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abujamous_2004
Level 1

QuickBooks Desktop UK 2021

Hi again,

Thanks for reply, I have one more question please.

Can I make customers group and Items group, if Yes How please?

JonpriL
Moderator

QuickBooks Desktop UK 2021

Yes, you can create a group of lists in QuickBooks Desktop @abujamous_2004.

 

Ideally, grouping the names of your customers can be done by listing them as jobs. Create a customer and name it base on how you wanted to group them. And here's how you can create a job name within the group:

 

  1. Go to Customers.
  2. Choose Customer Center.
  3. Select New Customer & Job.
  4. Click Add Job.
  5. Enter the customer's name.
  6. On the CUSTOMER field, select the name of the customer recently created.
  7. Click OK.

 

Meanwhile, let me show you how you can create a group of items:

 

  1. Go to Lists.
  2. Select Item List.
  3. On the Item menu, select New.
  4. Under TYPE, select Group.
  5. Enter the name of the group of your items.
  6. On the table, select all the individual items.
  7. Click OK.

 

Finally, I've included this reference with topics you can use while working with the list of your customers and items: Browse all Articles for your QuickBooks Product.

 

If you have any questions about lists and groups in QuickBooks, please let me know in the comments. I'll be here to assist you. Take care and stay safe!

abujamous_2004
Level 1

QuickBooks Desktop UK 2021

Hi Can I make price list and link it with selected customer once create invoice for one of them the price will apply automatically?
Rea_M
Moderator

QuickBooks Desktop UK 2021

Yes, you can make a price list and link it to your customers with QuickBooks Desktop (QBDT), @abujamous_2004. Let me show you how.

 

With QBDT, it's called price leveling. Price Levels is under the Advanced Pricing feature (subscription-based) that can automatically change prices based on customer type and allows you to offer quantity discounts. Once you assign it to a customer, QuickBooks can:

 

  • Change the price of all items sold to customers assigned a customer type in the customer centre.
  • Define specific item prices to charge customers assigned to a customer type.

 

To create a Price Level, here's how:

 

  1. Go to the Lists menu.
  2. Choose Price Level List.
  3. Select Price Level at the bottom then, choose New81.PNG
  4. Enter a name for the price level on the Price Level Name field.
  5. Select OK82.PNG

 

With Advanced Pricing, QuickBooks automatically changes the prices of items on sales forms according to the rules you create. To know more about this, I'd recommend checking out this article: Use Advanced Pricing. It includes topics about price rules and how you can manage them in the system.

 

Also, I'm adding this article to guide you in managing your business's growth using QBDT: QuickBooks Help Articles. You can click the + More topics button to view other selections. Then explore video tutorials to learn your way around QuickBooks.

 

Let me know how it goes in the comments below. If you have other concerns about the price list and managing customer transactions in QBDT, I'll gladly help. Take care, and I wish you continued success @abujamous_2004.

Farinaz
Level 1

QuickBooks Desktop UK 2021

Hello, 

 

I have QB Premier - Accountant 2019 installed on my desktop, is there a way I can upgrade this to the 2021 version?

Fiat Lux - ASIA
Level 15

QuickBooks Desktop UK 2021

@Farinaz 

They decided to discontinue QBD UK version and will not develop a new version. You may have some options as follows:

1. If your company is located in UK, consider migrating to QBO.

https://quickbooks.grsm.io/UK

 

2. If your company is not located in UK, consider migrating to QBD 2021 US version with the one time license or QBO version with region you are located. You will need a 3rd party conversion service.

https://quickbooks.grsm.io/EU

 

3. If you are using a one time (outright) license of QBD 2019 UK version, you may keep using it for good. Otherwise, purchase a new one time license of it if required.

Ashleigh1
QuickBooks Team

QuickBooks Desktop UK 2021

Hello Farinaz, thanks for posting on this thread, so it is a separate install you have to you. You would have received an email with a 2021 license to install if you have a live subscription.  

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