Join Bonnie Biafore for an in-depth discussion in this video Rounding prices for a price level, part of QuickBooks Desktop: Tips and Tricks.
- Price levels make it easy to apply a discount to items…or even to everything a particular customer purchases.…But a discount like 15% could produce…a price with fractions of pennies.…You can set up rounding on price levels…so the resulting prices hit the price points you want.…Head to the menu bar, click Lists,…and then choose Price Level List.…That opens up the Price Level List window,…which in this case has no price levels.…
No problem, we're gonna create one.…To create a new price level, press Control N,…and that opens up the New Price Level window.…We're gonna call this first price "Loyalty 15%."…That way it represents your loyal customers,…and you're gonna give them a 15% discount.…Now, notice the Price Level Type.…Right now, it's showing per item,…and if I click the down arrow, there are two options.…
Fixed % and Per Item.…You'll only see this if you're using…QuickBooks Premier or Enterprise.…If you're using QuickBooks Pro,…the only one you can select is Fixed %,…and that's the one we're gonna use.…Now this price level is going to…
Author
Bonnie Biafore
Updated
1/8/2018Released
4/15/2015- Adding, hiding, and sorting list entries
- Changing fields in record windows
- Finding info quickly
- Numbering transactions
- Adding logos to checks
- Applying discounts and credits to bills
- Invoicing cost overruns or fixed-price jobs
- Receiving payments
- Using journal entries
- Saving time on common tasks
Skill Level Appropriate for all
Duration
Views
Q: This course was updated on 12/08/2017. What changed?
A: The following topics were updated: using Find and Search, restarting transaction numbering, sorting bills, and tracking most recent year’s earnings and earlier retained earnings separately.
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Introduction
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Welcome1m 6s
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Using the exercise files2m 58s
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1. Working with QuickBooks Lists
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2. Displaying Information
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Making reminders easy to see3m 41s
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3. Quickly Finding Information
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Using Find and Search5m 18s
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4. Numbering Transactions
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5. Working with Expense Transactions
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Sorting bills4m 7s
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6. Invoicing
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Tracking nonbillable time5m 47s
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Handling fixed-price jobs8m 10s
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7. Receiving Payments
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8. Working with Journal Entries
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9. Working with Dates
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10. Other Time-Saving Tricks
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Conclusion
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Next steps38s
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Video: Rounding prices for a price level