Set Price Rules in QuickBooks

Take more control over your pricing with Price Rules in QuickBooks Online.

Available on Advanced and Pro packages, Price Rules give you more flexibility when managing your products and services. Easily apply discounts, set different pricing for specific items, or create custom rates based on your business needs.

Whether you need to offer customer-specific pricing, adjust rates for certain products, or manage different pricing structures, Price Rules help you automate the process and keep your invoicing accurate.

How to turn on Price Rules

Before creating a Price Rule, you’ll need to enable the feature in your QuickBooks Online account.

Go to Settings ⚙️ and select Account and settings
Select the Sales tab
Under Products and services, select Edit ✏️
Turn on price rules
Select Save and then Done

Once enabled, you can start creating pricing rules for your products and services.

How to create a Price Rule

Go to Settings ⚙️ and select All lists
Select Price Rules
Select Create a rule
Add a name for your rule
Choose when the rule should apply using the Start date and End date options
Select the customers the rule applies to (or leave it for all customers)
Choose the products or services the rule applies to
Set your pricing adjustment using:
1. Percentage increase or decrease
2. Price adjustment method
3. Rounding options
Select Save or Save and close

Applying Price Rules to invoices

When creating an invoice, your Price Rule will automatically apply as you add items.

If you need to change the pricing, you can override the rule by selecting the rate field and choosing from your active Price Rules.

This gives you flexibility while keeping your pricing setup organised.

Multiple Price Rules

If a customer or item qualifies for more than one Price Rule, QuickBooks Online will allow you to choose which rule to apply.

Simply select the rate field dropdown and choose the Price Rule you want to use. You can also manually enter a different rate if needed.

QuickBooks Online allows you to create as many Price Rules as needed, although fewer than 10,000 rules will provide the best performance.

Price Rules can also be used with different currencies, allowing you to apply discounts or pricing adjustments based on the currency selected.

Bundles cannot have their own Price Rule, but you can apply a Price Rule to the individual products or services included in the bundle. When the bundle is added to an invoice, the updated pricing will be reflected.

For recurring transactions, the price will remain the same as when the recurring transaction was originally created. If a Price Rule expires or the pricing changes later, existing recurring transactions will not update automatically.