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cglo
February 1, 2021
Question

Discounts in Advanced Settings - not mapping to the correct account

  • February 1, 2021
  • 1 reply
  • 0 views

In looking at my P&L for last year, I have two Accounts that have Discount items in them - even though they were invoiced using the identical process. Most are mapping to the correct account but I have a few that have mapped to another account somehow. 

 

They were entered as Discount % after the subtotal on the invoice instead of using product/services line items in the body of the invoice. My questions: 

 

How can I fix the few that didn't go to the right account?

Am I better off using line items in products/services?

 

Thanks!

1 reply

C
CaitlinOG
February 2, 2021

Hi cglo, 

 

It's great that you're making use of discounts in QuickBooks Online to provide value to your customers. I want to ensure that your discounts are mapped to the proper accounts so that you can get back to business. 

 

The Discount option from the advanced settings should flow to whichever account is selected within the advanced settings menu. The only reason I can see for the discounts to go to a different account is if a user changed the account that this setting was mapped to. Here's how to double check the account within your settings: 

 

  • Navigate to the Gear icon, then click Account and settings.
  • Select the Advanced tab, then click on the Chart of accounts section. 
  • Verify the account showing in the Discount account field, and use the dropdown menu to change the account if necessary. 
  • Once you're finished, click Save and then Done. 

 

You can change those invoices by removing the discount and then applying the discount line item like you did for your other invoices if you'd like. With that being said, the discount feature should be mapping to the correct account. If the discount account was showing correctly within your settings, then I recommend reaching out to our support team outside of QuickBooks Online so that they can take a look at how the program is behaving and determine what's going on. Here are your options for getting in touch with them: 

 

Phone: Call 1-855-253-1536 from Monday to Friday from 9 a.m. to 8 p.m. EST.
Schedule a Callback or Chat: Click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. Support is available from Monday to Friday between 9 a.m. and 8 p.m. ET.
Social Media: Facebook, Twitter, and Instagram.

 

Please let me know if there's anything else I can do to assist you here in the Community! 

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