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Replying to:
Jovychris_A
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Thanks for coming back, @EstesBabe. Let me clarify more things about the price rule.

 

In addition to my peer's response, selecting a customer won't apply the price rule under all the customer's projects. Yes, you're correct about that you'll have to pick them up individually. This means that you'll have to select the customer and all the projects separately.
 

 

Please refer to the the steps below:

  1. Click the Gear icon and then select All Lists.
  2. Go to Price Rules.
  3. Hit New price rule.
  4. Enter the Rule name and then under the Customer drop-down, choose Select individually.
  5. Click + Add customer to add the customer or project separately.
  6. Enter necessary details and adjust the Products and services amounts.
  7. Make sure the setup is good, then hit Apply rule.
  8. Click Save and close.

 

Let me add this reference for more details: Set price rules in QuickBooks Online. This includes the FAQs about this beta feature.

 

Additionally, if you need to add a customer type, here's how you can set up and assign them in QuickBooks Online.

 

Let me know in the comment if you need more assistance knowing this. I'm always be around to help you more. Stay safe and well!

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