This article covers the discount posting settings for QuickBooks Online with the Webgility Desktop application.
Below is how the discount shows up on an order on Shopify:
Below is how the discount shows up once the order is downloaded in the Webgility application:
We can record discounts in QuickBooks Online in two different ways:
1). In the discount field of the transaction in QBO
A. Navigate to Integrations> Accounting/POS/ERP> Posting Settings> Discounts
B. Enable the option Record Discounts
(Note: Using Apply discount before sales tax will calculate the discount before applying the Sales Tax to the transaction total.)
C. When posting the order to QuickBooks, you will find the discount amount recorded in the Discounts field of the transaction in QBO
2). As a line item on the transaction in QBO
A. Navigate to Integrations> Stores> Settings and enable the option Get discounts as a line item
Now orders will be downloaded with the online discount as a separate line item in the transaction.
Note: If the order was previously downloaded in the Webgility application prior to enabling the above setup, please follow the below help article to re-download the order:
B. Within QuickBooks Online, make a range of discount-type items to map and track the various online discounts while submitting the order.
Note: To download the latest QuickBooks items, please follow the below help article:
C. 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.
D. Once you have mapped the item, attempt to post the order to QuickBooks again.
In QuickBooks, the online discount will show up as a separate line item on the sales receipts, invoices, or sales orders.