Hi there, Brita.
I'm here to share information regarding your inquiry on adding discount reasons when using the discount feature in your QuickBooks Desktop (QBDT) Enterprise.
Yes, it is possible to add reasons for discounts on your QBDT account by using the Description tab. The discount reason can be viewed once it is applied to an invoice or bill. The process for setting up a discount reason is the same as setting up a discount item. You can follow the steps outlined below.
- Go to Lists, then choose Item Lists.
- At the bottom of the bar, click on the Item dropdown arrow.
- Choose New.
- Select the Type of item you want to create. In your case, choose Discount.
- In the Description section, enter your discount reason. You can also utilize the other feature to personalize the item.
- Once done, click OK.
Refer to this article for more details regarding setting up discount items in your QBDT: Add, edit, and delete items in QuickBooks Desktop.
Additionally, you can check this article for a step-by-step guideline on if you're applying a discount directly to an invoice: Use discount and subtotal items on an Invoice.
If you have additional concerns about setting up your discount reason in QBDT, let me know by returning to this thread. I'd be happy to assist you at any time, Brita. Take care!
