We are using QBO Advanced. We are trying to set up quantity pricing for some of our products so customers will be charged a lower price based on the quantity they buy.

You can set a rule name as an indicator for when your customer reaches a quantity that qualifies for a discount, Cathy. I'll provide a detailed explanation of how to do this.

Since the option to set quantity-based pricing for some products is currently unavailable in QuickBooks Online (QBO), I recommend creating a rule to indicate when a discount should apply based on the quantity purchased. For example, you could name the rule "If quantity reaches 10." Here’s how to set it up:

1. Create New Price rule from the Price Rules section.

2. Set the Rule name.

3. If you want to apply the rule to specific customers only, use the Customer▼ dropdown and choose Select individually. Then, select Add customer.

4. Choose what you want the rule to apply to by selecting the appropriate options in the Select products or services ▼ dropdown.

5. Use the Price adjustment method and Rounding ▼ dropdowns to decide how much you want to decrease prices.

6. You don’t need to select a date range for when to apply this rule.

7. Click Save or Save and close.

Once you create an invoice and your customer reaches the specified quantity, you can adjust the price according to your price rule.

If you prefer a different approach, you can also use the discount feature in QuickBooks. This allows you to discount a percentage of an invoice, estimate, or sales receipt. If you have fixed-price discounts or discounts specific to certain products, you can add them as line items on your forms.

Additionally, once your customer pays an invoice, be sure to record that payment to link it to the invoice and balance your accounts.

Speaking of balancing accounts, you might want to check out QuickBooks Live Expert Assisted. They can teach you how to automate your workflows to save time in your bookkeeping. It’s an additional service that will help you keep your business organized.

We're here to assist you if you need further clarification about managing your prices in QBO. We've got your back on this.