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kochumai
Level 2

Are *advanced* price rules available in QB Online?

 
5 Comments 5
Jen_D
Moderator

Are *advanced* price rules available in QB Online?

Thanks for your interest with the features in QuickBooks Online, @kochumai,

 

QuickBooks Online has pricing rules feature for products and services. This is currently running in beta testing for QBO users and should be available for everyone once the test is complete.

 

If you don't have an account with us yet, we have a test drive that you can use. There you can assess the Price Rules feature and see if it works for your business. To use out test drive, click the following link: QBO Test Drive

 

To enable price rules, follow the steps below:

 

  1. Tap Settings ⚙ and pick Account and Settings or Company Settings.
  2. Proceed to the Sales tab, then click the Products and services section.
  3. Click the slider beside Turn on price rules Beta checkmark. Once enabled, it should change to color green.
  4. Once all set, press Save and then Done.

 

To get started with setting up rules or find instructions on how to use it including FAQ's, see this article: Set price rules in QuickBooks Online

 

Just to set your expectation, the Advanced Pricing in QuickBooks Desktop may differ than the one we have in QBO. This is because the our online and desktop packages does not share the same database, hence, features and preferences might not always be the same.

 

If you have other questions though, please tap me anytime. I'll be more than glad to help you with any features in QuickBooks. Have a nice day!

Fiat Lux - ASIA
Level 15

Are *advanced* price rules available in QB Online?

@kochumai 

What kind of "advance" do you need? If you are a wholesaler, you may need another app to manage multiple list price in multi currency for your reseller, and integrate it with your QBO account.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

sojourncenter
Level 1

Are *advanced* price rules available in QB Online?

What happened to this feature?  it has been a year and it is not in the current version.  What can we do to expedite this important feature.  It is in Desktop and works very well....  what's the problem?

Thank you.

sojourncenter
Level 1

Are *advanced* price rules available in QB Online?

Dear Jen,  I have performed the transactions in the BETA version and it went very smooth. It worked well and I was able to apply a special price on an invoice to a particular customer and to a particular product. I tested it on an invoice and it performed as expected.  I also tested the products on a different customer and the special prices did not come with the product.  All good!!   All the results from my tests did not produce any bugs or unexpected results as far as I can tell.    

So, million $$$ question, when can I get this on the live version of my QBO ???  

Thank you. 

GebelAlainaM
QuickBooks Team

Are *advanced* price rules available in QB Online?

Thank you for getting in touch about this, @sojourncenter. I understand the urgency and importance of this feature to be available. I can share some details to clear things out for you.

QuickBooks Online is constantly changing and evolving due to our customer's feedback and suggestions. At this time, we're unable to provide a specific time when this feature becomes available.

I also encourage you to submit your feedback to our product developers for this feature in QuickBooks Online to help improve your experience.

Here's how:
 

  1. Go to the Gear icon.
  2. Choose Feedback.
  3. Enter your comments or product suggestions.
  4. Then, click Next to submit feedback.
     

You can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.

I'll be adding this article in case you want to track your inventory: Set up and track your inventory in QuickBooks Online.

 

If you have any additional information or clarification with regards to the QuickBooks Online feature, feel free to tap the Reply button. I'll be around. Enjoy the rest of the day!

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