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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:
Rubielyn_J
QuickBooks Team

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Hello there, @ATLSteve.

 

I understand the challenges of transitioning to a new platform. Rest assured, I'm here to ensure your invoicing process remains efficient and accurate. 

 

In QuickBooks Desktop, you can create price rules with conditions based on customer, item, sales rep, and class. However, this option in QBO is unavailable. 

 

In the meantime, we can discount a percentage of an invoice or sales receipt. If you have set discounts with fixed prices, you can utilize this link to help add them as a line item on your form: Add a discount to an invoice or sales receipt in QuickBooks Online.

 

Otherwise, you can visit the QuickBooks App Store, where you can explore a variety of third-party payment apps that are compatible with QuickBooks. These apps are designed to facilitate adding discounts and may offer the features and functionality you require. 

 

In addition, I will provide you with a link that offers guidance on customizing sales forms in QuickBooks Online. This resource will assist you in personalizing your invoices, estimates, and sales receipts to better suit your business needs: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

Don't hesitate to tag my name if you have further queries about recording discounts in QBO. I'll be around to help always.

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