Everything You Need To Know About QuickBooks Online Price Rules

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(No Transcript)
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A Complete Guide for QuickBooks Online Price Rules
QuickBooks is an advanced accounting software,
helping millions across the globe in meeting
their business goals. Its is a highly use
friendly software and doesnt require you to be
an expert. However, a little knowledge of a few
functions can be very helpful. If you wish to set
your product price with QuickBooks Online, you
will have a choice, based on factors, to
establish an optional price on an invoice. This
can be applied to a specific date range, client
type, product type, service type, as well as to
particular items and customers.
How to Turn on QuickBooks Online Price Rules
Steps to turn on QuickBooks Online Price

• Click on the Gear icon on top right of your
  screen
• Choose Account and Settings in Company Settings)
• Open the Sales section and select Product and
  Service
• Turn on price rules.

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Now follow the given steps to create QuickBooks
Online Price Rules
Steps to create QuickBooks Online Price Rules

• Click on Gear Icon
• Go to All Lists and select price rules.
• Now, choose select new price rule.
• You can also find price rules in the More tab
  at the upper right corner of products and
  services list.
• Create a price rule window will appear.
• Next, provide clear and unique rule name to every
  price rule.

Here we can explain two main aspects of price
rules
Two notable aspects of price rules

• How to alter the price.
• Indicating which customers/items the rule applies
  to.

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1.  How to Alter the Price

You can Edit/change the sales price of a product
or service. You can start by putting in the base
price of a product while creating it. A price
rule will then change the base sales price upon
being applied in a sales transaction. The base
price/rate will be modified by a percent (up or
down) by the rule. You can choose the field to
alter that show up in the price rule
window. While selecting a percentage, you can
explain if the rule will increase or decrease the
base price/rate, simplify the type of rounding to
use, and the portion to be used. In the process
of selecting fixed amount, the base price/rate
will be altered by the amount provided by you.
2. Indicating which customers/items the rule
applies to

• The price rule will be, by default, applicable to
  all items in sales transactions and for all the
  customers. In case you wish to set a limited
  number the customers, and/or the product/service
  items the rule will applies to, you will be able
  to do it as per your choice. Furthermore, you can
  set up a time-sensitive price rule with the date
  of your choice (either or both the Start and End
  date). This feature can be used to create
  something like a special holiday price.
•  Furthermore, the Select customers options
  enable you to select all customers, individual
  customers, or customers by type.
•  Select add customer in order to add the customer
  to the list. The display will be changed at the
  bottom of the price rule if you click on Select
  individually. It will not list all customers, but
  only the customers that the rule of price applies
  to.
•  Select products or services will enable you to
  select all products and services, items of a
  specific item type, or to select individually.
•  In Select individually, you have a display
  similar to what you had with customers. You can
  click the product or service button and prepare
  your list.

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