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March 25, 2026
Question

Please help, i would like to put a discount percentage on some of the items, not on all the items on a quote, thank you

  • March 25, 2026
  • 1 reply
  • 2 views
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    1 reply

    QuickBooks Team
    March 25, 2026

    Welcome to the Community, Accounts658. When adding individual discounts to specific items on a quote, please note that only whole numbers can be used and not percentages. 

     

    To do this, you can add the discount as a separate line item on your quote and include a brief description of the discount.

     

    Here's how: 

     

    1. Go to the Gear icon, then select Products and Services.
    2. Click the New Product/Service drop-down menu, and choose Service.
    3. Enter the name “Discount” in the Name field. If you're creating several discount items, assign each a distinct name so they’re easy to differentiate.
    4. In the Sales price/rate section, enter the discount as a negative amount, not a percentage.
    5. From the Income account dropdown menu, choose the Discounts given account that QuickBooks created when you turned on the discount setting.
    6. Select an appropriate sales tax rate so that the discount is nontaxable.
    7. Once done, select Save and close.

     

    After that, you can now proceed to apply the discount item to your quote. 

     

    Here's how:

     

    1. Click the + Create button, then select Quote.
    2. Add the item in the Product/Service column.
    3. Place the discount item you created directly below the product you want to discount. You can adjust the discount if you need to, just make sure it's a negative amount.
    4. Fill out the necessary details of the form.
    5. Select Save and send or Save and close when you're ready.

     

    For more information about this process, please refer to this article: Add a discount to an invoice or sales receipt.

     

    If you have more questions, feel free to ask. We're here to help.