Recover Combined Discounts: LeafLink → QBO

This automation recovers discounts from combined LeafLink orders—which are lost during merging—and adds them as discount line items in QuickBooks. It works by fetching the QuickBooks invoice from the current URL and using its "Tracking no." to locate the corresponding order in LeafLink. If the order is combined, it also retrieves all related component orders. The system then matches each brand to its corresponding Discount Item in QuickBooks and adds the appropriate discount amounts to the invoice.

When adding a new brand, enter the brand's LeafLink ID as the SKU on the corresponding discount item in QuickBooks.

Installation & Usage

1. Drag the button below to your bookmarks bar
2. While viewing a QuickBooks invoice, click the "Fix Discounts ⚡" bookmark — Test Invoice

Fix Discounts ⚡

Edge Cases

• If a brand-specific discount line item has already been added to the invoice, it will not be duplicated.
• If the invoice contains a global discount amount that exceeds the total of all applicable line item discounts, the global discount will be reduced by that total.
• For non-combined orders, the brand from the single order will be used to determine and apply the appropriate discount line item.

Questions? Contact