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Welcome to the Community, acava! It's nice to see you make your first post here! Setting rules on your invoices is a key step in managing the pricing of your products and services effectively. I'm here to help you navigate this process in QuickBooks Online (QBO), allowing you to concentrate on what truly matters – growing your business.
Based on what you've mentioned, it seems like you want to establish price rules for the items on your invoices. If that is the case, yes, you can change or add one in QBO. Here are the steps to complete the process:
- Go to Settings or the Gear icon and select All Lists.
- Choose Price Rules.
- Hit New Price rule to create a new rule or the Edit option under the Actions column to update an existing one.
- Enter all the necessary details and pick Save or Save and close once done.
For the comprehensive guide about price rules in QBO, please see this article: Turn on Price rules in QuickBooks Online.
If you're referring to something else, I’d love to get a clearer picture of the specific task you have in mind regarding your invoice rules. To provide you with the best support, it would be great if you could share more details. This will enable me to assist you more accurately.
Moreover, would you like to personalize your sales forms with specific details to enhance your customer interactions? If you’re interested, I’ve got just the resources for you: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Additionally, have you had the opportunity to reach out to our QuickBooks Live Expert Assisted team yet? They specialize in simplifying revenue and financial management just for you. I encourage you to explore their services, as their expertise could be a valuable resource for all your accounting needs!
It's my pleasure guiding you, acava! I'm looking forward to your return to the Community whenever you need support with your sales and income transactions. Feel free to reach out anytime. Wishing you a wonderful day ahead!
