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Set a default price list for a customer or supplier in QuickBooks Commerce

SOLVEDby QuickBooksUpdated 1 month ago

Learn how to set a default price list for a customer or vendor in QuickBooks Commerce.

Set a default price list for your customers and vendors, so you can save time when you create a purchase or sales order. Here’s how.

Note: If you want to set unique price lists for different groups of vendors or customers, you can create new price lists.

QuickBooks Commerce is no longer available for purchase as a stand-alone product.
The features referred to in this article are only relevant for customers who still have QuickBooks Commerce bundled with their QuickBooks Online subscription.
If you want to learn more about e-commerce accounting features that are part of QuickBooks Online, check out Accounting for e-commerce FAQ.

Set a default price list for a vendor

Assign a default price list to your vendors, so you don’t have to select one when you create a purchase order. Here’s how.

  1. Go to Relationships, then Companies.
  2. Select the Vendors tab.
  3. Select a vendor to set its default price list, then Edit.
  4. From the Default Price List ▼ dropdown, select the one you want to use.
  5. Select Save changes.

Set a default price list for a customer or customer group

Assign a default price list to your customers, so you don’t have to select one when you create a sales order. Here’s how.

Set a default price list for a customer

  1. Go to Relationships, then Companies.
  2. Select the Active tab.
  3. Select a consumer or business customer.
  4. Select Edit.
  5. From the Default Price List ▼ dropdown, select the one you want to use.
  6. Select Save changes.

Set a default price list for a customer group

Note: The changes you make to a customer group affect consumers and business customers in the group.

  1. Go to Relationships, then Customer Groups.
  2. Select a customer group to set its default price list.
  3. Select Edit.
  4. From the Default Price List ▼ dropdown, select the one you want to use.
  5. Select Save changes.

After you set up the default price list for your customers or vendors, make sure to update the prices for the price lists. Every time you create a purchase or sales order, QuickBooks Commerce uses the default price list automatically.

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