Thanks for explanation! I do understand your logic and I agree with your math. However the real question is, what is the intention of the discount item? My intention of a taxable discount item is to reduce the taxable items and not the non taxable ones.
Now let’s clarify the events that lead to this blog post. My use of the word “error” came after contacting Intuits support team and being transferred through two levels of support team members. At the end of my conversations with both team members, I was left with what they also called a “workaround” solution, which I have provided here, and told to submit a feature request to address the “problem” in future releases. Now considering you and are an Intuit employee, I don’t have to tell you what a full service plan for QuickBooks Enterprise Solutions costs on a yearly basis. Without arguing over the other benefits of buying this plan, wouldn’t you expect to get a better answer/explanation from at least the second level support tech?
So here is what I propose: If a discount item is used, and there are taxable and non taxable items, allow the user to determine which items the discount should apply to. There may also be an option for default QuickBooks behavior that will use the proportional reduction for all items. This approach should cover any and all circumstances that may arrise and allow for greater control of the discount process without having to group the invoice in a particular order.
Let me thank you for taking the time to involve yourself with this blog post. It speaks volumes for Intuit’s staff and the pride you have in your products.
Luckily, this was the first one for the current year and I just moved the discount below the taxable items and then added the non taxable items. The past, issues we'll call them, have not been fixed and I doubt the government would be very forgiving about this.
Now let’s clarify the events that lead to this blog post. My use of the word “error” came after contacting Intuits support team and being transferred through two levels of support team members. At the end of my conversations with both team members, I was left with what they also called a “workaround” solution, which I have provided here, and told to submit a feature request to address the “problem” in future releases. Now considering you and are an Intuit employee, I don’t have to tell you what a full service plan for QuickBooks Enterprise Solutions costs on a yearly basis. Without arguing over the other benefits of buying this plan, wouldn’t you expect to get a better answer/explanation from at least the second level support tech?
So here is what I propose: If a discount item is used, and there are taxable and non taxable items, allow the user to determine which items the discount should apply to. There may also be an option for default QuickBooks behavior that will use the proportional reduction for all items. This approach should cover any and all circumstances that may arrise and allow for greater control of the discount process without having to group the invoice in a particular order.
Let me thank you for taking the time to involve yourself with this blog post. It speaks volumes for Intuit’s staff and the pride you have in your products.