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oregonduck85
July 15, 2024
Question

adding a discount to a sales receipt

  • July 15, 2024
  • 1 reply
  • 0 views

Good Afternoon QB Community,

 

I operate a small boutique farm and winery in California. I've been using QB since my first business venture back in 1989. I just recently upgraded (I really hope I'm still going to feel that way moving forward) from QB2015 Desktop to QB Online. Still learning my way around, however I've hit on a situation that my QB advisor seemed unable to even conceptually grasp. I use a winery-centric POS system for sales. At the end of each day I get a compiled report of sales by line item and discounts (if any) applied. In QB2015 I could enter the entire day's sales as a single receipt. Here is how it would flow:

1) each item with the quantity sold

2) subtotal

3) apply a pre-set discount

4) continue to enter each item/quantity to which no discount would have applied (things like crv collected, or event tickets sold.

If the end number in QB2015 was different from the POS report (usually the case, I have multiple different discounts), I would adjust the discount amount so the numbers match up.

 

Here's where I'm getting stuck in QB Online: I can't figure out how to do the above. Is it even possible?

 

I appreciate any insights.

 

Cheers,

 

Mark

    1 reply

    S
    Sherrie_F
    July 15, 2024

    I highly appreciate you providing more details to your post and making QuickBooks a part of your business journey, @oregonduck85.

     

    In QuickBooks Online (QBO), when creating sales receipts, only the total of the line items will be the subtotal and can be added to the discount. Moreover, there's no option to subtotal or calculate the discount per line item when creating a sales receipt.

     

    I can see that achieving this process would be a great addition to the program. With this, I encourage sending feature requests to our product developers outlining this suggestion. They're genuinely interested in hearing your input and highly encourage you to send your suggestions.

     

    Here's how:

     

    1. On the upper right corner, click the Gear Icon.
    2. Under Profile, choose Feedback.
    3. Type in your product suggestions.
    4. Then select Next to submit.

     

    Additionally, here's an article you can browse just in case you want to personalize the appearance and layout of sales forms for an effective way to enhance your business communications in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    You can always count on me if there's anything else you need further assistance with when handling your sales receipts or anything about QuickBooks. I'll make sure to assist so you can keep your business going. 

    BigRedConsulting
    BigRedConsulting
    July 16, 2024

    @Sherrie_F  RE: In QuickBooks Online (QBO), when creating sales receipts, only the total of the line items will be the subtotal and can be added to the discount.

     

    That's super-lame, because that's not how the world works. Does anyone at Intuit development know anything? They knew this when they developed QuickBooks Desktop...

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