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Upgrade Your QuickBooks Online Pricing Workflow
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The Pricing Assistant helps small businesses sync prices, protect margins, and simplify quoting — without spreadsheets or manual updates.
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QuickBooks Online is powerful, but it wasn’t built for fast or flexible pricing control. If you're struggling to manage price updates, custom estimates, or margin visibility, The Pricing Assistant fills the gap.
Our desktop software connects directly to QuickBooks Online — giving you real-time cost and price sync with full visibility across your product and service lines.
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What You Can Do with The Pricing Assistant + QuickBooks Online:
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Sync costs from QuickBooks Online to automate and align your pricing
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Create custom quotes and estimates with accurate, up-to-date pricing
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Set markup, markdown, or margin rules and apply them in bulk
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Manage pricing by customer or vendor — without extra QuickBooks Online apps
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Catch pricing errors before they impact revenue
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See profit margins and pricing impact in one dashboard
Whether you're pricing parts, services, or bundled packages — in industries like construction, consulting, retail, or wholesale — The Pricing Assistant helps you move faster and stay profitable.
Steps to Connect to QuickBooks Online
Integrate:
1. Open The Pricing Assistant and login.
2. Click "Settings" bottom left and click ""Connect QuickBooks" to integrate.
Additional Steps:
1. Click "Export" button bottom right in the pricing tab when you are ready to export. There are three options to export data. One, "Export to Excel File." Two, "Export to QuickBooks Direct (sync)." Three, "Export to QuickBooks file (QuickBooks format)."
2.Import data from QuickBooks by going to "Import" and click add button.
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Why Use a Pricing Tool That Works with QuickBooks Online?
If you're using spreadsheets or updating prices manually, you're not alone. Many small businesses struggle with:
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Keeping prices aligned with rising costs
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Updating hundreds of products or services quickly
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Maintaining profit margins across multiple customer types
That’s where The Pricing Assistant helps. It’s a simple price management software with QuickBooks Online integration designed specifically for small businesses.
What Syncs Between QuickBooks and The Pricing Assistant?
Once connected, you can easily import key data from QuickBooks Online:
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Products and Services
Import your entire item list — including inventory products, non-inventory items, and services — directly into The Pricing Assistant.
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Unit Costs and Service Rates
Sync your latest cost data so you can apply accurate markups, discounts, or margin strategies.
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Upcoming Feature
Push updated prices back to QuickBooks Online.
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How the Integration Works
Step 1: Connect to QuickBooks Online.
Use our secure, built-in connection tool to authorize The Pricing Assistant with your QuickBooks Online account.
Step 2: Choose what to import.
Select whether you want to import products, services, or both — along with cost data.
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Step 3: Begin creating or managing prices in the pricing tab.
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Step 4: (optional) Export or sync new prices back to your QuickBooks Online account to save time and keep everything aligned.
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Who Is This For?
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Inventory-Based Small Businesses: Track and price products with accurate cost data.
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Service Providers: Adjust hourly or flat-rate pricing as your business grows.
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QuickBooks Online Users: Eliminate manual price updates and reduce errors.
Requirements
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Windows computer
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Active QuickBooks Online account
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Internet connection to sync data
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The Pricing Assistant desktop app
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Start Managing Your Prices the Smarter Way
Don’t let outdated pricing eat into your margins.
With The Pricing Assistant + QuickBooks Online integration, you’ll get:
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More accurate pricing
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Faster updates across your entire item list
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A pricing system that grows with your business
👉 Download The Pricing Assistant Now
👉 See Demo and instructional videos
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