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Replying to:
LollyNino_C
QuickBooks Team

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Hi there, @Jdelectric1

 

Thanks for taking the time to post in the Community. I'll be glad to share more info about discounts and how they're applied on estimates. As my colleague, ChariesM, mentioned above you'll need to manually add the discount percentage on the sales forms.

 

You can create a discount on the Product and Services page. Let me guide you on how.

  1. Go to the Gear icon.
  2. Select Products and Services.
  3. Click New at the top right.
  4. Select Non-inventory or Service for Products/Services type, then complete the information needed.
  5. Name the item Discount. If you want to create multiple discount items, give them unique names so they're easy to tell apart. (Example: 5% Discount).
  6. Enter the discount as a negative amount in the Sales price/rate field. This is a dollar amount and not a percentage.
  7. Choose the Discount given account in the Income account drop-down menu. QuickBooks creates this account for you when you turn on the discount feature.
  8. From the Tax drop-down menu, select Nontaxable.
  9. Hit Save and close.

Once done, you can now use the discount field on your sales transaction by choosing the Discount percentage or value.

 

Please see the sample screenshot attached for reference:

 

I've also added this article if you need to apply a discount to the total amount of the invoice: Add a discount to an invoice or sales receipt in QuickBooks Online. This link provides detailed steps and instructions. 

 

I'm just a clicks away if you should have any questions about discounts. Thanks for coming, and have a great rest of your week.

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