Solved

Assign rates to clients

Forum|Forum|5 years ago
February 19, 2021
3 replies
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I would like to have a rate assigned to specific clients. I charge different hourly rates, and I don't want to use products, services or items. When I start an invoice for a client, I'd like the default rate for that client to populate. Have not found a way yet. Products with different rates would have to be labeled the same way: professional fees. So it would save time to be able to assign that in the client/customer screen.

QuickBooks Online

Best answer by Jen_D

Thanks for checking in to the QuickBooks Community, @AnneB,

Checking your post, looks like you can use the pricing rules feature in QuickBooks Online. This is currently running in beta testing for QBO users and should be available for everyone once the test is complete.

If you want to test this preference, we have a test drive that you can use temporarily. There you can assess the Price Rules feature and see if it works for your business. To use out test drive, click the following link: QBO Test Drive

Here's how to enable price rules, follow the steps below:

Tap Settings ⚙ and pick Account and Settings or Company Settings.
Proceed to the Sales tab, then click the Products and services section.
Click the slider beside Turn on price rules Beta checkmark. Once enabled, it should change to color green.
Once all set, press Save and then Done.

To get started with setting up rules or find instructions on how to use it including FAQ's, see this article: Set price rules in QuickBooks Online

If you have additional questions about this preference, please tap me anytime. I'll be more than glad to help you with any features in QuickBooks. Have a nice day!

Jen_DAnswer

Thanks for checking in to the QuickBooks Community, @AnneB,

Checking your post, looks like you can use the pricing rules feature in QuickBooks Online. This is currently running in beta testing for QBO users and should be available for everyone once the test is complete.

If you want to test this preference, we have a test drive that you can use temporarily. There you can assess the Price Rules feature and see if it works for your business. To use out test drive, click the following link: QBO Test Drive

Here's how to enable price rules, follow the steps below:

Tap Settings ⚙ and pick Account and Settings or Company Settings.
Proceed to the Sales tab, then click the Products and services section.
Click the slider beside Turn on price rules Beta checkmark. Once enabled, it should change to color green.
Once all set, press Save and then Done.

To get started with setting up rules or find instructions on how to use it including FAQ's, see this article: Set price rules in QuickBooks Online

If you have additional questions about this preference, please tap me anytime. I'll be more than glad to help you with any features in QuickBooks. Have a nice day!

A

AnneBAuthor

@Jen_D Thank you! I had tried the price rules but did not dive into it enough. This works!

Thank you for answering!

M

Maybelle_S

Hello there, @sibylp.

The Price Rules is a beta feature in QuickBooks Online (QBO) Plus which is currently available for US regions. There's is a possibility that you're using a QBO Simple Start or signed up for a different region.

However, if you're using a QBO Plus and signed up for the US region. We can try logging in to your account into a private browser. This way, we can check if it's a browser-related issue.

You can use these shortcut keys depending on the browser you're using:

• Google Chrome: press Ctrl + Shift + N

• Mozilla Firefox: press Ctrl + Shift + P

• Safari: press Command + Shift + N

If it works, go back to your regular browser and clear its cache. These caches of data are essentially junk files and can be safely deleted to free up storage space. Otherwise, switch or use a different browser.

Once done, you may refer to this article to create a price rule: Set pricing rules in QuickBooks Online.

Additionally, I'd be adding a helpful article that may help you when you have QuickBooks Online concerns, such as managing your account, setting up and processing payments, etc. This will help to keep your business running smoothly: QBO Help articles.

Fill me in if you have other QuickBooks concerns. I'm always around to help. Take care always.

S

sibylp

Looks like I have QuickBooks Online Essentials, so I'm guessing that feature is not available to me, right?

R

Rea_M

Thanks for your interest in the price rules feature in QuickBooks Online (QBO), @sibylp. I'm here to share further details about this.

The pricing rules feature lets you control the price of your products and services. With this, you can offer discounts or charge different rates by item and assign them to only certain customers for a specified amount of time.

For the time being, the said feature is running in beta testing for QBO Plus and Advanced plan users. Since it isn't available for Essentials plan subscribers, like you, you may use our test drive account to access Price Rules and see how it works for your business.

However, in case you opt to switch your subscription from Essentials to either Plus or Advanced plan to utilize the pricing rules feature, please refer to this article for the step-by-step guide: Upgrade your QuickBooks Online subscription.

Also, to further guide you in managing your business's growth using QBO, I'd recommend checking out this article: QuickBooks Help Articles. It includes topics about account management, banking, and expenses, to name a few. You can also explore video tutorials to learn your way around QuickBooks.

Please feel more than welcome to reach out if you have any other questions about the available features in QBO. I'll gladly help. Take care and have a nice day, @sibylp.

R

RidleyNY

Hi, I would love to be able to do this but I use QB Desktop for Mac. Is it available on there? If so, how can I set it up?

C

ChristineJoieR

I'll ensure you can assign rates specific to your client in QuickBooks Desktop for Mac, RidleyNY.

Currently, adding price rules or price levels to your customer isn't available in this version. I suggest looking for a third-party application that offers this kind of feature.

We recommend visiting our QuickBooks Desktop Market App Store to find a versatile tool that enables you to import, export, and manipulate transactions and lists in QuickBooks Desktop.

Moreover, if you need to create a back up for your accounting data in QBDT, feel free to read this article: Back up your QuickBooks Desktop company file.

Let me know if there's anything I can do while managing your company. We'll be right here shortly.

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