Skip to content
  • There are no suggestions because the search field is empty.

Discount posting settings for QuickBooks Online

This article explains how Webgility Desktop handles discount posting when orders are downloaded from an sales channels (such as Shopify) and synced to QuickBooks Online (QBO). Discounts can be recorded in two ways: either in the native QuickBooks Online Discount field or as a separate line item within transactions. The guide outlines both methods, step-by-step instructions, and important considerations to ensure discounts are recorded accurately in QBO.

Overview:

When orders are downloaded from your sales channels (e.g., Shopify) into Webgility Desktop, discounts can be recorded in Quickbooks Online in two different ways:

1. Record Discounts in the Discount Field of QBO Transactions

With this method, discounts are posted directly into the built-in Discount field in Quickbooks Online.

Steps:

  1. Navigate to Connections → Accounting/POS/ERP → Sync Settings → Discounts.

  2. Enable the option Record Discounts.

    1. Note: If you enable Apply discount before sales tax, the discount will be calculated before applying sales tax to the transaction total.

  3. Post the order to Quickbooks Online.

    1. The discount amount will appear in the Discount field of the transaction in QBO.

    2. Record Discounts as a Line Item in QBO Transactions

    This option posts discounts as a separate line item within the transaction.

    Steps to follow:

    1. In Webgility Desktop, navigate to Connections → Sales Channels → Settings.

    2. Enable the option Get discounts as a line item.

      • Orders downloaded will now display the discount as a separate line item.

      Important: If an order was already downloaded before enabling this setup, you’ll need to re-download the order.
      Order Re-download in Webgility Desktop

    3. In Quickbooks Online, create discount-type items to map and track the various online discounts.

      To refresh and download the latest Quickbooks Online items in Webgility Desktop, follow this guide:
      How to Download the Latest Accounting Data from Scratch

    4. Post an order with a discount to Quickbooks Online.

      • An Item Mismatch pop-up will appear.

      • Map the order’s discount item to the specific discount item you created earlier in Quickbooks Online.

    5. Reattempt posting the order to Quickbooks Online.

      • The discount will now appear as a separate line item on sales receipts, invoices, or sales orders in QBO.