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

How to resolve discounts downloading as line item in Shopify Orders

This article helps Webgility Desktop users in addressing an issue where negative order totals appear after importing orders from Shopify, typically due to discounts applied to items that were later removed. These discrepancies cause posting failures to QuickBooks Desktop Enterprise, as Webgility Desktop interprets the discount as a separate line item. The guide provides resolution steps and best practices to prevent similar issues in the future.

Overview

Some customers have reported seeing negative order totals after importing orders from Shopify. This issue is typically linked to discounts applied to items that were later removed from the order. These discrepancies prevent successful posting to QuickBooks, as Webgility interprets the discount as an extra line item, causing order total mismatches.

This article outlines the steps to resolve this issue and prevent it from occurring in the future.

Root Cause

  • Discounts were set to import as line items in Webgility.

  • When a discounted product was removed, the discount line item remained in the order.

  • This resulted in negative order totals, which are not supported in QuickBooks, thereby blocking the order from being posted.

Resolution Steps

Follow the steps below to fix the issue:

Step 1: Access Sales Channel Settings

  1. Open your Webgility application.

  2. Go to Connections.

  3. Navigate to Sales Channels.

  4. Click on the Settings icon for your connected Shopify store.

Step 2: Adjust Discount Import Settings

  1. In the Order Import Settings section, locate the checkbox labeled:

    • “Get discounts as a line item.”

  2. Uncheck this option to prevent discounts from being downloaded as separate line items.

⚠️ Note: Only keep this option checked if your accounting team requires detailed discount tracking per item.

Step 3: Sync Orders Again

  1. Perform a manual order download or allow the scheduled sync to run.

  2. Identify a recent order that previously showed a negative total.

  3. Review the order and confirm:

    • The order total now matches Shopify.

    • No negative total is present.

Step 4: Confirm Posting to QuickBooks

  1. Attempt to post the updated order to QuickBooks.

  2. Confirm that the order posts successfully with no error messages related to the total amount.