Discounts can be applied in QuickBooks Pro in a few different ways. You can discount by a fixed dollar amount or as a percentage of the total. You can also apply discounts at the individual line item level or to the total invoice amount. Learn how to add discounts to invoices in QuickBooks Pro by watching this online tutorial.
You can discount one particular item on an…invoice, or you can discount the entire thing.…You can also choose to discount a percentage off.…Or a fixed dollar amount.…To add a discount, you first have to add it as an item.…Just like we did with the subtotal.…So let's go into items and services.…Go down to the bottom of the screen and click Item and choose New.…For the item type, select discount.…Here's where you can give your item a name, such as…discount 10%.…In the description I'll call this 10% off, or 10% discount.…
Here's where you can put the amount, such as a fixed dollar amount, or a percentage.…So it's important that if you're putting a…percentage, it has to have that percentage mark.…Otherwise, Quickbooks is going to think it's a dollar amount.…You also have to choose an account.…Now, I've already gone ahead and created an account called discounts.…I created it as an income account, but it really doesn't matter.…This is just how you're tracking it in Quick Books.…And because it's a discount for an income account…
Author
Released
11/19/2013- Setting up a new company file
- Working with the chart of accounts
- Adding bank accounts and credit cards
- Setting up sales tax
- Adding customer, vendor, and employee profiles
- Billing customers
- Receiving payments
- Handling refunds
- Recording deposits
- Paying employees
- Sharing QuickBooks with others
- Running reports
Skill Level Beginner
Duration
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Introduction
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Welcome54s
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1. Navigating QuickBooks
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A tour of the interface2m 35s
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2. Working with Company Files
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3. Setting Up Shop
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Setting up sales tax6m 26s
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Adding vehicles1m 52s
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Editing company information1m 20s
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4. Adding Customers
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Working with leads1m 51s
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5. Working with Vendors
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6. Adding Employees
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7. Day-to-Day Operations
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Creating estimates6m 42s
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Entering vendor bills1m 25s
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Invoicing customers4m 36s
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Progress invoicing customers2m 35s
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Receiving payments3m 20s
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Entering credit card charges2m 25s
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Recording deposits3m 30s
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Paying vendor bills1m 58s
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Printing checks3m 1s
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Working with jobs2m 36s
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8. Handling Special Cases
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Taking care of refunds2m 35s
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Handling customer credits2m 28s
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Fixing mismatched data5m 34s
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Discounts2m 30s
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Entering statement charges2m 15s
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Assessing finance charges2m 13s
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Memorizing transactions3m 18s
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Reconciling bank accounts3m 37s
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9. Payroll
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Turning on payroll2m 16s
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Setting up payroll items2m 53s
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Paying employees3m 38s
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10. Online Banking
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11. Sharing QuickBooks with Others
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Enabling multiuser mode3m 30s
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12. Finding Information Quickly
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Using the Snapshot tool2m 49s
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Searching for data2m 30s
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Filtering lists1m 48s
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Classes1m 57s
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13. Reports
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Introduction to reports2m 51s
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Filtering a report2m 3s
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14. End-of-Year Preparations
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Setting up 1099 forms4m 44s
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Closing the books2m 9s
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15. Customizing QuickBooks
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Conclusion
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Next steps34s
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Video: Discounts