Thank you for sharing your insights on price rules and projects with the Community, Laurie. To enhance your experience, I’ll guide you on how to submit your feedback.
When customers have special item/service price rules, their associated projects could also be impacted. However, our current system doesn't automatically link customer projects with these price rules. We understand the importance of a seamless, intuitive user experience and are continually exploring ways to enhance it.
This feature would streamline the automation of transactions, like estimates for customer projects. To address your specific needs, you could suggest adding an option to automatically apply price rules to projects directly within the customer or project profile. Please remember, your suggestions for enhancements that benefit your business and potentially others are always welcome.
Here's how to raise feature feedback:
- Go to Settings on the upper right.
- Select Feedback on the Profile.
- Enter your experience and add your suggestion.
- Hit Next to submit.
Once submitted, our engineers will review your feedback, and it may be considered for future updates, particularly if it garners more user interest.
For detailed guides on project navigation and price rules, please refer to the following articles:
If you integrate projects with our payroll service, refer to this article for concise insights on managing payroll expenses and hourly cost estimates: Track hourly labor costs and profitability by project in QuickBooks Online.
Feel free to comment with your thoughts or any other questions about QuickBooks’ price rules and projects. We’re here 24/7 to assist you. Stay safe and well.
