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Sukitw
Level 1

Discount field in spreadsheet for syns QuickBooks

Hello, I would like to ask about the discount field in Spreadsheet Sync. Currently, the invoice template shows Discount %, but I would like to change this to enter a Discount Amount instead. How can I adjust the column to accept discount as an amount? Right now, when I try to sync with QuickBooks Online, the data does not go through correctly.

1 Comment 1
JorgetteG
QuickBooks Team

Discount field in spreadsheet for syns QuickBooks

We recognize the benefit of using a discount amount instead of a percentage when working with the Spreadsheet Sync feature in QuickBooks Online, Sukitw.

 

Currently, this feature defaults to recognizing discounts in percentages and doesn’t support applying discounts directly as an amount during syncing.

 

To work around this, we suggest manually converting your discount amount into its percentage equivalent (e.g., Discount Amount ÷ Total Line Amount × 100) and entering the percentage in the Discount % column of your spreadsheet.

 

Example:

 

If your total line item is $100 and your discount is $10, the percentage will be 10 ÷ 100 × 100 = 10%.

 

After updating the discount column in percentage format, save your spreadsheet and sync it again with QuickBooks Online.

 

If you have any further questions or require additional assistance, please add a comment below. We are here to help.