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Upgrade Your QuickBooks Online Pricing Workflow

The Pricing Assistant helps QuickBooks Online businesses sync pricing, protect margins, and update hundreds or thousands of items — without spreadsheets or manual edits.

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QuickBooks Online is powerful for accounting and inventory management, but it wasn’t built for advanced pricing control, bulk item updates, or managing large product catalogs.

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If you manage supplier cost changes, large SKU counts, customer-specific pricing, or complex pricing workflows, The Pricing Assistant fills the gap.

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Our desktop software connects directly to QuickBooks Online, giving you secure synchronization across products and services with pricing visibility before changes hit your books.

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Standard Plan capabilities help businesses automate pricing updates and simplify pricing management.

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The Plus Plan expands pricing control for larger catalogs with advanced pricing workflows including tier pricing, volume discounts, promotional pricing, and advanced margin control management.

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What You Can Do with The Pricing Assistant + QuickBooks Online:

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• Sync item costs and pricing directly with QuickBooks Online
• Apply markup, markdown, and margin rules in bulk
• Update hundreds or thousands of SKUs in minutes
• Manage pricing by customer, category, or vendor
• Create more accurate quotes and estimates using current pricing
• Identify low-margin or negative-margin items quickly
• Catch pricing issues before they impact profitability

 

Advanced Plus Plan pricing capabilities include:

• Tier pricing management
• Volume discount workflows
• Promotional pricing management
• Customer-specific pricing tiers and discounts
• Advanced margin control management
• More scalable pricing workflows for larger catalogs

 

Whether you manage products, services, or bundled offerings — across retail, wholesale, ecommerce, manufacturing, construction, or service businesses — The Pricing Assistant gives QuickBooks Online users pricing control the platform was never designed to provide.

 

If QuickBooks Online runs your accounting, The Pricing Assistant helps protect pricing accuracy, margins, and operational efficiency.

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:

  • Keeping prices aligned with rising costs

  • Updating hundreds of products or services quickly

  • 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.

  • Unit Costs and Service Rates

 Sync your latest cost data so you can apply                                                           accurate markups, discounts, or margin                                                            strategies.

  • 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?

  • Inventory-Based Small Businesses: Track and price products with accurate cost data.

  • Service Providers: Adjust hourly or flat-rate pricing as your business grows.

  • QuickBooks Online Users: Eliminate manual price updates and reduce errors.

 
Requirements

  • Windows computer

  • Active QuickBooks Online account

  • Internet connection to sync data

  • 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:

  • More accurate pricing

  • Faster updates across your entire item list

  • A pricing system that grows with your business

 
👉 Download The Pricing Assistant Now
👉 See Demo and instructional videos

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