Set price rules in QuickBooks Online

Learn how to set pricing rules for specific products and services.

Pricing rules let you control the price of your products and services. You can offer discounts or charge different rates by item. You can also charge different rates based on which employee did the work.

Note: You can only set up and apply pricing rules when using QuickBooks Online in a web browser, as the feature isn't available in the mobile app. Be careful if you sell products or services with pricing rules on the mobile app: the rule won't apply.

Step 1: Turn on price rules

1. Go to Settings and select Account and settings.
2. Select the Sales tab.
3. In the Products and services section, select Edit ✎.
4. Select Turn on price rules switch.
5. Select Save and then Done.

Step 2: Create a price rule

1. Go to Settings and select All Lists.
2. Select Price Rules.
3. Select Get set up free. After your first rule, select New Price rule.
4. Give your rule a name.
   • (Optional) Set when the rule is active in the Start date and End date fields.
   • Price rules apply to all of your customers by default. If you want it to apply only to specific customers, select the Customer ▼ dropdown, then Select Individually. Then select + Add customer. You can also add a customer type if you have them.
   • Price rules apply to all products and services by default. If you want it to only apply to specific types, select the Products or services ▼ dropdown, then select the type.
   • Use the Price adjustment method, Percentage, and Rounding ▼ dropdowns to decide how much you want to increase or decrease prices by.

Note: If you need to edit the date of an invoice, estimate, or sales receipt and price rules is on, the rate of the items on the form will change to the default rate. You’ll need to manually change the rate or will need to select the price rule rate on the item.

How do I apply price rules to an invoice or transaction?

When creating an invoice, the price rule will automatically be applied as you add items. You can override the price rule by selecting the rate and seeing all active price rules.

What happens if the customer/item combination selected is eligible for more than one price rule?

The default sales rate for that item will be displayed with an indicator next to the rate field which reads "There are multiple price rules that apply to this product or customer."

To resolve this, use the dropdown on the rate field and select which rule you want to use. Alternatively, you can enter a completely different rate.

Can you create a discount in a foreign currency?

Yes. When you choose a different currency when creating your price rule, you can also indicate any discounts you’d wish to apply to the price rule, as well.

How do I use price rules on inventory bundles?

Bundles are just a grouping of items: you can't add a bundle to a price rule. However, if you add the items that are in a bundle to a price rule and then add the bundle to an invoice, it will show the price recommended by the price rule.

Can I use price rules on recurring sales transactions?

Recurring sales transactions will maintain the rate of the item as it was when the recurring transactions were created. For example, if you used a price rule when creating the recurring transaction it will continue using that same rate until the rate is edited on the recurring transaction.

If a price rule expires or the rates are changed the recurring transaction previously set up will not be affected.

How many price rules can we have?

There is no limit in creating price rules, however fewer than ten thousand works best within the product.