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Intuit
16 helpful votes

Set pricing rules

Learn how to set pricing rules in QuickBooks Online.

Pricing rules let you control the price of your products. You can offer discounts (or price increases) on specific products. You can also offer it to some or all of your customers for a specified amount of time. In this article, we'll give you answers to frequently asked questions about pricing rules.

  1. Go to Settings ⚙ and select Account and Settings.
  2. From the left menu, select Sales.
  3. Select the Pencil icon next to Products and services.
  4. Put a checkmark in the box Turn on price rules Beta.
  5. Select Save and then Done.

  1. Go to Settings ⚙️, then select All Lists.
  2. Choose Price Rules.
  3. Select New price rule.

On the price rule page a user can choose:

  • the date range the rule will be active
  • the customer type or customers who qualify
  • product category or product type that qualify
  • acceptable price adjustments
  • whether the  increase / decrease to the sales price is by percentage, fixed amount, a set price, or round the amount.

  1. From the left menu, select Sales.
  2. Select Customers.
  3. Select Customer types.
  4. Choose New customer type. Then enter your desired customer type.
  5. Select Save.

  1. From the left menu, select Sales.
  2. Select Customers.
  3. Select the name of your preferred customer. Then choose Edit.
  4. Select the Additional Info tab.
  5. Choose the customer type from the drop-down.
  6. Select Save.

Yes. Here are the steps you can follow.

  1. From the left menu, select Sales.
  2. Select Customers.
  3. Put a checkmark in the box beside your preferred customers that you want to include.
  4. From the Batch actions drop-down, choose Select customer type.
  5. Choose your desired customer type from the drop-down. Then select Apply.

The Customer contact list report can be customized to add a Customer type column. We are considering more reports for a future release.

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

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

To resolve this, use the drop-down on the rate field and select which rule you want to use. Or enter a completely different rate.

Yes. You could use price rules for that.

The price rules feature is similar to how it is managed in QuickBooks Desktop. The price change isn't recorded as a discount, it's more like overriding the sale price.

Bundles are just a grouping of items  and 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.

Recurring sales transactions will keep the rate of the item as it was when the recurring transactions were created. So, 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.

There is no limit in creating price rules, however less than 10 thousand works best.

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