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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Ethel_A
QuickBooks Team

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I'll help you add a line item discount on your sales form, @mccrarystv.

 

If you provide repeated or special discounts, you can add a discount as a line item plus a description to your sales form. You can add specific amount for the discount, not by percentage.

 

First, you need to create a discount item.

 

Here's how:

 

  1. Go to Settings ⚙ and then Products and Services.
  2. Click New.
  3. Select Non-inventory or Service for the type.
  4. Enter the name Discount in the Name field. If you want to create multiple discount items, give each discount a unique name.
  5. In the Sales price/rate field, enter the discount as a negative amount. Keep in mind this is a dollar amount and not a percentage.
  6. From the Income account  dropdown, select Discounts given.
  7. From the Sales tax category ▼dropdown, select Nontaxable.
  8. Click Save and close.

 

You can now add the discount item to your sales form. Follow the steps below.

 

  1. Go to + New.
  2. Select InvoiceEstimate, or Sales receipt.
  3. Add your products or services in the Product/Service column.
  4. Add the discount item you just created in the Product/Service column. You can adjust the discount if you need to. Just make sure it's a negative amount.
  5. Fill out the rest of the form.
  6. Click Save.

 

You can check this article to learn more about adding discount to an invoice or sales receipt: Add a discount to an invoice or sales receipt in QuickBooks Online.

 

I'm also adding this article for future reference running reports in QuickBooks Online: Run reports in QuickBooks Online.

 

Let me know if you have additional questions about adding discount in QuickBooks Online. I'm always here to help. Have a great day. 

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