Price Levels and Price rules are an important part of customer relations. Some of the desktop options might not transfer over, or not exist at all. Rachel and Dan will discuss the pricing options in QuickBooks and we wil be joined by Yousif Hakim, a Method customization specialist, to chat about ways to augment custom pricing with Method CRM.

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00:00 Introduction and Greetings
00:48 Introducing the Guest: Yusef from Crafting Clouds
02:02 Upcoming Events and Announcements
03:05 Crafting Clouds: Background and Services
08:18 Challenges in Transitioning from QuickBooks Desktop to Online
10:16 Advanced Pricing in QuickBooks Desktop
15:18 Limitations of QuickBooks Online Pricing Rules
19:39 Method's Customization Options for Advanced Pricing
22:26 Introduction to Advanced Pricing Customization
23:14 Demonstrating the Advanced Pricing App
23:39 Creating and Applying Price Rules
26:55 Customization Flexibility and User Experience
31:56 Getting Started with Method
39:08 Customization Support and Resources
40:53 Conclusion and Final Thoughts