How do I run a Quickbooks report that shows the vendor discounts we received?

Let me discuss how we can show your vendor discounts in your reports, Dav.

In QuickBooks Desktop (QBDT), you can show this by pulling up and generating a Vendor Balance Detail report and then adding a Discount Available column.

Here's how:

1. Go to Reports, then choose Vendors & Payables.

2. Select Vendor Balance Detail.

3. When the report is generated, click on Customize Report.

4. On the Display tab, under the columns section, enter Discount Available.

5, Once finished, tap OK.

You will then see a column with your vendor discount information.

Moreover, in QuickBooks Online (QBO), you can generate a Vendor Balance Detail report. However, the Discount Available column feature is currently unavailable, and as a workaround, you can export the report and manually add the column outside QBO.

Additionally, you can reserve the exact settings of your customized report by memorizing them. You can utilize these articles:

• Memorize reports in QuickBooks Online
• Create, access, and modify memorized reports in QuickBooks Desktop

If you need further assistance adding discount details to your QBO or QBDT account, kindly notify me by leaving a comment below. I’ll be happy to assist you at any time, Dav. Keep safe!

Hi @Irene R and QuickBooks Team -

Regarding step #4, my QuickBooks Desktop Enterprise does not have the field "Discount Available".  How do I get the field "Discount Available"?  Is that field only available in certain versions of QuickBooks?

I'd gladly help you add a Discount Available field in QuickBooks Desktop (QBDT), Dav.

Let's ensure we are running the correct report to view a Discount Available field in QBDT.

If you're generating the correct report and the field is missing, we can run QuickBooks Tool Hub to fix common issues in the program. First, let's ensure you have updated QuickBooks Desktop to the latest release to keep your software up-to-date so you always have the latest features and fixes.

To download and install QuickBooks Tool Hub, follow the steps below:

1. Close QuickBooks.
2. Download the most recent version (1.6.0.5) of the QuickBooks Tool Hub. Save the file somewhere you can easily find it (like your Downloads folder or Windows desktop). Note: If you've installed Tool Hub before, you can find out which version you have. Select the Home tab. The version will be on the bottom.
3. Open the file you downloaded (QuickBooksToolHub.exe).
4. Follow the on-screen steps to install and agree to the terms and conditions.
5. When the installation finishes, double-click the icon on your Windows desktop to open the tool hub.

To use the QuickBooks Desktop Tool Hub, select Program Problems if you notice performance issues when you open the program. Check out this article for more information: Fix issues when QuickBooks has stopped working.

For additional information on how to customize the data, add or delete columns, add or remove information on the header/footer, and even personalize the font and style of the report, you can click this article: Customize reports in QuickBooks Desktop.

I always have your back if you need additional questions about running reports in QBDT. I'm always here to help. Take care.

Hi @LeizylM -

I believe my QBDT has the current updates.  However, is this "Discount Available" field available in the 2022 and 2023 QBDT?

I appreciate what you've done so far, @Dav. I'll share further details about the Discount Available field in QuickBooks Desktop (QBDT).

Currently, the Discount Available field is unavailable on the latest versions of QBDT. Discounts applied to bills are posted as transactions in the report and its details can be viewed by clicking on the amount.

Here's a screenshot for visual reference:

Here's how: 

1. In the Reports menu report, locate the  Vendors & Payables and select Vendor Balance Detail
2. Click Customize Report.
3. Go to the Filters tab.
4. Select Account and choose the account used for discounts.
5. Then hit OK.

Furthermore, you can read through these articles for future reference in handling and exporting reports in QBDT:

• Understand reports
• Export reports as Excel workbooks in QuickBooks Desktop
   

Feel free to post a reply if you have follow-up queries about running reports in the QBDT. I'm always around to help.