Assign rates to clients

@Jen_D Thank you! I had tried the price rules but did not dive into it enough. This works! 

Thank you for answering! 

This does not appear to be available — I don't see it when I'm logged into QBO. How can I turn on this feature?

@sibylp 

Are you using QBO US version?

https:// quickbooks.grsm.io/US

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

Hello there, @sibylp.

The Price Rules is a beta feature in QuickBooks Online (QBO) Plus which is currently available for US regions. There's is a possibility that you're using a QBO Simple Start or signed up for a different region.

However, if you're using a QBO Plus and signed up for the US region. We can try logging in to your account into a private browser. This way, we can check if it's a browser-related issue.

You can use these shortcut keys depending on the browser you're using:

• Google Chrome: press Ctrl + Shift + N 

• Mozilla Firefox: press Ctrl + Shift + P

• Safari: press Command + Shift + N

If it works, go back to your regular browser and clear its cache. These caches of data are essentially junk files and can be safely deleted to free up storage space. Otherwise, switch or use a different browser.

Once done, you may refer to this article to create a price rule: Set pricing rules in QuickBooks Online.

Additionally, I'd be adding a helpful article that may help you when you have QuickBooks Online concerns, such as managing your account, setting up and processing payments, etc. This will help to keep your business running smoothly: QBO Help articles.

Fill me in if you have other QuickBooks concerns. I'm always around to help. Take care always.

Looks like I have QuickBooks Online Essentials, so I'm guessing that feature is not available to me, right?

Thanks for your interest in the price rules feature in QuickBooks Online (QBO), @sibylp. I'm here to share further details about this.

The pricing rules feature lets you control the price of your products and services. With this, you can offer discounts or charge different rates by item and assign them to only certain customers for a specified amount of time.

For the time being, the said feature is running in beta testing for QBO Plus and Advanced plan users. Since it isn't available for Essentials plan subscribers, like you, you may use our test drive account to access Price Rules and see how it works for your business. 

However, in case you opt to switch your subscription from Essentials to either Plus or Advanced plan to utilize the pricing rules feature, please refer to this article for the step-by-step guide: Upgrade your QuickBooks Online subscription.

Also, to further guide you in managing your business's growth using QBO, I'd recommend checking out this article: QuickBooks Help Articles. It includes topics about account management, banking, and expenses, to name a few. You can also explore video tutorials to learn your way around QuickBooks.

Please feel more than welcome to reach out if you have any other questions about the available features in QBO. I'll gladly help. Take care and have a nice day, @sibylp.

If I select a Customer and set a Price Rule will it apply to all of the projects associated with that customer or do I need to select the customer and also all of the projects? Thanks.

Good to have you joined this thread, @EstesBabe.

I'll share some insights about price rules in QuickBooks Online (QBO).

Yes, you got it correct. Setting up a price rule doesn't apply to a project that's associated with your customer. You'll need to add the customer and all their project to the rule.

I understand having an option to automatically set a price rule for all your customer projects is beneficial in running your business. As a way around, you can look for a third-party app that lets you set a price rule for your projects. Simply hover to the Apps menu and look for an app from there.

Furthermore, I'd recommend sending your feedback to our Development team. This way, they can review your opinion and might consider implementing it in future updates.

Once you're all set, you might want to utilize this article that can aid you seamlessly in accounting your customers' payments: Record invoice payments in QuickBooks Online.

You can count on me if you need more assistance managing your customers and projects. It's always my pleasure to help. Stay safe and have a good one!

If I select the Customer:Project and set a price rule will it apply to that Project?

Thanks for coming back, @EstesBabe. Let me clarify more things about the price rule.

In addition to my peer's response, selecting a customer won't apply the price rule under all the customer's projects. Yes, you're correct about that you'll have to pick them up individually. This means that you'll have to select the customer and all the projects separately.
 

Please refer to the the steps below:

1. Click the Gear icon and then select All Lists.
2. Go to Price Rules.
3. Hit New price rule.
4. Enter the Rule name and then under the Customer drop-down, choose Select individually.
5. Click + Add customer to add the customer or project separately.
   
6. Enter necessary details and adjust the Products and services amounts.
   
7. Make sure the setup is good, then hit Apply rule.
8. Click Save and close.

Let me add this reference for more details: Set price rules in QuickBooks Online. This includes the FAQs about this beta feature.

Additionally, if you need to add a customer type, here's how you can set up and assign them in QuickBooks Online.

Let me know in the comment if you need more assistance knowing this. I'm always be around to help you more. Stay safe and well!

Hi, I would love to be able to do this but I use QB Desktop for Mac.  Is it available on there?  If so, how can I set it up?

I'll ensure you can assign rates specific to your client in QuickBooks Desktop for Mac, RidleyNY.

Currently, adding price rules or price levels to your customer isn't available in this version. I suggest looking for a third-party application that offers this kind of feature. 

We recommend visiting our QuickBooks Desktop Market App Store to find a versatile tool that enables you to import, export, and manipulate transactions and lists in QuickBooks Desktop.

Moreover, if you need to create a back up for your accounting data in QBDT, feel free to read this article: Back up your QuickBooks Desktop company file.

Let me know if there's anything I can do while managing your company. We'll be right here shortly. 

@RidleyNY 

Consider switching to QB Desktop (Windows) on Parallels.if the Price Level feature critical for your business.

https://quickbooks.intuit.com/learn-support/en-us/help-article/pay-wages/set-custom-rates-prices-emp...