QuickBooks Online Price Rules

Written by Charlie Russell

Intuit is introducing QuickBooks Online Price Rules, a more advanced way of setting product pricing. Price rules allow you to specify an alternate price in an invoice based on factors like date range, customer type, product/service type, or a specific list of items and/or customers. This is a welcome addition to QuickBooks Online.

Price Rules will only be available in QuickBooks Online Plus.

Please note that at the time that I’m writing this, the feature is still in “beta test” mode. This is an open beta test, which means that anyone can implement it for testing. However, since it is a beta test, the product is still evolving, so when you look at it there may be some variations from what I’m showing here. It also means that you should be careful about implementing this now, since it is still listed as a beta -test product and to me, that means that there could still be significant changes until they wrap up the beta test.

Note: 12/19/2017 This article was updated to include information on the “Customer Type” feature.

Enabling QuickBooks Online Price Rules

You can enable Price Rules by clicking the Gear icon and then selecting Account and Settings (in QuickBooks Online Accountant it will be Company Settings). In the Sales section, Products and Services subsection, you will find Turn on price rules.

QuickBooks Online Price Rules

The next step is to create some price rules. There are three places where you can access them, as far as I’ve found so far.

In the upper right corner of your products and services list, you will find Price rules in the More button menu.

QuickBooks Online Price Rules

Another way to add a rule is through the Add new link in the Price rules section when you add or edit a product or service item.

QuickBooks Online Price Rules

Alternately, you can click the Gear icon and select All Lists, where you will see Price Rules under Products and Services.

QuickBooks Online Price Rules

Creating a Price Rule in QuickBooks Online

To create a new price rule, go to the Price rules page and click the New price rule button at the upper right.

QuickBooks Online Price Rules

This opens the Create a price rule window, as shown below. Every price rule needs a descriptive, unique rule name.

QuickBooks Online Price Rules

There are two aspects to a price rule: how to alter the price, and specifying which customers/items the rule applies to.

About the author

Charlie Russell

Charlie Russell has been involved with the small business software industry since the mid 70's, and remembers releasing his first commercial accounting software product when you had an 8-bit microcomputer with one 8 inch floppy disk drive. He has a special interest in inventory and manufacturing software for small businesses. Charlie is a Certified Advanced QuickBooks ProAdvisor with additional certifications for QuickBooks Online and QuickBooks Enterprise, as well as being a Xero Certified Partner. Charlie started blogging about QuickBooks in 2008 (Practical QuickBooks) and has been writing for the Accountex Report (formerly the Sleeter Report) since 2011. He retired from accounting and QuickBooks activities in early 2018.

Visit his CCRSoftware web site for information about his QuickBooks add-on products. He is also the author of the California Wildflower Hikes blog.


  • Hi Charlie,

    I was searching how to delete the Multi transactions from the register in QuickBooks Online. But I just reached for your this post. I ready out how we can set price rules at advanced level to save time and we can do our task too quickly

    Its again, really great feature from QuickBooks Online Engineers. I like your effort of writing a great post to keep the update to QuickBooks Online Accountants and users. I want you will keep writing useful tips for QuickBooks users

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