quickbooks price levels

[SimonCX]

Does anyone know how I can make one customer with a couple price levels? Most customers have fixed prices on snow, fert and grass cutting but the prices are different for the services and it seems like I can only set a price level on one item at a time. I'd like to set one customer with the 3 services and price levels so I don't have to enter it every time.

[tamadrummer]

If you figure it out. Let me know. I spend more time doing billing than just about any other process.

[Daily Lawn/Landscape]

You can go back to a previous invoice or start a new one. After that go to edit menu and click on memorize invoice. If you put in the date of the service, leave that blank on the original. When you go to invoice the next month go to the list button, drop down and click on the memorized list. Click on that customers name, add the date if needed, delete a line or add a line if need be.
Hope this helps.

James

[93Chevy]

I HATE quickbooks. I'd rather do pencil and paper. So much less confusion.

It's not like I have any time to figure it out either.

[Daily Lawn/Landscape]

I HATE quickbooks. I'd rather do pencil and paper. So much less confusion.

It's not like I have any time to figure it out either.

I would love to see your P/L every week! I do hope you keep that current and view it at least once a week.
That program is more valuable than most treat it!

James

[lawnjocky]

This is how I do it. Your prices are set in the Item List and I set up each customer with an Item Number. So if customer Joe Smith has two service item's I will do this;
In the customer list he will be "Smith,Joe0068"
In the "Item" list he will be
"0068mSmith,Joe" The "m" stands for their mowing price
and
"0068sSmith,Joe" The "s" stands for their snow plowing price
The 0068 is their account number everything after that number is either descriptive or an identifier.
You don't need their name in the item list, I just find it easier to read.

For customers with multiple price amounts for a bunch of stuff I use "SubItem" in the item list.
The main item is "0068Smith,Joe"
Then each service or price is a "SubItem" of "0068Smith,Joe"
Each sub account can then say whatever you need and the price will be there. By making them sub accounts they will stay grouped with "0068" which is what you're using to bill the customer.

I use this system for regularly occurring charges. Other services are set up as their own Item priced by pound, size, hour, base charge, etc..

Two things to keep in mind.
1. The fields only hold so many letters so plan ahead.
2. Allow for growth. If you only have 5 customers then make that fist one 0001 and the last one 0005 otherwise you may end up renumbering or using decimals.

I hope that was all clearer than mud. If not, post a reply or PM me and I will try to explain better.