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HKS2019
Level 2

Is there an option to have customers price list?

i want to have customize price lists, so each customer will have its own price list, while each product can be in several price lists (for several customers)
Solved
Best answer June 09, 2024

Best Answers
RCV
QuickBooks Team
QuickBooks Team

Is there an option to have customers price list?

Let me share some details about customizing price lists in QuickBooks Online (QBO), HKS2019.

 

In QBO, we can set pricing rules for specific products and services where you can offer discounts or charge different rates by item. The Price Rules is still on Beta pace which means only selected customers can turn it on. This option is unavailable in QBO Simple Start and Essentials. To utilize this, let's turn it on first by following the instructions below: 

 

  1. Go to the Gear icon on the top menu.
  2. Choose Account and Settings.
  3. Select the Sales tab.
  4. In the Products and services section, select Edit ✎.
  5. Select the Turn on price rules Beta checkmark.
  6. Click Save and then Done.

 

After that, we can create a price rule by following the steps outlined below:

 

  1. Go to the Gear icon again and select All lists.
  2. Choose Price Rules and enter a unique name in the box.
  3. In the Product and services drop-down, pick All inventory.
  4. Pick Percentage in the Price adjustment method field.
  5. Select Increase by and enter the % amount in the Percentage field.
  6. Pick a Start and End date, then click Apply rule.
  7. Hit Save and close.

 

For more knowledge about this feature, check out this link: 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.

 

I'll always be around any time you need additional assistance managing pricing in your account. Just let me know in the comments below and I'll make sure to provide further help. You have a good one. 

View solution in original post

CraftingClouds
Level 2

Is there an option to have customers price list?

@HKS2019@RCV may have already answered your question. If not, then at this time there wouldn't be a solution for you within QBO. You would need an alternate app to handle this for you.

View solution in original post

6 Comments 6
4Gal
Level 11

Is there an option to have customers price list?

Consider having an inventory management app with B2B portal feature to integrate with QBO.

RCV
QuickBooks Team
QuickBooks Team

Is there an option to have customers price list?

Let me share some details about customizing price lists in QuickBooks Online (QBO), HKS2019.

 

In QBO, we can set pricing rules for specific products and services where you can offer discounts or charge different rates by item. The Price Rules is still on Beta pace which means only selected customers can turn it on. This option is unavailable in QBO Simple Start and Essentials. To utilize this, let's turn it on first by following the instructions below: 

 

  1. Go to the Gear icon on the top menu.
  2. Choose Account and Settings.
  3. Select the Sales tab.
  4. In the Products and services section, select Edit ✎.
  5. Select the Turn on price rules Beta checkmark.
  6. Click Save and then Done.

 

After that, we can create a price rule by following the steps outlined below:

 

  1. Go to the Gear icon again and select All lists.
  2. Choose Price Rules and enter a unique name in the box.
  3. In the Product and services drop-down, pick All inventory.
  4. Pick Percentage in the Price adjustment method field.
  5. Select Increase by and enter the % amount in the Percentage field.
  6. Pick a Start and End date, then click Apply rule.
  7. Hit Save and close.

 

For more knowledge about this feature, check out this link: 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.

 

I'll always be around any time you need additional assistance managing pricing in your account. Just let me know in the comments below and I'll make sure to provide further help. You have a good one. 

HKS2019
Level 2

Is there an option to have customers price list?

Thank you for your reply.

I'm looking for a solution in the QB, not by other app.

Do you know of any solution?

CraftingClouds
Level 2

Is there an option to have customers price list?

@HKS2019@RCV may have already answered your question. If not, then at this time there wouldn't be a solution for you within QBO. You would need an alternate app to handle this for you.

HKS2019
Level 2

Is there an option to have customers price list?

thank you for your detailed answer. not what I'm looking for, but an interesting development in QB.

kabarnard-01-gma
Level 2

Is there an option to have customers price list?

I use QBO Pure and there is no such option in the menu as you describe in your solution.  Why would that be if you have specificically advised the steps available and to be followed in QBO?

 

  1. Select the Turn on price rules Beta checkmark.
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