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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:
After that, we can create a price rule by following the steps outlined below:
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.
Consider having an inventory management app with B2B portal feature to integrate with QBO.
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:
After that, we can create a price rule by following the steps outlined below:
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.
Thank you for your reply.
I'm looking for a solution in the QB, not by other app.
Do you know of any solution?
thank you for your detailed answer. not what I'm looking for, but an interesting development in QB.
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?
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