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Join nowI searched and only found topics relating to the sales tax and not the rate. I used QB desktop and I create a sales recent for a customer each month but have to enter the rate each time. I would like to set the rate up by individual customer. My application is actually for tenants and I want to set the monthly rate so I don't have to enter it each time.
Thanks.
if you have different rates for different customers, set the most common rate on the rent item
then turn on and use price levels
Menu Edit>Preferences>Sales & Customers>Company tab > check mark use price levels to turn on price level lists.
You can assign the price level list to a customer on the customer record additional info tab (in 2013 and up on the payments tab)---- and/or select the price level list in the rate block of the invoice or sales receipt. One price level list can be used for as many customers as you wish, like a retail and wholesale price level list for example.
Thanks for the reply.
I can't find the Additional Info tab. I'm using QB Pro 2013. When I choose a customer I have a Transactions tab but can't find where to input a rent amount. I did have the Price level checked.
I no longer have 2013 loaded up so I can not look for it, but it there, explore the other tabs
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