How To Add Price Lists On QuickBooks Desktop

inSitu Sales allows admins to import price levels from QuickBooks Desktop for use by sales reps on the mobile app. Learn how to get started creating price lists on QB Desktop, that can conveniently be implemented right away for your customers. 

 

To Create Price Lists Without The Integration Please Read This Tutorial Instead: How To Create And Assign Price Lists To Customers 

Step 1: Enable Price Levels (if not already active)

1. Open QuickBooks Desktop.

2. Go to Edit > Preferences.

3. Select Sales & Customers from the left panel.

4. Click the Company Preferences tab.

5. Make sure Price Levels is enabled (depending on your QuickBooks version, this may already be active).

Step 2: Create a Price Level

1. Go to the Lists menu.

2. Click Price Level List.

3. In the Price Level List window, click Price Level > New.

4. Enter a name for the price level (for example: "Wholesale Customers" or "VIP Pricing").

5. Choose a price adjustment method:

   • Fixed Percentage Increase or Decrease (e.g., 10% off retail price)

   • Per Item Custom Pricing (manually adjust each item’s price)

6. Set the appropriate percentage or prices.

7. Click OK to save.

Step 3: Assign a Price Level to a Customer

1. Open the Customer Center (Customers > Customer Center).

2. Find and double-click the customer you want to edit.

3. In the customer's profile window, go to the Additional Info tab.

4. Locate the Price Level drop-down menu.

5. Select the price level you created.

6. Click OK to save. 

The Benefits Of Price Lists

• Reduce manual errors on invoices.

• Automate discounts and promotions for specific customer groups.

• Save time during sales order creation.

• Provide personalized pricing for your top accounts.