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jennifer103
March 12, 2021
Question

Price rules are not coming up on invoice or estimates

  • March 12, 2021
  • 30 replies
  • 85 views
My price rules for wholesale customer's use to work but now it doesn't

30 replies

Archie_B
Level 6
March 12, 2021

Hi, jennifer103!

It is nice to know you're using the QuickBooks features.

You can set up and apply pricing rules if you're using QuickBooks Online in a web browser. 

 

Here's how:

 

  1. Go to Settings ⚙ and select Account and Settings.
  2. Select the Sales tab.
  3. In the Products and services section, if the Turn on price rules Beta is switched off.
  4. You can click Edit ✏️ icon, and select Turn on price rules Beta.
  5. Click Save and then Done.

 

If you're using QuickBooks Online mobile app, the pricing rules won't apply. You can also check this article on how to clear cache and cookies. This will help the web pages to load data properly and fix minor issues.

I'll be here if you have further questions about price rules. Have a nice weekend!

jennifer103Author
March 18, 2021

Price rules are turned on and I tried clearing cache and cookies. The price rules still will not apply to invoices and estimates. This use to work but not it does not work.

JenoP
JenoPQuickBooks Team
QuickBooks Team
March 18, 2021

Thanks for getting back to us and for sharing updates, jennifer103. 

 

We'd want to take a closer look at the price rules to check why it's no longer applying when creating invoices and estimates. In this case, I would recommend reaching out to our chat or phone support teams. They'll be able to ask for more details to help you sort it out.  Here's how: 

 

  1. Click Help in the upper right-hand corner of QBO.
  2. Look for Talk to a human and click on it. 
  3. Type in "support" or "contact support" again and press Enter.
  4. Click I still need a human.
  5. Select Get help from a human.
  6. Choose between Chat with us or Have us call you. 

 

They're open from Monday to Friday, in between 6 AM to 6 PM Pacific Time. They're also open every Saturday, from 6 AM to 3 PM PT. Here's an article for more details: QuickBooks Online Support.

 

Let me know if you need anything else. We're always here to help. 

 

CHesseCheese
January 23, 2023

I am having the same exact issue, and have tried to trouble shoot it with a member of the support team, who was not able to fix the issue. I am really starting to resent QuickBooks because this isn't the first time a feature I rely on stopped working randomly, and it's a pretty expensive platform for a small business! 

Abegreen
January 29, 2023

Any fix to this? Same issue

ketanmv
January 30, 2023

It's completely ridiculous that this does not work. After many discussions over live chat, we discovered that price rules DO NOT WORK AT ALL using the new invoice style. I got them to work on the old style. But now, I can't revert back to the old style invoicing anywhere so they don't work anymore. When will price rules work using the new invoice style? In effect, this feature is now completely useless and broken. Please stop sending all of us form answers; this feature simply does not work. 

    JaeAnnC
    JaeAnnC
    Level 6
    January 30, 2023

    We've heard your sentiments, @ketanmv. We appreciate your interest in adding price rules to the new invoice experience. Don't worry, I'm here to point you in the right direction so we can request this feature in QuickBooks Online (QBO).

     

    I understand the urgency of having this feature, so we can control the price of your products and service using the new invoice style. Currently, this option is unavailable in QBO. In the meantime, we can forward our suggestions to our Product Development Team. They have the ability to review the feedback you've shared with us and might consider adding this option to our future QBO updates. 

     

    To do that:

     

    1. Go to the Gear icon.
    2. Under Profile, select Feedback.
    3. Provide a description of your suggestion and click Next.

     

    Moreover, we can customize the layout of your sales forms to enhance your business communications. This way, we can decide which information to include and make our sales forms look professional. 

     

    Please don't hesitate to return to this thread if you have other questions in mind about price rules. We'd be more than glad to assist you. Take care.

    CCI4ASL
    May 17, 2023

    Price Rules DO NOT Work. 

    QBO has raised their prices to almost $1,000 a year and the features they tout to have are non-existent. 

    The theoretical remedies are not invalid and the employees replying to this thread aren't helping resolve any of these issues. An excel form has more functionality that QB.

    Very disappointed.

    Katydid
    March 18, 2024

    Did anyone find the answer to this? My price rules just quit working. I spoke with their representative and they assured me they were on it. Now when I asked the AI chat, they say Price Rules doesn't work under an "essentials" account and I have to upgrade. Worked just fine for two years, and then just stopped working a couple days ago. 

    JamesM4
    Level 6
    March 18, 2024

    Hello Katydid. Thanks for messaging us here. Price rules are available on QuickBooks Online Plus. Feel free to learn more about Price rules using this link here. I'll be here in case you have other questions. 

    tooyo
    May 24, 2024

    Dear QB team

     

     

    the price rule stopped working on the new invoice style after QB changed it on 5/6, but work on the old style

     

    price rule is critical to our business, can you please develop the function to allow it to work on the new invoice style

    or alternatively give us an option to revert back to the old invoice style, so we can still use the price rule while you develop proper function to allow price rule to work on new invoice style 

     

     

    tooyo
    May 24, 2024

    Dear QB team

     

     

    the price rule stopped working on the new invoice style after QB changed it on 5/6, but work on the old style

     

    price rule is critical to our business, can you please develop the function to allow it to work on the new invoice style

    or alternatively give us an option to revert back to the old invoice style, so we can still use the price rule while you develop proper function to allow price rule to work on new invoice style 

    Redverse
    August 1, 2024

    So I had every single issue that everyone explained above and still do "IF"...i go to invoices and try to get price rules to work. They just dont!

    BUT, if I go to "+ New" button and try it...it works for me no problem here and only here. Hope others get the same success.

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