Aug 27, 2021 3:01 PM
The issue we're having:
Does anyone have a good solution for tracking discounts without a bunch of manual work on the HubSpot side and then on Quickbooks? Our preferred method would be to have line items for discounts and have those sync to Quickbooks at line items also, but apparently negative amounts won't sync over?
Aug 30, 2021 9:09 AM
Unfortunately we do not use QB online, we use desktop. However, we track discounts by creating a part number specifically for the discount which then would appear on the quote, invoice, etc. You can then also run a report in QB for that specific part number(s) for tracking. Hope that helps!
Aug 30, 2021 6:26 AM
Thank you for reaching out. I'll tag a few contributors from our community that might be able to share some ideas.