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ankomah749-gmail
Level 1

I am using quickbooks online plus but i cant find customer type and price rules. Could someone assist me to set them up?

 
1 Comment 1
SarahannC
Moderator

I am using quickbooks online plus but i cant find customer type and price rules. Could someone assist me to set them up?

I appreciate you for using QuickBooks Online (QBO), ankomah.

 

The customer type and price rules feature are currently unavailable in the QBO International version. I see how these options can assist you in organizing your data seamlessly. 

 

Thus, I suggest sending your feedback directly to the software engineer. It's a good way to express your thoughts and share how the unavailability impacted your workflow. By sharing your experiences and concerns, it'll contribute to the improvement of the software. Here's how:

 

  1. In your QBO account, go to the Gear icon on the upper right side.
  2. Click Feedback under Profile.
  3. Type your suggestion in the box and tap Next.

feedback.PNG


You may also consider exploring a supported third-party application, which can assist you in setting up your customer types and using price rules.

 

Lastly, you can visit this article to get more tips about handling sales and customers: Topics about your company's income and customers

 

If there is anything specific you would like me to assist you with, please don't hesitate to let me know. I'm here to support you in any way I can.