QuickBooks POS: Giving Discounts on Sales and Discount Reporting

Today we are going to talk about QuickBooks point of sale discounts and how you can apply them. Let’s begin:

1. First, we will show you how to make a discount on all your items in Sales Receipt.
2. Go to “Make a Sale”
3. Add a few products, just an example. So, we can show you how we can discount them all.
4. On your right screen is the sample items we will give discounts. And on the left side, click “Give Discounts”.

1. Choose the amount of percentage here in “Choose Quick Discount” you want to give for the entire receipts. (Note: You can’t edit and change the amount of percentage displayed on “Choose Quick Discounts”)

1. On the lower right corner of the screen, you’ll see that a discount is already applied on your receipts.

1. Now, we will show you how to give discounts one by one in your Sales Receipt.
2. Choose any of the item, then on the right side of the screen click “Qty/Price/Discount”.

1. Price & Discount screen will appear.

1. If you choose a discount in “Choose Quick Discount” you skip the option of choosing discount name. So, don’t click that right away.
2. Choose a “Discount Name”, this is how you’re going to track why you’re giving these discounts.
3. In the settings and preferences, you can create your own discount names, and you can use this in reporting.
4. Then on the “Discount %” you type a discount you want to put on the item.
5. Click “Ok”.

1. You just put a discount on a certain item.

1. Let’s complete the sale so we can look at the reporting.
2. Click “Cash”, then click “Save”.

1. Let’s now go to the “Reports”
2. Go to “Reports” and “Sales”, then click “Discount Summary”.

1. This is now your Discount Report.

Original Article: https://blackrockbusiness.com/quickbooks-pos-giving-discounts-on-sales-and-discount-reporting/?feed_id=2605&_unique_id=615328a81ddc8