QBO - Invoice Discount - shows in Sales Summary as Quantity of Invoice if percentage

Davef2171 · ‎February 15, 2020

I turn on Discounting on an Invoice. Tried Discount Percentage but Sales Summary Report by Product showed Quantity as the Invoice amount i.e. a 10% discount on a $13000 showed Discount -$1300 Quantity -13000.

Found out that even if you turn it to Discount by value the old quantity remains. It does not add a quantify if you start with a Discount by value.

Q1 - how can I get the quantity removed from the report ? Report line item looks like:

Quantity Amount Percent

Not Specified

-20,000.00

-4,062.62

-2.96 %

Q2 - is there a way to break out the Not Specified other than creating Products? It current includes discount, exchange variations which I assume are system created hence "Not Specified" in product/Service field

GlinetteC · ‎February 15, 2020

Hi there, Davef2171.

Thanks for reaching out to the Community for support. I'd like to share insights about your concerns.

The ability to remove the Quantity column in your report is unavailable in QuickBooks Online. However, you can export it to Excel and manually remove the Quantity column from there. Here are the steps:

From the Sales by Product/Service Summary report page, click the Export icon.
Select Export to Excel.
From the Excel file, remove the Quantity column.

I've added screenshots for your guide:

Now, you're able to get the desired information on your report.

On the other hand, to break out the Not Specified, you can just click the Amount to show the detailed transactions and discount amount included.

You can check this article about customizing your reports in QBO: CUSTOMIZE REPORTS.

If you have any other questions, all you have to do is click the Reply button. I'll be here waiting to help out.