All Collections
Webgility Desktop
Order Setup
Configure Online Order Discounts in Webgility Desktop
Configure Online Order Discounts in Webgility Desktop

This article covers the Online discount settings for QuickBooks Financials with the Webgility Desktop application.

David Pond avatar
Written by David Pond
Updated over a week ago

There are multiple ways discounts can be handled with QuickBooks. Post as a separate line item, download the item level discount price, or download discounted item price (Bigcommerce & Shopify).

How to Set Up and Use a Discount Line Item with QuickBooks

Navigate to Integrations > Stores > Settings and enable the Get discount as a line item option.

With Get discounts as a line item selected, orders will download with the online discount as a separate line item in the transaction.

You can create a variety of discount-type items in QuickBooks. Once mapped, you can record the online discount amount while posting the order to QuickBooks.

After making the discount items, you will need to download the most recent QuickBooks items to see them in Webgility: Navigate to Integrations > Get the latest data and settings.

In the pop-up window, click Download Data under the Download QuickBooks data and settings area. Note: This may take several minutes. Once it is completed, close the window.

Post an order with a discount to your QuickBooks. You will receive an Item mismatch Pop-up. You will need to map the order’s discount item to the specific discount item you created earlier in QuickBooks.

Once you have mapped the item, then post the order to QuickBooks again.

In QuickBooks, as shown below, this is how the online discount will look as a separate line item on the sales receipts, invoices, or sales orders.

Download the online order discount at the subtotal level

To download discounts at the subtotal level, disable the option Get discount as a line item and Get discounted item price inside the store settings in the Integration > Store > Settings menu.

This will cause future orders to download the online discount amount into the specified discount field of the order details.

Now, to record online discounts as a line item with the standard discount type item in QuickBooks.

Navigate to Integrations > Accounting/POS/ERP > Posting Settings.

Go to the Discounts tab and select the discount items you wish to use to record online discounts and coupon amounts.

When the order is posted to QuickBooks, you will find the discount amount recorded as a line item.

Download the online discount with the discounted item price

Note: This option is only applicable to Shopify & Bigcommerce.

Navigate to Integrations > Stores > Settings.

Enable Get Discounted Item Price option.

Once you enable the option, the Webgility Desktop App directly downloads the discount amount at a discounted item price rather than downloading the discount amount separately as a line item or at the subtotal level.

Now you can post the order to QuickBooks using the discounted item price.

Did this answer your question?