Easy Tech TutsHow to Add a Discount in QuickBooks Online Easily 2026
By Impran M N
Discounts are a simple way to boost sales or reward repeat customers, but you need to know where in QuickBooks Online to apply them correctly. This guide walks through navigating the interface, adding a discount to a transaction, and managing it going forward. Whether you're running a seasonal promotion or a loyalty offer, this covers what you need to apply it confidently.
01Navigate the QuickBooks Online interface
Find the transaction or invoice where you want to apply a discount within your QuickBooks Online dashboard.
02Follow the step-by-step process to add the discount
Enter the discount amount or percentage on the transaction, letting QuickBooks Online recalculate the total automatically.
03Manage discounts effectively
Track which transactions have discounts applied so you can review their impact on your overall revenue.
04Automate your discount process
Explore QuickBooks Online's automation options if you offer the same discount regularly, so you don't have to re-enter it each time.
Frequently asked questions
Can I set up a recurring discount for the same customer?
QuickBooks Online supports automation for repeat scenarios, so check its recurring transaction settings if you want a discount applied consistently.
Do discounts show up separately on the invoice or statement?
Discounts typically appear as a line adjustment that reduces the invoice total, so your customer can see the discount was applied.
Is this feature different from the customer invoice discount tool?
The core mechanics are the same — applying a discount percentage or amount to a transaction — whether you're working from a general invoice or a specific customer discount workflow.
Can I remove a discount after it's been applied?
Yes, you can go back into the transaction and adjust or remove the discount before the invoice is finalized or sent.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
