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September 14, 2024
Question

Can I change the default behavior of discounts taken off an invoice? Currently the discount shows after taxes. Can change the default to be before taxes?

  • September 14, 2024
  • 1 reply
  • 0 views
I'm feeding invoices from Jobber integration into Quickbooks online.  It works great except the discount syncs over as an after tax discount.  I have to go into every invoice and manually change it.  Can I change something in QBO so that it defaults to before taxes so future integrations work correctly?

1 reply

September 14, 2024

Thank you for taking the time to reach out and for choosing QuickBooks Online (QBO) to manage your business, Levvintre. We’re delighted to hear that our platform, alongside your Jobber app, is essential in keeping your operations running smoothly.

 

QBO will work seamlessly for your needs, and I appreciate you bringing this invoice discount issue to our attention. I want to assure you that we’re here to support you and find the best way to address this problem.

 

Since you’re using the Jobber app to manage and integrate your invoices, QBO will process transactions exactly as Jobber sends them, including how discounts are applied.

 

To apply discounts before taxes, please check the Jobber app for settings that allow you to adjust the discount application before syncing with QBO.

 

Additionally, visit this link to learn how to discount invoices and sales receipts in QBO: Add a discount to an invoice or sales receipt.

 

Moreover, check this article to help personalize your sales forms: Customize invoices, estimates, and sales receipts.

 

You can always get back to us for assistance managing invoice discounts in QuickBooks. Our team is always available to help.