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

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)