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info1262
Level 1

I want to Turn on price rules but in account and settings - sales tab- under products and services - there is no - option to turn on price rules - how do I do this?

 
2 Comments
Rea_M
QuickBooks Team

I want to Turn on price rules but in account and settings - sales tab- under products and services - there is no - option to turn on price rules - how do I do this?

I'm here to share details about the price rules feature in QuickBooks Online (QBO), @info1262. This way, you'll be able to determine why you're unable to turn on the said option in your account.

 

The price rules feature in QBO allows you to provide discounts for specific products to certain customers for a specified amount of time. Currently, the said feature is in beta testing and only available in the US version of QBO. That's why you're unable to turn it on in your international version of QuickBooks from your Account and Settings page.

 

In the meantime, you can manually enter the appropriate price in the Rate column when you create an invoice. Here's how:

  1. Go to the + New button.
  2. Select Invoice.
  3. Enter all the necessary invoice details, then manually enter the price in the Rate column.
  4. Click Save and close or Save and send.

 

I've attached screenshots below for your reference.

 

You can also manage your price rules by integrating an inventory management app in QBO that's available in your region.

 

Additionally, you can import your products and services from Excel to your QBO account. This way, you can easily monitor your sales and income. To learn more about this, kindly check out this article: Import products and services from Excel. It contains information for formatting tips and the things you need to consider before performing the import process.

 

Aside from the Sales menu, the Accounts and Settings page also has the Advanced option. It is where you can set up your accounting method, company type, and categories to name a few. You can learn more about it by checking out this article: How do I set my advanced account settings?.

 

Please let me know if you have other concerns. I'm just around to help. Take care always.

Fiat Lux - ASIA
Level 15

I want to Turn on price rules but in account and settings - sales tab- under products and services - there is no - option to turn on price rules - how do I do this?

@info1262 

If you are trading merchandises, consider having an inventory management app to manage multiple price lists.