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Hi there, @shoregreen.
I have here the steps on how to save multiple rates for your customers in QuickBooks Online (QBO).
Yes, you can add and save a different rate for a particular customer by utilizing our Price rules features in QBO. This is currently running in beta testing for our users and should be available for everyone once the test is complete.
To start, let's turn on the feature in your settings. Let me guide you on how.
- Go to the Gear icon, then choose Account and Settings.
- Select the Sales button on the left side.
- Turn in the radio button beside Price rules.
- Click Save and Done.
Once done, you can now create multiple rates for your customer by following the instructions underneath.
- Go back to the Gear icon and choose All lists.
- Tap Price Rules under Product and Services.
- Select Create a rule and give your rule a name.
- In the Customer drop-down, choose Select individually and pick your customer name.
- Pick appropriate Products and services in the box.
- Complete the other fields and click Apply rule.
- Tap Save and close.
- After your first rule, select New price rule to add another one.
You can create less than 10 thousand price rules in your account. For more information, check out this article: Set price rules in QuickBooks Online.
After that, when creating invoices, the price rule will automatically be applied as you add items. See the sample screenshots for your reference.
Additionally, you can run the customer reports to manage the rates and transactions you've entered into the system. Then customize it to see precise details.
Lastly, feel easy to click these articles below about personalizing sales forms, create recurring transactions, and other topics.
If you have further questions about beta feature, feel free to post a reply. I'll be around to answer. Have a great day.
