How do you set up QuickBooks to automatically use discounts and credits?
Follow the instructions:
You have to log in as an admin user.
- On the top, Select the Edit menu and choose Preferences. (The preferences are in the Bills category)
If necessary, select that category, the preferences you want are on the Company Preferences tab.
- Now Go to the paying bills section and turn on Automatically use credits/Automatically use discounts
When you turn on Automatically use discounts, the Default Discount Account box comes to life. You need to set an account for your vendor discounts.
- Scroll up to the top of the list and choose the Add new to open up
- And Add New Account dialogue box