Quickbooks Learn & Support Online QBO Support Price level, multiple price levels

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it. Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online.

To do this during the sale, select I want to and then select Change Price Level and enter the new price level. Sales tax changes from state to state and even city by city. Advanced Pricing tracks and applies sales tax automatically on invoices, sales orders, and receipts. As shown in Figure 5, select an Item Type from the list, and then select the items you wish to change, or click the Mark All checkbox. Choose an account from the list—you may wish to create a separate account so that you can easily track the amount of discounts that you’ve offered.

Fourlane, and specifically their wonder consultant Taresa Sparks, has helped me tremendously with bringing me up to speed in QBO. No time wasted in giving me a thorough understanding of the processes and features that apply to my business. Get more precise in your pricing with the ability to set prices based on location, customer, vendor, and other classes specific to your industry. Fourlane, the#1 Elite QuickBooks Solution Providerand Reseller, has helped thousands of clients with their financial systems, accounting software, and ERP system challenges. A nice overview of how price rules in QuickBooks Online are created and used.


Your version of QuickBooks will be supported for three years after its release. So, for example, if you purchase QuickBooks Desktop Pro 2020, this product will be supported until 2023. You do not have to immediately switch to an annual plan unless you want access to the latest features. Integrations are third-party add-ons that give you additional features and capabilities.


Payment gateways allow you to accept payments from your customers. Common payment processing options include PayPal, Stripe, Square, and Authorize.Net. QuickBooks Pro offers 14 payment processing integrations, or you can use QuickBooks Payments. QuickBooks Premier and Enterprise offer significantly fewer payment gateways, so you’re basically looking at QuickBooks Payments. Platinum or Diamond may be the way to go if you need advanced inventory and pricing. If you need more users than you can get with QuickBooks Premier but don’t need advanced features, then maybe Gold is a better option.

How do I set custom pricing for my items within QuickBooks Desktop?

xero shoes barefoot minimalist zero Premier has almost all of the same potential additional fees as QuickBooks Pro, with a few minor variations in cost. Be sure to consider these when determining how big of a dent QuickBooks Premier will leave in your wallet. An expert in accounting, finance, and point of sale, Erica has been researching and writing about all things small-business since 2018.


It uses first-in, first-out inventory tracking, an essential feature that helps manufacturers or retailers determine how their inventory affects their profitability. It also lets you update inventory costs and quantities, separate taxable from nontaxable items, and set up alerts if you’re running out of stock. Creating price level lists and assigning them to customers can save you lots of time if you constantly have to customize invoice prices for certain customers.

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Ban IP Address and choose which price level you would like to use. If you want to round up the price, choose the rounding option from the Round Up drop down menu. Stacy Kildal is owner and operator of Kildal Services LLC, an accounting and technology consulting company that specializes in QuickBooks. From 2012 to 2017, she has been named one of CPA Practice Advisor’s Most Powerful Women In Accounting. She is a big fan of working mobile and has been recognized by Intuit as being an expert on QuickBooks Online, having written Intuit’s original courses for the U.S., Singapore and Canadian versions.

One last example of price rules in QuickBooks Online that I want to show is when you have pricing per item, per customer. One way you can do so is to closely manage your prices. In some cases you may need to ratchet your prices up to cover a commodity cost-spike. Or, you may want to offer special deals to your best customers to help retain their business. In this article we’ll discuss four methods you can use to manage prices within QuickBooks.

Forbes Advisor adheres to strict editorial integrity standards. To the best of our knowledge, all content is accurate as of the date posted, though offers contained herein may no longer be available. The opinions expressed are the author’s alone and have not been provided, approved, or otherwise endorsed by our partners. There are two ways to get to the price-changing window.

QuickBooks Online is a cloud-based accounting software that you can access anytime and anywhere from any internet-enabled device while QuickBooks Desktop must be installed on your computer. Both are on our list of the best small business accounting software, wherein QuickBooks Online is our overall top recommendation and QuickBooks Desktop is our leading desktop accounting… Businesses will need to upgrade to the higher QuickBooks Online plans to use inventory accounting features, such as the ability to track stock items and value and automatically update quantities.

To assign this price level to a customers, hover your mouse over the Customers tab and click on Customer Center. Go to theDiscount %column and enter the discount either as a discount percent, a fixed price, a markup percent, or a margin percent. For example, if you want to offer a 10% discount, enter 10 in theDiscount %field.

Ease of use consists of customer support, support network of bookkeepers, and user reviews. All QuickBooks Online plans have basic mobile accounting features, such as the ability to create and send invoices. However, higher tiered plans have additional functionality, like the ability to enter bill payments and view reports. With Plus, you can make POs, track them, and send them to vendors. POs are essential because they help you specify what products and services you need from your vendor or supplier and by when you need them. When creating POs in Plus, you can input specific items you want to purchase.

If you look at the pricing, it now reflects the pricing that you set in Cool Price Level. Don’t worry about filling in any other fields for now. Just go through and put in the custom prices for each applicable item. If the item doesn’t have a CUSTOM PRICE, then leave the CUSTOM PRICE field blank.

With the help of QuickBooks Online, you can do these price adjustments completely automatically. You can set them up to a run for a particular time period and increase the adjusted prices to your clients or just a particular segment. It’s important to note that this is the visibility you’ll have as the one sending the invoice. The customer will see the price of $75 on their invoice, and any report on the sale will show $75, not $100. There is no reporting specific to QuickBooks price levels or price rules by customer at this time. This list of items and special prices can then be assigned to one or more customers.

QuickBooks Enterprise Platinum

This QuickBooks price levels guide offers step-by-step instructions for turning on and creating price levels. Feel like you’re outgrowing your current version of QuickBooks, or is it several years old? Talk to us about upgrading at We’re here to support you, offer the best pricing on software, and help you more effectively use the software as your business changes and grows. When you need to edit or delete a price level, go to Lists | Price Level List again and click the arrow next to Price Level in the lower left corner. You can, for example, make a price level inactive so it doesn’t appear on the list.