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March 7, 2026
Question

Price rule not working

  • March 7, 2026
  • 6 replies
  • 63 views

I set up a 10% military discount underpriced rules for specific patient for all inventory and services. However, when I create an invoice, it does not auto populate. I followed all the instructions from QBO, from here. https://quickbooks.intuit.com/learn-support/en-us/help-article/mobile-apps/set-price-rules-quickbooks-online/L5jI9VwXt_US_en_US?uid=mmgez1ne

6 replies

QuickBooks Team
March 7, 2026

Hello there, @Roxy7778. When it is your first time creating an invoice with a product affected by a price rule, you need to initially select the rate with the applied price rule. You can do this by clicking the Rate dropdown and selecting the rule you want to use. The next invoices you create will automatically set that rate as the default for the customer and item.

 

Also, if a customer/item combination qualifies for more than one price rule (indicated by a blue icon), the default sales rate for that item will be displayed. In this case, if the other price rule is unused, you can make it inactive if you want the correct rate to auto-populate your invoices.

 

Here’s how:

 

  1. In the Gear icon, choose All lists, then Price Rules.
  2. Locate the rule name of the unused price rule and click on the three vertical dots.
  3. Select Make Inactive.
  4. Confirm by hitting Yes.

 

If you have further concerns or questions about QuickBooks Online (QBO), just leave a reply below.

QuickBooks Team
March 8, 2026

Hi, Roxy.

 

I just wanted to follow up to check if the resolution we provided helped resolve your issue. Please let us know if everything is now working as expected or if you’re still experiencing any problems.

 

We'll be glad to assist further if needed.

Roxy7778Author
March 8, 2026

Where is the "Price Rule?"