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February 1, 2024
Question

How do I adjust the default pricing for services already added to the app? It seems to only have somewhere to add them.

  • February 1, 2024
  • 1 reply
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I have client specific recurring prices that some are due for increases. Thanks!

1 reply

MariaSoledadG
February 1, 2024

I can only think of one scenario when you say about adjusting default pricing. I'll help you sort this out, Aaron.

 

When you say client recurring prices, are you referring to the price rule? If so, QuickBooks lets you control the price of your products and services. Aside from this, you can offer discounts or even charge different rates by item. To turn on price rules, follow the steps provided below:

 

  1. Go to the Gear icon and then select Account and Settings.
  2. Select the Sales tab.
  3. In the Products and services section, select Edit ✎.
  4. Select the Turn on price rules Beta checkmark.
  5. Click Save and then Done.

 

To create a price rule, follow the steps outlined below:

 

  1. Go to the Gear icon and then select All Lists.
  2. Select Price Rules.
  3. Select Create a rule. After your first rule, select New price rule.
  4. Give your rule a name.
    • (Optional) Set when the rule is active in the Start date and End date fields.
    • Price rules apply to all of your customers by default. If you only want it to apply to specific customers, select the Select customers▼ dropdown and then Select individually. Then select Add customer. You can also add a customer type if you have them.
    • Price rules apply to all products and services by default. If you want it to only apply to specific types, select the Select products or services ▼ dropdown. Then select what you want to apply the rule to.
    • Use the Price adjustment method and Rounding ▼ dropdowns to decide how much you want to increase or decrease prices.

 

Once done, click Apply. You'll now see the adjusted prices of each item.

 

To give you more details about this, read this article for your guide: Set Price Rules In QuickBooks Online.

 

Furthermore, you can also run reports in QuickBooks to ensure you'll get the right information. At the same time, filter specific data for your business needs. Check out this article for your reference: Customize Reports In QuickBooks Online.

 

Please let me know if you're referring to something else or post your comment below if you have any other concerns about price rules. We're always right here to further assist you.

February 1, 2024

So this needs to be done from a browser, not the app? Thanks!