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bolnop
Level 1

Hi, I need to have different price levels for differnt customer types. I think the price rules feature does that. But my account doesn't have this feature, why?

 
10 Comments 10
Jen_D
Moderator

Hi, I need to have different price levels for differnt customer types. I think the price rules feature does that. But my account doesn't have this feature, why?

Thanks for checking this with us, @bolnop,

 

Price Rules in QuickBooks is currently in beta testing and is available for select accounts. This is the reason why you're not able to see this in your company settings.

 

The initial release for this feature is for random QBO Advanced and QuickBooks Plus accounts. New enhancements are rolled out by batch and will automatically be downloaded without you manually doing it.


Once this is available in your account, you may follow these steps to turn on Price Rules:

  1. Click the cogwheel icon ⚙ and select Account and Settings.
  2. Go to the Sales tab.
  3. In the Products and services section, select Edit ✏️.
  4. Mark the Turn on price rules Beta checkbox.
  5. Hit Save and then Done.

I'm also adding here a Community article about this topic: Set pricing rules in QuickBooks Online

 

Let me know if you have additional questions or need further help. I'll be right here if you need anything else. Have a nice day!

 

 

vopadiran
Level 1

Hi, I need to have different price levels for differnt customer types. I think the price rules feature does that. But my account doesn't have this feature, why?

Is there any solution (method to carry this out) pending when this is available on International version? 

This is a critical need. 

JonpriL
Moderator

Hi, I need to have different price levels for differnt customer types. I think the price rules feature does that. But my account doesn't have this feature, why?

Hello @vopadiran,

 

As of the moment, there isn't an integrated way to transfer all your pending price levels from one to the other account or versions. You can consider manually entering them in the system once it is available in your version. You can dos o by following the steps and by checking also the screenshot shared by my colleague above.

 

Lastly, here are articles you can read for ideas about how you can manage your account and related tasks: Help Articles for QuickBooks Online.

 

If there's anything else that I can help you with, let me know in the comments. I'll be here to lend a hand.

vopadiran
Level 1

Hi, I need to have different price levels for differnt customer types. I think the price rules feature does that. But my account doesn't have this feature, why?

Thank you for your response on my query. Although the response did not address the issue rather it showed me that there isn't any solution to this core function for International Plus version of QuickBooks. 

Let me restate the query - I have a QuickBooks Plus version (Nigeria), I have customers that I bill same products for different prices (due to tariffs per customer). How do I set the different prices for the products for each of the customer in the QuickBooks Plus version - Nigeria?

MJoy_D
Moderator

Hi, I need to have different price levels for differnt customer types. I think the price rules feature does that. But my account doesn't have this feature, why?

Hello, @vopadiran.

 

I can see that you’ve posted this question a couple of times and my colleague already added an answer. Just in case you haven't been notified of the new response, here's the link

 

Let me know if there's anything that I can help. Stay safe!

inayat
Level 1

Hi, I need to have different price levels for differnt customer types. I think the price rules feature does that. But my account doesn't have this feature, why?

How do you import pricing 4 different pricing levels from excel/csv format into Quickbooks Premier

JasroV
QuickBooks Team

Hi, I need to have different price levels for differnt customer types. I think the price rules feature does that. But my account doesn't have this feature, why?

I'd be glad to share with you some insights on how to import price level in your QuickBooks Desktop (QBDT) Premier, @inayat.

 

QBDT lets you import and export files through IIF file and MS Excel file. Instead of starting from scratch, you can transfer the data into QBDT easily. 

 

To import your 4 different pricing levels, let's go to the File menu and import it from there. I'd be glad to guide you how.

 

  1. Go to the File menu, 
  2. Select Utilities then click Import.
  3. Click Excel Files.
  4. If you get the Add/Edit Multiple List Entries window, click No.
  5. Follow the wizard in importing files and select the type of data.
  6. QuickBooks opens a formatted excel spreadsheet. Once you have entered your information, saved the file and closed it, you will be given the option to Add My Data Now.
  7. Review results and view Data in QuickBooks.
  8. Select Close when done.

 

You can also see this link for more details and other ways in importing data to QBDT: Import or export MS Excel files.

 

If you have the list in a CSV format, you can follow the steps outlined in this article on how to import it: Import/export CSV files.
 
In case you want to learn some best practices in managing your receivables, I propose checking our Sales and customers page for guidance.

 

You can always count on me if you need more help importing your data to QBDT or managing your invoices. Just leave a reply in this thread and I'll get back to you as soon as possible. 

Fiat Lux - ASIA
Level 15

Hi, I need to have different price levels for differnt customer types. I think the price rules feature does that. But my account doesn't have this feature, why?

@inayat 

Another option, utilize an importer tool

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Prepare the Price Level List with the following template

NameIs ActiveTypeFixed PercentageItemCustom PriceAdjust Relative To
CommercialYFixedPercentage-10   
IndustrialYFixedPercentage-15   
ResidentialYFixedPercentage-5   
Door Replacement SpecialYPerItem Framing45 
Door Replacement SpecialYPerItem Installation30 
Door Replacement SpecialYPerItem Hardware:Lk Doorknobs35 

 

inayat
Level 1

Hi, I need to have different price levels for differnt customer types. I think the price rules feature does that. But my account doesn't have this feature, why?

Thank you kindly...will try this.  We already have the prices in quickbooks we need to update the pricing.  Hope importing the columns you recommended will not impact other properties of the inventory items. 

 

Fiat Lux - ASIA
Level 15

Hi, I need to have different price levels for differnt customer types. I think the price rules feature does that. But my account doesn't have this feature, why?

@inayat 

Don't try with your primary file. Create a backup file to try with the importer tool.