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Level 1

Is it possible to create pricing that varies by customer type?

 
15 Comments
Highlighted
Moderator

Is it possible to create pricing that varies by customer type?

Hello cforn3,

 

In QuickBooks Online, there's a beta feature for price rules. It let's you assign varies products and services to different customer type. You'll have to turn on this feature in the company settings. Here's how:

  1. Click on the Gear icon.
  2. Choose Account and Settings.
  3. In the Sales section, check the Turn on price rule box.
  4. Click on Save

Then, set up a price rule:

  1. Click on the Gear icon.
  2. Choose All List.
  3. Select Price Rules.
  4. Click on New price rule.
  5. Enter the rule name, select the customers (or select the customer type), choose the products and services, set the sales price or rate, and click on Apply.
  6. Click on Save and close.

Here's an article for FAQs about this feature: Set Pricing Rules

 

If this option isn't available in your account, I encourage you to send a product suggestion about it. Please click on the Gear icon and select Feedback

 

If you have any questions about QuickBooks, please let u know. Thanks! 

Highlighted
Level 1

Is it possible to create pricing that varies by customer type?

I have the same question, except for Quickbooks desktop

 

Highlighted
QuickBooks Team

Is it possible to create pricing that varies by customer type?

Hey Lizard. Glad to see you in the community today. To address the question though, yes it is possible to set up price rules inside of QuickBooks Desktop. Here's our article on using advanced pricing in QuickBooks Desktop

 

If you happen to already have advanced pricing turned on, follow these steps to create a price rule:

 

Create a price rule.

  1. From the Lists menu, select Price Rule List.
  2. Select the Price Rule button and select New.
  3. In the Price Rule Name field, enter a name for the price rule.
  4. Now, In the Description field, enter a brief description of the rule.

After you name and describe the price rule, the window to set the conditions will appear. I recommend you look back to the article I mentioned for all the different available options for setting conditions, to see if this will work best for your situation. 

 

Let me know if you have any other questions. 

Highlighted
Level 1

Is it possible to create pricing that varies by customer type?

When I follow the steps, I could not find the option to add pricing rules. Is there a reason why??

Highlighted
QuickBooks Team

Is it possible to create pricing that varies by customer type?

Hi there audrey4023. 

 

Thanks for stopping by the Community, it depends on which QuickBooks product you're using, in QBO you have to turn the beta feature on to set up a pricing rule. In QuickBoosk Desktop, you have to turn advanced pricing on. If you're using Desktop you can refer to this article: Use Advance Pricing in QuickBooks Desktop. If you're still experiencing issues I would recommend reaching out to our support team as the y have the ability to dive into your personal account and see what is going on. Follow the link to reach support below based on your product. 

If you have any other questions in the meantime, feel free to post below, thank you for your time and have a nice evening. 

 

Highlighted
Level 1

Is it possible to create pricing that varies by customer type?

Hi I am checking but I cant find price rule or different price for different customers. How Can I open it I need help? Now Sage Online give it standard features also chepaer than Qucikbooks. 

Elif

Highlighted
QuickBooks Team

Is it possible to create pricing that varies by customer type?

I got your back, info275. I'm here to make sure you can set price rules in QuickBooks Online.

 

Before we proceed, you'll have to ensure that you're using a web browser when you apply pricing rules. The feature isn't available in the mobile app.

 

To start, let's turn on the price rules in the Account and Settings. I'll guide you how.

  1. Go to the Gear icon and then select Account and Settings.
  2. Select the Sales tab.
  3. In the Products and Services section, click the pencil icon.
  4. Click the button beside Turn on price rules Beta.
  5. Select Save and then Done.

 

Once done, we can now create price rules for your customers. Here's how: 

  1. From the Gear icon, select All Lists.
  2. Select Price Rules.
  3. Click Create a rule.
  4. Give your rule a name.

 

There are several ways you can customize price rules, and we've listed them in this article: Set Price Rules in QuickBooks Online.

 

Additionally, I've included an article about adding a discount to your customer. This helps you ensure all the transactions are recorded accurately in QuickBooks: Add a Discount To an Invoice or Sales Receipt.

 

You can always get back here in the Community for additional QuickBooks related questions. Doing so helps us to further explain everything to you.

Highlighted
Level 1

Is it possible to create pricing that varies by customer type?

Hi again I tried many times but I cant find it. Where is it? also you can see on prnt scrn. Are your sure is it working for online?

 

Highlighted
Moderator

Is it possible to create pricing that varies by customer type?

Hello there, info275. Thanks for the screenshot you've provided.

 

It looks like you're using QuickBooks Online Simple or Essentials. That could be the reason why you're unable to find the Price rules feature. If you consider upgrading your subscription, you can follow the steps below:
 

  1. Go to the Gear icon.
  2. Select Account and Settings under Your Company.
  3. In the Billing & Subscription, select Upgrade your plan.

 

Once done, you can follow the steps shared above. You'll be able to turn on the Turn on price rules Beta feature. To manage your company settings, you can check the articles below:

 

 

Let me know if you have other questions. Take care and stay safe.

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Level 1

Is it possible to create pricing that varies by customer type?

hi again I already use online plus. i dont use essential or simple. i cant upgrade it, you can check my account. I am not able to find the Price rules feature. 

 

Highlighted
Level 1

Is it possible to create pricing that varies by customer type?

also i fortgot to add screenshot

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Level 14

Is it possible to create pricing that varies by customer type?

@info275 

Do you have the QBO US version or else?

https:// quickbooks.grsm.io/US

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

 

Try open your account on a private/incognito browser to make sure.

Highlighted
Level 1

Is it possible to create pricing that varies by customer type?

hi I use QB Online Plus UK.  also now I tried a private/incognito browser it is same.

Highlighted
Moderator

Is it possible to create pricing that varies by customer type?

Hello again, @info275

 

I appreciate your prompt response and for confirming the type of QuickBooks version you're subscribed to. 

 

The price rule feature in QuickBooks Online (QBO) has been introduced as a Beta in the US version in which right now, it's not yet available in the UK. That is why you're unable to find the settings provided by my colleagues above. 

 

I can see how having a feature that let's you control the price of your products and services in the program would be helpful. While we continue to make your experience with us even better, I recommend visiting our QuickBooks Blog to get the recent news, information about the latest features, and updates in QBO.

 

If you have specific questions please let me know. I will be more than happy to further assist you. Have a nice day.

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Level 14

Is it possible to create pricing that varies by customer type?

@info275 

What kind of business do you run? If you are a wholesaler, you may utilize the B2B feature available in a inventory management app to manage multiple pricelists for your resellers.

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