Hello cforn3, In QuickBooks Online, there's a beta feature for price rules. It let's you assign varies products and services to different customer type. You'll have to turn on this feature in the company settings. Here's how:Click on the Gear icon.Choose Account and Settings.In the Sales section, check the Turn on price rule box.Click on Save. Then, set up a price rule:Click on the Gear icon.Choose All List.Select Price Rules.Click on New price rule.Enter the rule name, select the customers (or select the customer type), choose the products and services, set the sales price or rate, and click on Apply.Click on Save and close.Here's an article for FAQs about this feature: Set Pricing Rules If this option isn't available in your account, I encourage you to send a product suggestion about it. Please click on the Gear icon and select Feedback. If you have any questions about QuickBooks, please let u know. Thanks!

Level 7

Question

Is it possible to create pricing that varies by customer type?

Forum|Forum|7 years ago
February 15, 2019
25 replies
53 views

No text available

QuickBooks Online

A

Anonymous

Hello cforn3,

In QuickBooks Online, there's a beta feature for price rules. It let's you assign varies products and services to different customer type. You'll have to turn on this feature in the company settings. Here's how:

Click on the Gear icon.
Choose Account and Settings.
In the Sales section, check the Turn on price rule box.
Click on Save.

Then, set up a price rule:

Click on the Gear icon.
Choose All List.
Select Price Rules.
Click on New price rule.
Enter the rule name, select the customers (or select the customer type), choose the products and services, set the sales price or rate, and click on Apply.
Click on Save and close.

Here's an article for FAQs about this feature: Set Pricing Rules

If this option isn't available in your account, I encourage you to send a product suggestion about it. Please click on the Gear icon and select Feedback.

If you have any questions about QuickBooks, please let u know. Thanks!

A

audrey4023

When I follow the steps, I could not find the option to add pricing rules. Is there a reason why??

N

Nick_M

Level 4

Hi there audrey4023.

Thanks for stopping by the Community, it depends on which QuickBooks product you're using, in QBO you have to turn the beta feature on to set up a pricing rule. In QuickBoosk Desktop, you have to turn advanced pricing on. If you're using Desktop you can refer to this article: Use Advance Pricing in QuickBooks Desktop. If you're still experiencing issues I would recommend reaching out to our support team as the y have the ability to dive into your personal account and see what is going on. Follow the link to reach support below based on your product.

If you have any other questions in the meantime, feel free to post below, thank you for your time and have a nice evening.

L

Lizad

I have the same question, except for Quickbooks desktop

S

Steve_C

Hey Lizard. Glad to see you in the community today. To address the question though, yes it is possible to set up price rules inside of QuickBooks Desktop. Here's our article on using advanced pricing in QuickBooks Desktop.

If you happen to already have advanced pricing turned on, follow these steps to create a price rule:

Create a price rule.

From the Lists menu, select Price Rule List.
Select the Price Rule button and select New.
In the Price Rule Name field, enter a name for the price rule.
Now, In the Description field, enter a brief description of the rule.

After you name and describe the price rule, the window to set the conditions will appear. I recommend you look back to the article I mentioned for all the different available options for setting conditions, to see if this will work best for your situation.

Let me know if you have any other questions.

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