cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How to add a item as a percentage instead of $ amount

I would like to add a fee as a percentage of the items already on the invoice. Ex. add a 10% commission of all items of the invoice.
Solved
Best answer 03-31-2019

Accepted Solutions
Level 15

Re: How to add a item as a percentage instead of $ amount

Unlike desktop, there is no percentage line item in QBO

 

There is a work around though

create a service item named discount and link it to a sales income discount account, set the rate to a negative %, -10%, when you click out of the rate box QBO will change that to -0.1 (or you can just enter a negative decimal number = to the percent of discount)

 

use that item on the invoice or sales receipt, enter the amount to be discounted as the qty

the resulting math will be a negative 10% of the amount.

 

View solution in original post

7 Comments
Level 15

Re: How to add a item as a percentage instead of $ amount

Unlike desktop, there is no percentage line item in QBO

 

There is a work around though

create a service item named discount and link it to a sales income discount account, set the rate to a negative %, -10%, when you click out of the rate box QBO will change that to -0.1 (or you can just enter a negative decimal number = to the percent of discount)

 

use that item on the invoice or sales receipt, enter the amount to be discounted as the qty

the resulting math will be a negative 10% of the amount.

 

View solution in original post

Level 1

Re: How to add a item as a percentage instead of $ amount

This worked. I've seen this workaround before in the forums but couldn't make it work because it wasn't clear how the workaround worked. Now I understand what it's doing.

For anyone else who wants to use a percentage as a line item:

Basically, you want to trick QBO into doing the % calculation for you. 

As an example, if you want to discount 20% from the subtotal of $1000.00. You would create the discount item as @Rustler illustrates. So you create the item and enter -20% or -.20 in the rate field. When you go to add this discount item to an invoice you want to enter the subtotal amount you want to apply the discount to into the quantity field. In our example, you would enter $1000.

 

QBO calculates:

Quantity ($1000.00) x Rate (-.20) =  -$200

 

On the reverse side, you can use this method to add/charge a fee/commission/tax as a percentage. You would simply change the negative decimal number into a positive one in the rate field. 

 

For anyone wondering why not just use the default discount field in the invoice. It's because using the default % option would apply the discount to the entire invoice and you might just want to apply a discount to part of an invoice. 

 

Hopefully, this helps others and clears things up. This should really be a built-in feature in QBO.

Level 1

Re: How to add a item as a percentage instead of $ amount

This worked. I've seen this workaround before in the forums but couldn't make it work because it wasn't clear how the workaround worked. Now I understand what it's doing.

For anyone else who wants to use a percentage as a line item:

Basically, you want to trick QBO into doing the % calculation for you. 

As an example, if you want to discount 20% from the subtotal of $1000.00. You would create the discount item as @Rustler illustrates. So you create the item and enter -20% or -.20 in the rate field. When you go to add this discount item to an invoice you want to enter the subtotal amount you want to apply the discount to into the quantity field. In our example, you would enter $1000.

 

QBO calculates:

Quantity ($1000.00) x Rate (-.20) =  -$200

 

On the reverse side, you can use this method to add/charge a fee/commission/tax as a percentage. You would simply change the negative decimal number into a positive one in the rate field. 

 

For anyone wondering why not just use the default discount field in the invoice. It's because using the default % option would apply the discount to the entire invoice and you might just want to apply a discount to part of an invoice. 

 

Hopefully, this helps others and clears things up. This should really be a built-in feature in QBO.

Level 2

Re: How to add a item as a percentage instead of $ amount

The only bummer is how it shows the dollar amount as the quantity.  In the online version, the quantity column would be blank, rate/price 25% and Total the reduction (in our case).  It made for a very clean looking invoice.  Now it'll have 12,225 in the qty which looks very silly against the actual quantities of the products (1, 3, 2...) and -0.25.   It would be preferred to go back to the original format.

QuickBooks Team

Re: How to add a item as a percentage instead of $ amount

Hi there, @info44.

 

Quantity should be defaulted to 1 when adding an item to a transaction unless you manually changed it. To get it back to the original format, let's perform some troubleshooting steps.

 

There are times that the browser is full of frequently-accessed page resources, thus causing websites, like QuickBooks Online (QBO), to act weirdly. Try logging into your QBO account using a private browser.  

 

To use a private browser, here's how:    

 

  • Google Chrome: Ctrl + Shift + N
  • Internet Explorer: Ctrl + Shift + P
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

Once logged in, go back and try to add the discount item again to double-check. For your reference, you can read this article for more guidance: Add a Discount to an Invoice or Sales Receipt.

 

If this works, it means that you need to clear your browser's cache so the system can start fresh.  

 

If you get the same result while using a private browser, I recommend switching to a different browser. 

 

Also, in case you might want to customize your invoices and sales receipts forms in the future, you can check out this article for more details: Customize your Invoices, Estimates, and Sales Receipts in QuickBooks Online.

 

Just hit the Reply button if you have additional questions. I'll be right here to help.

Level 2

Re: How to add a item as a percentage instead of $ amount

Using the discount field at the bottom of the invoice is one thing.  Creating a line item that takes a discount is different.  The original post was about doing the latter.  We can't use the discount field b/c not every line item on our invoices always gets a discount and I don't see any way to code my items to be applicable for discount or not.

 

In desktop version, and the work around for this one, we enter the discount as a line item underneath the item it applies to.  For the discount line item to auto calculate I have to make the quantity the dollar of the item.  It's already set to % off so then the total is the amount to come off.

 

I'm open to other ideas tho.

QuickBooks Team

Re: How to add a item as a percentage instead of $ amount

Hi info44,

 

At this time, you can only apply discount per line item with the exact amount set up on the Products & Services page. As a workaround, you can manually calculate the amount so you can enter discount in your invoice.

 

I'll pass this along to our product team to let them know of your business needs. 

 

I have included this article in case you have other questions about QuickBooks Online (QBO): Sales And Customers.

 

Keep me posted if you have other concerns. I'll be here to help.

Need to get in touch?

Contact us