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August 15, 2023
Question

Hello. How can we add a class to a discount in Quickbooks Online?

  • August 15, 2023
  • 3 replies
  • 17 views
No text available

3 replies

QuickBooks Team
August 15, 2023

Thanks for checking in with us. 

 

Are you trying to add a class to your discount on a transaction level like your invoices? If so, then the option to do so is unavailable in QuickBooks Online (QO). However, if you are trying to assign a class to a discount when running a report, we'll have to update the settings to One to entire transaction. QBO automatically assigns the “Not Specified” class for Discount Given if your Class tracking setting is set to One to each row in transaction. Here’s how:

 

  1. Go to the Gear icon.
  2. Under Your Company section, select Account and settings.
  3. On the left tab, click Advanced.
  4. Under the advanced tab, select Categories, and turn on Track Classes.
  5. Under assign classes, there are two options. Click the drop-down arrow ▼ and select One to entire transaction.
  6. Press "Save” and “Done".

 


By running the report, you can now see the discounts given under your specified class.

 

 

To correct the transactions, you may change the settings manually and go back to each invoice. To add, delete, or restore a class in QuickBooks Online Plus and Advanced, check out this article: Create and manage classes in QuickBooks Online.

 

I'm looking forward to hearing from you. Let me know if you have any clarifications. I'm here to help enlighten them for you. Have a good one.

kghidossi
New Member
September 9, 2026

It doesn’t really work.  Even in advanced settings with classes turned on, you can’t map the overall discount to be applied to one class or another. 

In our case, the discount would only apply to one of our classes, but there is no option to specify which class it ought to be applied towards.  In a perfect world, there should be an option to specify the discount to a class if you have classes turned on. 

Katie Ghidossi
Bryan_M
QuickBooks Team
September 9, 2026

QuickBooks Online does not let you assign a class directly to the built-in discount field on an invoice. The supported workaround is to create a discount product or service item (a line item with a negative amount) and assign the desired class to that line so the discount is tracked to a class.

 

Here’s how:

  1. Go to All Apps and select Sales & Get Paid.
  2. Choose Products & Services.
  3. Click the New product/service dropdown in the upper-right corner and pick Non-inventory item.
  4. In the Name field, enter the discount’s name. Then, click Save and close.
  5. Create an invoice and enter the necessary details.
  6. In the Product/Service column, add the discount item you created.
  7. Enter a negative amount and assign it to the correct category from the Class column. (Make sure that the Track Classes field is set to One to each row in the transaction).
  8. Click Save and close.

 

I also recommend submitting feedback to our team about this feature, as this helps us improve your QuickBooks Online experience in the future.

 

If you have any additional questions, please leave a comment below.