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 Greetings00:48 Introducing the Guest: Yusef from Crafting Clouds02:02 Upcoming Events and Announcements03:05 Crafting Clouds: Background and Services08:18 Challenges in Transitioning from QuickBooks Desktop to Online10:16 Advanced Pricing in QuickBooks Desktop15:18 Limitations of QuickBooks Online Pricing Rules19:39 Method's Customization Options for Advanced Pricing22:26 Introduction to Advanced Pricing Customization23:14 Demonstrating the Advanced Pricing App23:39 Creating and Applying Price Rules26:55 Customization Flexibility and User Experience31:56 Getting Started with Method39:08 Customization Support and Resources40:53 Conclusion and Final Thoughts

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