QuickBooks - Online - Discounts
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This article will provide two ways for Vonigo to send over discounts to QuickBooks Online
Transaction Level Discounts
To send over Transaction Level Discounts from Vonigo to QuickBooks Online:
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In order to have transaction-level discounts, the Discount field must be turned on in the QBO settings.
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There is a corresponding Chart of Accounts account configurable.
Since Vonigo allows multiple work orders per invoice and each work order can have an associated discount, we raise an error if the invoice has inconsistent discounts, that is, if the invoice has more than one non-zero percent discount for a work order.
Feature: When transaction-level discounts are enabled in QBO, Vonigo sends the discount for the transaction when possible.
Precondition:
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Given QuickBooks Online is enabled in Behavioral Flag, to enable the Behavioral Flag please contact the Vonigo Customer Success Team
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QuickBooks Online is enabled for a franchise/business unit
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QBO company is connected
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No designated QuickBooks Discount service item; Please, refer to this link here.
Scenario 1: Vonigo correctly syncs an invoice with a work-order-level amount discount in a single work order. The line-item is disabled and an Invoice with a work order, work order has a discounted amount. When the sync occurs, the synched invoice in QBO has the work order level discount as a transaction-level discount.
Scenario 2: Vonigo correctly syncs an invoice with a work-order-level percent discount in a single work order. An invoice with work order, work order has a percentage discount. In this situation, when the sync occurs, the synched invoice in QBO will have the work order level discount turned into a transaction-level discount.
Scenario 3: Vonigo correctly syncs an invoice with different amount discounts on different work orders. The line-item is disabled. Given two work order invoice, that has a work-order-level amount discount. In this situation, when the sync occurs, the synched invoice in QBO has the combined work order level discount turned into a transaction-level discount.
Scenario 4: Vonigo fails an invoice with different non-zero percent discounts on different work orders. Given an invoice with two work orders, one of the work orders has a non-zero work-order-level percent discount and another one has a work-order-level percent discount with a different rate. In this situation, when the synch run, an error will occur.
Scenario 5: Vonigo correctly syncs an invoice with the same non-zero percent discount on different work orders. Given an invoice with two work orders. One of the work orders has a non-zero work-order-level percent discount and another one has the same as the previous. In this situation, when the sync occurs, the synched invoice in QBO has the combined work-order-level discount turned into a transaction-level discount.
Line-Item Discounts
To send over the Line-Item Discounts from Vonigo to QuickBooks Online here.