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ZackE
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Thanks for getting involved with this thread, newuser4.

 

The Price Rules beta feature was added to QuickBooks in November of 2017. It can be used after turning it on in your Account and settings. Detailed steps for doing so can be found in MaulikH's post.

 

After you've activated the feature, you can create price rules.

 

Here's how:
 

  • Use your Gear icon, then go to All Lists.
  • Click Price Rules.
  • Select Create a rule or New price rule.
  • Give it a name.

 

Here's some things you'll want to be aware of:
 

  • You can set when the rule is active from its Start date and End date fields.
  • Price rules apply to all customers by default. If you only want a rule to apply to specific customers, use the Select customers ▼ drop-down list, hit Select individually, then Add customer. You can also add customer types.
  • Price rules apply to all products and services by default. If you want one to only apply to specific types, use your Select products or services ▼ drop-down and specify a type.
  • You can use your Set sales price or rate by ▼, Percentage ▼, and Rounding ▼ drop-downs to decide how much you want to increase or decrease prices by.

 

When you're ready to apply the customizations, select Apply. You'll see your adjusted prices for each item based on the customizing in your Adjusted price column. Use the Save and close button when you're finished setting everything up.

 

I've also included a detailed resource about working with the Price Rules beta feature which may come in handy moving forward: Set Price Rules

 

Please don't hesitate to send a reply if there's any additional questions. Have an awesome day!

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