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AnneB
Level 2

Assign rates to clients

I would like to have a rate assigned to specific clients. I charge different hourly rates, and I don't want to use products, services or items. When I start an invoice for a client, I'd like the default rate for that client to populate. Have not found a way yet. Products with different rates would have to be labeled the same way: professional fees. So it would save time to be able to assign that in the client/customer screen. 

Solved
Best answer February 19, 2021

Best Answers
Jen_D
Moderator

Assign rates to clients

Thanks for checking in to the QuickBooks Community, @AnneB,

 

Checking your post, looks like you can use the pricing rules feature in QuickBooks Online. This is currently running in beta testing for QBO users and should be available for everyone once the test is complete.

 

If you want to test this preference, we have a test drive that you can use temporarily. 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

 

Here's how 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

 

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

View solution in original post

2 Comments
Jen_D
Moderator

Assign rates to clients

Thanks for checking in to the QuickBooks Community, @AnneB,

 

Checking your post, looks like you can use the pricing rules feature in QuickBooks Online. This is currently running in beta testing for QBO users and should be available for everyone once the test is complete.

 

If you want to test this preference, we have a test drive that you can use temporarily. 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

 

Here's how 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

 

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

View solution in original post

AnneB
Level 2

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! 

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