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Currently using Quickbooks Online Advanced for our company. We're in manufacturing, and have numerous clients.
(1) We sell products to B2B customers in Canada and USA. We have several products we sell. For each product, we may sell the price at different costs to each customer.
Seeking how to set different costs for the same product for each customer.
(2) Seeking how to make month to month trial balances
We're in manufacturing. For each product, we may sell the price at different costs to each customer.
Consider having a manufacturing app to integrate with QBO.
Welcome to the Community! I'm glad you joined us here and asked questions about setting different prices for the same items, Raja.
QBO Advanced has a Price Rules feature. This will allow you to set up multiple rates for the same product which provides flexibility in your pricing strategies.
Allow me to guide you through the process of setting this up.
First, let's turn on the feature by following these steps:
Next, start creating the price rules. Here's what you need to do:
When creating invoices or estimates, the applicable price rule will be applied automatically as you add items to them. This streamlines the process and ensures accurate pricing.
For more detailed information about Price Rules and their application in sales transactions, please refer to the following article: Set Price Rules In QuickBooks Online.
To address your second question, QuickBooks Online allows you to customize the reporting period for your Trial Balance report. This provides you with the flexibility to view the report for specific dates or months as needed.
For detailed instructions and guidance about this, refer to the following article: Customize Reports In QuickBooks Online.
Just in case you need additional guidance when selling products and customizing reports, I have some helpful resources to share with you:
You can reach out to us again anytime you need further assistance when managing your sales item, different types of customers, and doing business in QBO as a whole. I would be more than happy to provide any support you require.
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