Hi there, @GLW1. You've come to the right place to get the answers you're looking for.
In QuickBooks Desktop, you have the option to set up a price level. When you create one, it will automatically show as a price option on invoices. You can also assign a specific price level to customers, so you don't have to select one for each item.
Here's how:
- From the Lists menu, go to Price Level List.
- Select Price Level at the bottom and choose New.
- Enter a name for the price level on the Price Level Name field.
- Select the items you need to update.
- Set up the markup percentages on items.
- Select OK, then Yes.
To assign a price level to customers, follow these steps:
- Select the Customers menu then Customer Center.
- Double-click a customer in the list.
- Go to the Payment Settings tab.
- Select the Price Level drop-down and choose the price level you want to associate with the customer.
- Select OK.
Additionally, you can set custom service item rates for different employees and vendors in QuickBooks Desktop. Once you associate a billing rate level with your employees and vendors, QuickBooks automatically fills in the correct rate for each service item. Please note that the attached article also applies in your region.
The Community is always here to help if you need more help with setting up rates. Just leave a comment below. Have a good one.
