Tag: Customer type
-
How to Setup Customer Type and Run Sales Detail by State Using Customer Type in QuickBooks Online
-
How to Set Price Rules in QuickBooks Online
Price Rules feature is currently available in Advanced plan and Plus plan only. It’s not available in Essentials plan and Simple Start plan at this time. How to turn Price Rules? From the Gear icon on the top right corner, go to Your Company and select Account & Settings. From the menu, select Sales. Select…
-
Coming QBO Improvement – Price Rules (aka Price Level List on QB Desktop)
Manage your multiple price lists for different customer types with ease. Eliminates the hassle of maintaining and remembering who gets what price for what items. To turn the Price Levels ON in QBO (COMING FEATURE): Gear at the upper right corner > Your Company > Account and Settings > Sales > Products and Services >…