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GaryT82
Level 1

Products Discounts

Im currently on QBO and I find it workable for now, main thing we struggle on is discounts per line, some customers can order 30 products and everyone is different discount value, so to manually edit them one by one is very time consuming.

 

There is a work around by adding a non sales product but it looks very unprofessional on the invoices and I feel ashamed to send it to our customer.

 

Ive ready that the QB desktop PRO (for the Mac) has the feature which is able to do this, but is this compatible with QBO, do they sync together?

6 REPLIES 6
jamespaul
QuickBooks Team

Products Discounts

Hello, Gary. 

 

I'll gladly share the details regarding the availability for the pricing, and help you set up your discounts in QuickBooks. 

 

Both QuickBooks Desktop (Mac and Windows version) and QuickBooks Online are two different platforms. So, they won't sync together. 

 

I take it that you're referring to the Price Rules or Advanced Pricing feature. For QuickBooks Online, the Price Rules feature is available in the US version only.

 

On the other hand, QuickBooks Desktop has the Advanced Pricing feature (for UK and US versions). Though, the Mac version doesn't have either features (the Mac version is only available in the US version as well). 

 

If you're interested in getting the Desktop version, I'd suggest reading this article: Use Advanced Pricing

 

Regarding your discounts, there are actually two ways to add discounts to your sales forms. As you mentioned, adding the non-sales product is the first method. 

 

Another way is to enable the Discount feature in the Account and settings page. This method might work for you since it doesn't require you to add it as a line item. 

 

Here's how: 

 

  1. Click the Gear icon, then select Account and settings
  2. Go to the Sales tab.
  3. Expand the Sales form content section. 
  4. Toggle the Discount radio button to On
  5. Click Save, then Done

 

discount1.PNG

 

After enabling it, you can set the discount amount or percentage as you create an invoice. Select either Discount percentage or Discount amount under the Subtotal section. 

 

discount2.PNG

 

When you've recorded your sales, do you need help recording your invoice payments? Check this article out for a guide: Record invoice payments in QuickBooks Online.

 

Please let me know if you'd like to learn more about handling your prices in QuickBooks. I'll gladly share some details with you again. 

GaryT82
Level 1

Products Discounts

Hi,

 

Thats total discounts, This is ok if the customer has 1 item, but if they have 10 items and not everything is discounted then I can't use this feature.

 

I need discount per line / item rather than bulk discount, we know the sage platform has this and I'm considering my options, we will even pay if this was a bolt on feature.

JonpriL
Moderator

Products Discounts

Hello @GaryT82,

 

As of the moment, there isn't an integrated way to add a discount for each line item while creating your customer's invoice. With this, I'd recommend letting our product developers know about your request by sending feedback. I'll show you how.

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter a few words describing your request.
  4. Click Next.

 

On top of that, I've also included this reference helpful with the resources needed in understanding the latest product enhancements: The QuickBooks Blog.

 

Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around happy to help. Take care and stay safe!

Fiat Lux - ASIA
Level 15

Products Discounts

@GaryT82 

Are you running a wholesaler company? You may consider having an inventory management app.

GaryT82
Level 1

Products Discounts

Is this a bolt on ? 

We sell hundreds of products and all different prices and rates, we do like sage but it’s expensive, ideally I’d like to keep using QB.

Fiat Lux - ASIA
Level 15

Products Discounts

@GaryT82 

Some 3rd party apps support QB Online. Otherwise, switch to another accounting app (other than Sage but cheaper than QBO). One app offers 2 kind of discount options (i.e line item level and invoice level). 

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