Adding Negative Line Item in QuickBooks via Jotform Integration

I have created a basic for to test our Quickbooks integration and it works well. The Invoices created from the JotForm feed into QB just fine. We offer Financial Aid to students in need and I would like to set up an item that will allow a negative balance (the Fin Aid) amount to show as a line item on my Quickbooks invoice. I did set up a test Coupon but all it does is reduce the amount due. I need to show the total tuition and the amount of Fin Aid awarded on a separate line. Is this possible to set up in Jot Form so it feeds out and hits the QB invoice with all the lines needed? Thank you.

Hi Callie,

Thanks for reaching out to Jotform Support. While Jotform’s QuickBooks integration works well for sending invoices, currently, it doesn’t support adding a negative line item (such as Financial Aid) to appear as a separate line on the invoice. Coupons can reduce the total amount due, but they won’t show as a distinct line item on the QuickBooks invoice.

As a workaround, you can manually add a Financial Aid line item in QuickBooks after the invoice is sent from your form so the tuition and aid amounts are displayed as separate lines. I found a guide on How do you insert a new line into an existing invoice? that you can check out.

Let us know if there’s anything else we can help you with.