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ADMIN2496
Level 1

QuickBooks Online doesn't allow us to import discounts given data fro our customers while importing bulk transactions. Is there any third party app that lets us do that?

 
4 Comments 4
JamesM
QuickBooks Team

QuickBooks Online doesn't allow us to import discounts given data fro our customers while importing bulk transactions. Is there any third party app that lets us do that?

Hi there, 

 

It's vital you're able to import your discounts into QuickBooks. Don't worry, I'll be happy to share more info about this. 

 

Since QuickBooks only imports line items, you'll need to use a third-party app such as this one here to import discounts. You can also search for other apps on our App Store using this link. In the meantime, here are the steps you'll need to follow to import your data manually.

 

To import the data:

  1.     Log in to the new account, then click on the Gear icon at the upper right.
  2.     Under Tools, choose Import Data.
  3.     Select the type of data that you'd like to import.
  4.     Click Browse to select a file to be imported.
  5.     Click on the Next button until finished.             

For more information about importing or exporting data, you can check out these articles: 

In case you have other questions, don't hesitate to contact our support team using this link

Fiat Lux - ASIA
Level 15

QuickBooks Online doesn't allow us to import discounts given data fro our customers while importing bulk transactions. Is there any third party app that lets us do that?

@ADMIN2496 

I am agreed with JamesM. Consider using an importer tool for your case. There are data field of DiscountAmt and DiscountRate to be imported into QBO.

https://transactionpro.grsm.io/qbo

 

Hope it helps.

lesedimagowe
Level 1

QuickBooks Online doesn't allow us to import discounts given data fro our customers while importing bulk transactions. Is there any third party app that lets us do that?

Which third party software can import discounts by line item into Quickbooks Online? Saasant cannot and the issue with migrating to Quickbooks Online is that all invoices were imported without discounts which is wrong and skews our accounts by overstating income. I am talking about thousands of invoices. Its really frustrating and Quickbooks needs to do something about this. I just moved to Quickbooks Online and am starting to regret it. We sell different products and these would have different discounts and I want all this information on QBO so we can pull reports and make proper comparisons. 

Fiat Lux - ASIA
Level 15

QuickBooks Online doesn't allow us to import discounts given data fro our customers while importing bulk transactions. Is there any third party app that lets us do that?

@lesedimagowe 

Prepare your Invoice data with the following template

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX
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then utilize the importer tool as I mentioned earlier

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