Skip to main content
October 27, 2023
Question

How to setup a customer with sub services for each customer with QBs online

  • October 27, 2023
  • 1 reply
  • 0 views

OK - I been using QBs online under my original company (last 9 yrs) and it let me setup a "customer" and then setup "services" under each customer individually. I was able to assign customer A a rate ($100hr) and customer B a rate ($75hr) for the same service.

 

I've started a new company and have opened a new set of QBs online for it and this ver looks completely different and its not letting me setup as described before - OR - at least I'm not figuring out how to do it correctly in this new ver.???

 

Do I have the ability to set it up as before or do I have to create a "service" (2,3,4 times) with an identifier for each one based on client???

1 reply

AlverMarkT
October 27, 2023

Congratulations on your new company, @CCSX3! Seems like you are referring to the same function you have experienced before. 

 

The function of assigning different rates to customers for the same service is now under price rules. Let me guide you through the process of setting this up. 

 

  1. In your QuickBooks Online company, go to the Gear icon.
  2. Select Account and settings
  3. Click the Sales tab.
  4. In the Products and services section, select Edit.
  5. Toggle on the Turn on price rules Beta.
  6. Select Save and then Done.

 

Please refer to the image below for reference.

 

 

The next thing we'll have to do is to create a price rule. Here's how:

 

  1. Go to the Gear icon.
  2. Click on Products and services.
  3. Select the More dropdown button, and click Price rules.
  • 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.

 

Here is an image reference:

 

These articles about entering and managing your transactions might come in handy for you in the future: 

 

 

If there's anything else we can do for you, please let us know through the reply button below. Have a good one.