JasroV
QuickBooks Team

Other questions

Good to have you joined this thread, @EstesBabe.

 

I'll share some insights about price rules in QuickBooks Online (QBO).

 

Yes, you got it correct. Setting up a price rule doesn't apply to a project that's associated with your customer. You'll need to add the customer and all their project to the rule.

 

I understand having an option to automatically set a price rule for all your customer projects is beneficial in running your business. As a way around, you can look for a third-party app that lets you set a price rule for your projects. Simply hover to the Apps menu and look for an app from there.

 

Furthermore, I'd recommend sending your feedback to our Development team. This way, they can review your opinion and might consider implementing it in future updates.

 

Once you're all set, you might want to utilize this article that can aid you seamlessly in accounting your customers' payments: Record invoice payments in QuickBooks Online.

 

You can count on me if you need more assistance managing your customers and projects. It's always my pleasure to help. Stay safe and have a good one!