cancel
Showing results for 
Search instead for 
Did you mean: 
Moderator

Re: Hello mike schaul, If you're using QuickBooks Pro, you'll...

Hi @maggie,

 

As of the moment, there isn't an option to set multiple price level of your items for your customers in QuickBooks Online.

 

In the meantime, you have the option to utilize the full potential of your bundled items.

 

First, you'll have to add each different charge of your dumping as one inventory item. Here's how:

  1. Go to Sales.
  2. Select Products and Services.
  3. Click New.
  4. Choose Inventory.
  5. Enter First Charge Dumping as the name of your inventory item.
  6. Fill in the inventory quantity on hand and the date.
  7. Select an income and expense account.
  8. Type in the sales price and cost of your inventory item.
  9. Click Save and close.

After that, you'll have to add each item of your dumping with different charges as one bundled items. Here's how:

  1. Go to Sales.
  2. Select Products and Services.
  3. Click New.
  4. Choose Bundle.
  5. Enter Dumping as the name of your bundled item.
  6. Add each recently created inventory item of your dumping with different charges.
  7. Put a checkmark on Display bundle components when printing or sending transactions.
  8. Click Save and close.

Once completed, you can now add the bundled item to your invoice. This way, your customer will surely see the different charges of your dumping.

 

Feel free to leave a comment below if you have any other questions about bundled items in QuickBooks. I'll be always around to lend a helping hand.

Level 1

Re: Hello mike schaul, If you're using QuickBooks Pro, you'll...

I am using the European version of QuickBooks online.  Does that version have the ability to offer different prices for the same item?  I know it can be done on the American software.

QuickBooks Team

Re: Hello mike schaul, If you're using QuickBooks Pro, you'll...

Good day, ghf529.

 

The Pricing rules mentioned on the previous reply is currently offered in the US version only of QuickBooks Online. 

 

As a workaround, you can change the prices on each product or service when creating any sales transaction. Also, you can create another item at different prices. See Add, edit, and delete items article as your guide.

 

No worries. I'll let our developers know that this is something that you need. This way, they'll consider this to be part of the non-US versions of QuickBooks Online.

 

Please let me know if you have further questions.

Level 1

Re: Hello mike schaul, If you're using QuickBooks Pro, you'll...

When will QBKS online have the same price level ability as the desktop version?

Moderator

Re: Hello mike schaul, If you're using QuickBooks Pro, you'll...

Thanks for chiming in, @Snowbiz.

 

Right now, the Price Level is only available in QuickBooks Desktop (QBDT). However, QuickBooks Online (QBO) has a similar feature called Price Rules. This will let you control the price of your products.

 

If you're using QBO Plus, you can turn this on by going to the Settings. Here's how:

 

1. Go to the Gear icon at the upper right.
2. Pick Account and Settings under Your Company column.
3. Select the Sales menu at the left, then click the Pencil (edit) icon on the Products and Services section.

125.PNG
4. Check the Turn on price rules Beta box, then hit Save and Done.

126.PNG

 

For additional information, consider checking out this article: Set pricing rules.

 

That should answer your concern for today. Please let me know if you have any follow-up questions. I'll be happy to help. Have a good one.

Level 1

Re: Hello mike schaul, If you're using QuickBooks Pro, you'll...

I am trying to change the time rate on one particular customer...going into to customer center, clicking on customer name, going to payment settings, etc etc...does not seem to be working...I have done this for several years...not sure if anything has changed...Using QB Desktop Pro Plus 2019

 

Level 1

Re: Hello mike schaul, If you're using QuickBooks Pro, you'll...

Change the time rate for customers
Level 1

Re: Hello mike schaul, If you're using QuickBooks Pro, you'll...

could you please instruct me on how to change the time rate from $100 per hour to $125 per hour
QuickBooks Team

Re: Hello mike schaul, If you're using QuickBooks Pro, you'll...

Hi there, @Sugarcain1.

 

You can automatically change prices based on customer type. Once a price level is assigned to a customer type in QuickBooks. Let me show you how to do it.

 

Here's how:

  1. Go to the Lists menu.
  2. Click the Price Level List.
  3. Select Price Level at the bottom, then choose New.
  4. Enter a name for the price level on the Price Level Name field.
  5. Click OK.

To apply a price level to your customer, here's how:

  1. Go to Customers.
  2. Click Customer Center.
  3. Select the Customer's name.
  4. Click the Payment Settings.
  5. At the Price Level section, click the drop-down menu.
  6. Choose the item you made.
  7. Click Ok.

For more reference, you can read this article:Use Advanced Pricing.

 

Please let me know how it works. I'm always here to help. Have a great day!

Level 2

Re: Hello mike schaul, If you're using QuickBooks Pro, you'll...

Is there any setting in the company file that would keep this from working?  I have set up price levels and assigned them to customers.  It works in one company I do books for but not the other on the same desktop.  Whether I create a sales receipt or an invoice, it doesn't work for one and works for the other.

Moderator

Re: Hello mike schaul, If you're using QuickBooks Pro, you'll...

Hello there, WineLaker.

 

Let's check if this has something to do with the data integrity issues. Now, let's run the verify and rebuild to check data issues within your company file and resolve this as soon as possible.

 

Here are the steps that will walk you through verifying the data:

  1. Click the File menu.
  2. Select Utilities.
  3. Choose Verify Data.
  4. If the Verify Data pop-up window appears, just click OK.

 

Then, here's how to run rebuild data:

  1. Go to the File menu.
  2. Choose Utilities.
  3. Select Rebuild Data.
  4. QuickBooks will prompt you to create a backup copy, click OK.
  5. Follow the on-screen instructions to complete the backup. 
  6. Once the process is complete, click View issues.
  7. Close the QuickBooks Verify/Rebuild Results window.
  8. Close and open QuickBooks again to ensure all components are updated.

 

Keep me posted on how these steps work for you. I'm always here ready to help you more! Take care!

Need to get in touch?

Contact us