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jluthye
September 23, 2021
Question

Report on Purchase Discounts

  • September 23, 2021
  • 2 replies
  • 0 views

I would like to run a report that shows which line a purchase discount was applied to in AP. This report needs to show the program or name that the discount was applied to. I have run the quick report for this account in my system, and the GL report to determine this but it only shows the vendor in the name and the source name. Please help me determine the name applied. 

2 replies

R
ReymondO
September 23, 2021

Good day, @jluthye.

 

You can run a quick report for the discount account. This will provide you the information on which transaction the discount was applied to. All you have to do is to follow these easy steps:

 

  1. Go to Lists and select Chart of Accounts.
  2. Search for the Discount account and double-click it to open.
  3. Double-click again the transaction to open its details. 

 

Additionally, you can customise this report to get a better view of your business. 

 

That should do it. Let me know if need further assistance in handling your reports in QuickBooks Desktop. I'll be here to help. Keep safe!

J
jluthyeAuthor
October 20, 2021

Hi ReymondO,


This does not yeild what I am looking for. 

 

When I do the quick report and customize the report to show name and source name, both are the same. However, if I review the actual transaction, the name (customer job) and the source name (AP) are different. I need to know what the customer job is for the discount and the vendor. 

 

Does that make sense?

 

Jennie

AlcaeusF
AlcaeusF
October 21, 2021

Hi, @jluthye.

 

Thanks for getting back to us and for trying the steps shared by my colleague above. Allow me to chime in and help get the report you need in QuickBooks Desktop (QBDT).

 

I tried to replicate your concern here on my end, and the result is the same as yours.

 

To ensure that I'm on the same page, may I ask for some additional information about the transactions so I can review the line items and the transaction itself (i.e. Screenshot). From there, I can go ahead and check the available reports that suit your need.

 

Just click the Reply button below to add more details. I'm looking forward to hearing from you soon.

E
Ethel_A12
October 29, 2021

Hi there, @jluthye.

 

Thank you for providing us with more details about the report that you need. Let me add some information about running a report that shows the discount.

 

If you refer to the discount feature, this will not show in the report. Instead, it will show in the customer's name.

 

You may check for the available reports in QuickBooks Desktop. It can also help you understand different types of reporting.

 

I'm also adding this article to guide you in customizing reports: Customize reports in QuickBooks Desktop.

. 

Let me know how it goes or if you have follow-up questions about this. I'm still here whenever you need help.

J
jluthyeAuthor
October 29, 2021

Hello, 

 

Thank you for your response. I do not see in your answer the correct report to run. Can you advise what that report is?

 

Jennie

katherinejoyceO
katherinejoyceO
October 30, 2021

Thanks for coming back for more support, @jluthye. 

 

You can run the Transaction List by Customer report and customize it to show all jobs transactions. However, the discount will only show in the customer's name as mentioned by my peer Ethel_A.

 

Here's how:

 

  1. Go to the Reports menu, then click Customers & Receivables.
  2. Choose Transaction List by Customer, then click Customize Report.
  3. In the Filter tab, search for Job Type.
  4. From the drop-down menu, choose Multiple Job Types. 
  5. Choose the period, then click OK.

 

You also want to run the Customer & Job List report to show all of your customers.

 

Here are some of our helpful articles for your future reference in case you want to learn more about how to customize the report in QuickBooks Desktop:

 

 

Let me know in the comment section if you have any other concerns. I'll be around to help.

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