Discount Posting Settings for QuickBooks Desktop
This help article explains how Webgility Desktop users can configure discount posting settings for QuickBooks Desktop. It outlines steps to post discounts under a generic QuickBooks discount item or directly apply the discounted item price. The article also covers how to download discounts as a line item from sales channels, allowing users to track each discount or coupon separately and map them to different items in QuickBooks for accurate reporting and accounting.
Steps To follow:
- In Webgility Desktop navigate to Connections go to Accounting/POS/ERP, click on Sync Settings.
- Now goto Discounts and under Capture discounts and other charges enable "Record discounts" and then select a discount type item from Quickbooks Desktop then click on Save and Continue.
Note: To download Discount as a line item, In Webgility Desktop navigate to Connections go to Sales Channels, then Sales Channel Settings.
- Once done then try to post an order (which has discount in it) and this should post discount amount as a line item on the respective QuickBooks Transaction.
- Enable Get Discounts as a line item.
The advantage to having the discount as a line item is that you can track each discount separately (in case you offer multiple different discount codes) as each discount/coupon used in the store can be mapped to a different item in QuickBooks.
- Webgility Desktop can also directly bring in the discounted item price. (this feature works only for supported sales channel)