Skip to main content
R
rockmama
April 6, 2024
Question

How to set up auto discounts for customers

  • April 6, 2024
  • 1 reply
  • 0 views
I have multiple contractors that receive sales discounts. How do I set it up so that the discount automatically applies when we bring up the customer name?

1 reply

S
SirielJeaB
April 6, 2024

Having a streamlined approach to managing sales discounts in QuickBooks Online (QBO) would be advantageous, rockmama. Let me provide some details on this feature within the system.

 

The option to set up automatic discounts when you bring up the customer name is unavailable in QuickBooks Online (QBO). I can see the relevance of being able to do so when handling sales transactions. I suggest sending a feature request to our Product Developers. They may consider adding this to future product updates.

 

To send your input, here's how:

 

  1. Open your QBO account.
  2. Click the Gear icon, then select Feedback.
  3. Enter your suggestions.
  4. Tap Next to submit.

 

In the meantime, you can utilize pricing rules for specific products and services as a workaround. Pricing rules allow you to manage item prices, offer discounts, or set different rates by item, and these rules will be automatically applied as you add items.

 

Additionally, you'll want to generate a more personalized and professional appearance for your sales forms to enhance your business image. Refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm always at your service, ready to help with any other sales-related tasks in QuickBooks. Just give me a heads-up by clicking the Reply button below or posting in the Community space for a timely response. Take care!

R
rockmamaAuthor
April 6, 2024

Unfortunately, that is a major problem. Does quickbooks still offer a desktop version that is not online ? That is what i had before and was able to create discounts.

S
ShangY
April 6, 2024

I'm here to help you on how you can set up auto discounts for your customers, @rockmama.

 

The Discount feature in QBO is used to decrease the amount transaction as a whole.

 

To automatically apply discounts, we will make use of the Price Rules feature in QBO. It's a tool that allows you to set discounts for all your customers or a specific customer and items.

 

Here's a step-by-step guide to help you get started:

 

  1. Go to Settings and select All Lists.
  2. Click on Price Rules from the Lists.
  3. Select the New Price Rule and enter a name in the Rule Name field.
  4. Choose a customer from the Customer dropdown list and select a Product or services from the corresponding dropdown list.
  5. Review the details, then click Save and Close.

 

Please note that you don't need to activate the Discount feature when using the Price Rule.

 

Once you've successfully applied the auto discounts to your customers, you can now create invoices and payments.

 

On the other hand, QuickBooks still offers a desktop version. You can visit the pricing website for QuickBooks Desktop.

 

For future reference related to invoices, you can browse these links:

 

 

If you have any further questions or concerns about setting up auto discounts for your customers or items, please don't hesitate to let me know. I'm always here to help you out. Take care!

Terms & ConditionsAccessibility statement