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Sooner83
February 15, 2021
Question

Discount Value field

  • February 15, 2021
  • 4 replies
  • 27 views

We have customer orders coming into QB from an eCommerce platform that periodically include discounts. These discounts get mapped into the "Discount Value" field in QB as shown on the attached image. This Discount Value field is where we want these discounts to go, but is there a way to get a report from the Discounts Value field for a period of time? The amounts in the Discounts Value field are not getting recorded to our Discounts Given account (which would be the ideal scenario), so at the least I would like to be able to find the total that is getting recorded to the Discounts Value field for specified time periods. The eCommerce platform can provide the discounts applied to orders to a certain extent, but there are other issues with this information so we would like to be able to pull this information from QB.

4 replies

Rubielyn_J
Rubielyn_J
Level 8
February 15, 2021

It's good to see you here in the Community, @Sooner83.

 

We can run the Sales by Product/Service Detail report to show all the discounts. It will only take a few steps to run this. 

 

Here's how: 

  1. Sign in to your QuickBooks Online account.
  2. From the left panel, choose Reports.
  3. In the Find report by name field, search and select Sales by Product/Service Detail report.
  4. Choose the date under the Report period section.
  5. Click Run report.

 

In case you'll want to personalize your report, feel free to view this article: Customize report in QuickBooks Online.

 

Additionally, I'll be leaving these resources to guide you manage reports in QBO: 

 

Please reach out if there's anything else I can do to help. I'm determined to be your number one resource for QuickBooks Online. Have a wonderful day.

Sooner83Author
February 16, 2021

Rubielyn,

 

Thanks so much for your help. Just to clarify, I assume this means there is no way to specifically filter the information I want beforehand in order to just pull discount information without all of the other pieces of information in this report? I will have to download everything in this report for a specific time period and then sort/filter for the discounts on the back end? 

 

You might be able to help me with a related question. As I mentioned before, the discount information we are receiving from the eCommerce platform displays discount information in the Discount Value field within each order. This discount amount is also being recorded in our Sales account as an offset to sales revenue rather than in our Discounts Given account. Is there a way to change the mapping so that the values in the Discounts Value field get recorded to our Discounts Given account?

Rubielyn_J
Rubielyn_J
Level 8
February 16, 2021

I'm happy to see you here again, @Sooner83. I'd be glad to clarify things for you.

 

I want to make sure we're on the same page. If you mean you'll want to filter the report to show just the discount information, here's how to do it: 

 

  1. Log in to your QuickBooks Online account.
  2. From the left panel, select Reports.
  3. In the Find report by name field, search and select Sales by Product/Service Detail report.
  4. Choose the date under the Report period section.
  5. Select the Gear icon inside the report then just check the box next to Memo/Description and Amount.
  6. Click anywhere to refresh the page. 

 

Otherwise, you can run the account report, here's how: 

 

  1. Go to Accounting, and then choose Chart of Accounts.
  2. Search for your Discount account, then click Run report under the Action column.
  3. Select the Report period.
  4. Click the Gear icon inside the report then just check the box next to Memo/Description and Amount.
  5. Choose Run report.

 

If you mean anything else, just let me know and I'll gladly help you. 

 

With regards to the changing of mapping for the discount from the eCommerce platform, I suggest contacting their support team. They are the expert regarding this matter. You can also verify if they can change the mapping of the discount so it will be recorded to your Discounts Given account rather than the Sales account.

 

I've also added this article to guide you manage reports in QuickBooks Online: Print, email, and export reports.

 

Get back to us anytime you need further help with this. I'm right here together with the Community people to help you out. Stay safe always.

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