Show Discount on a Sales Order or Invoice - QB Accountant Desktop

I want to ensure you're able to see those discounts added to a sales form, @Vtabee. I'll share some workaround you can use to achieve it.

In QuickBooks Desktop (QBDT), the ability to add a discount column and show the price level applied to an invoice is unavailable. You can only add a discount item and a subtotal to an invoice when adding a discount. 

Additionally, showing a list of discounted prices is unavailable in the program since this is added as an item and not tied to any of the product items you've created in the file. 

As a workaround, you can run a Custom Transaction Detail Report and customize the details to show the discount applied to your customer's invoice. Here's how:

1. Select the Reports tab and choose Custom Reports.
2. Choose Transactions detail.
3. Next, click the Customize report and go to the Columns section in the Display tab. Check the option for Item, Amount, Num, and any other columns you need to add.
4. When done, go to the Filters tab and select Name. Choose only the customer's name where the discount is applied. Select OK.
5. From there, you'll see the discounts added to the invoice. 

For further guidance in customizing a report, check out this article: Customize reports in QuickBooks Desktop.

The program also allows you to save the modifications you made and use them in the future. To do so, just use the memorize report feature.

I'm always willing to provide help if you have other concerns in managing your customer's invoices. Feel free to leave a reply below. Have a good one. 

Thank you for that work-around.  In theory this works, however if there is more than one discount line (we often have two) then you cannot be sure of what discount applied to what item, unless you create some excel formulas to prove the total discount amount and calculate the discount given to each item.  Even then, you're going to have rounding issues, and it's a manual process.  It seems they will not be improving the Desktop versions, so we may have to look at Online.  

Thank you again for a work-around idea!