Customer Type not function with Price Rules

Thanks for getting in touch with the Community, JKraft100. I appreciate your detailed information.

Since price rules aren't functioning like they should, I'd recommend checking your browser. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. You can open a private window and check to see if price rules work properly.

Here's how to access incognito mode in some of the most commonly used web browsers:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Option + P

If price rules are working correctly while browsing privately, it's safe to say this problem's being caused by your browser. It can be fixed by clearing cached data and Intuit-specific cookies.

In the event rules continue not working properly while browsing in incognito mode, you'll initially want to try switching to another browsing application.

Here's a list of supported browsers:

• Google Chrome - version 78 or newer
• Mozilla Firefox - version 76 or newer
• Microsoft Edge - version 75 or newer
• Opera - version 68 or newer
• Samsung - version 10 or newer
• Safari - version 12 or newer

You can also check a browser's compatibility with QuickBooks by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an unsupported version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

In the event you've found no problems that could be causing this with your browser, you'll want to check the operating system and internet speed you're working with.

Here's our recommended operating systems and internet speeds:

• Windows PC - Windows 10, Intel Core i3 or a comparable processor (2013 or newer) with at least 2 GB of RAM, or Windows 10, Intel Core i5 or comparable processor with at least 4 GB of RAM.
• Mac - OS X El Capitan 10.11, OS X High Sierra 10.13, or newer.
• Linux - QuickBooks works with Linux, but you'll want to make sure you're using a supported browser and our recommended internet speeds.
• Internet connection - 1.5 Mbps to 3 Mbps or higher.

If you meet each of our system requirements, but are still encountering pages that aren't loading properly, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and internet connections, you'll want to get in touch with our Customer Care team and reference INV-110267. They'll be able to pull up the account in a secure environment, conduct further research, and create an investigation ticket if necessary.

They can be reached while you're signed in.

Here's how:

1. Use the Help (?) icon.
   
   
    
2. Click Contact Us.
   
   
    
3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
   
   
    
4. Select Start messaging or Get a call.
   
   

Be sure to review their support hours so you'll know when agents are available.

If there's any questions, I'm just a post away. Have a great Tuesday!

Hi ZackE,

I have tried:

- clearing cache and cookies

- different browsers (FireFox ver129.0.1, Chrome ver 127.0.6533.120 and Latest EDGE)

- Incognito (all listed browsers)

- internet speed or computer ability - doesn't apply to this issue

- two other users (different computers) are running into the same issue.

- spent 5 hours with QBO support already and was blown off after two separate help tickets.

What else do you have for me?

I appreciate the time and effort you exerted to help fix this issue, JK. Let's ensure you'll get the best support available and keep you back to business seamlessly.

As you performed several troubleshooting steps to help identify the root cause of the problem and the issue persists, it would be best to contact our Technical Support Team again. If you’re not already on the list of affected users, being added will ensure you receive timely updates and can participate in the investigation. Reconnecting with support and sharing your previous interactions will help us resolve the problem more effectively. To expedite the transaction, provide this investigation number INV-110267.

Here's how:

1. Go to the (?) Help icon.
2. Select Talk to a Human.
3. Enter a short description of your concern.
4. Click on I still need a human.
5. Tap Contact Us to connect with our live support.
6. Choose to Get a callback.

For more detailed information about price rules, check this link: Set price rules in QBO.

Additionally, you can visit this article to help personalize and add specific information to your sales forms: Customize invoices, estimates, and sales receipts.

We appreciate your patience and persistence as we resolve this issue promptly. Please let us know if you need further assistance applying price rules to your invoices.

Called talked with support (spent 1.5 hrs on phone).  Showed a very nice support person Roy the issue.  he contacted "upper support" and found a INV ticket for this similar issue and his upper support told him that the engineers know about the issue but there is no ETA on resolution to the issue.

So in total I have spent 6 hours roughly on the phone to describe an issue that QBO engineers "already know about" and for all purposes do not appear to have a timeline to fix it or prevent the issue when and if they choose to roll out price rules in the new invoice layout.

So I interpret that as, I see you have a problem, we know about the problem but we are not going to fix the issue nor make any promises that we will do anything different.  The work around is, go into the price rule, in the second box on the top called "customer", select the option "Select individually".  Then go below and manually add customers that you want the price rule to operate with.

I have over 1800 customers, so to implement the "work around" (language also indicating a known bug), will take me countless hours to make sure there is no issue in implementing said work around.

VERY FRUSTRATING QBO.

Same issues here and they've supposedly known about this since before April of this year when they gave us a preview of the new layout. Can't even revert back to it now to get the rules to work. Just spent 2 hours working on this to find out it's still not fixed. This is infuriating! I've accidentally sent the wrong pricing to numerous customers now and have to resend invoices and look like a fool. For how much I pay for this software for all my businesses I could've hired a developer to fix it for them. A

I hear your concerns about the issues you've been experiencing with the price rules feature, and I understand the impact this has had on your business, @JesseTron. I'll make it up to you by ensuring you receive the best assistance available to resolve this promptly.

Currently, we are actively investigating the problems with the price rules feature. Rest assured that our engineering team is aware of the situation and is working diligently to resolve it as quickly as possible.

For the latest updates on the issue, I recommend reaching out to our customer care team. By providing them with this investigation number (INV-112693), they can add you to the list of affected users and keep you informed via email about resolution progress. Here’s how:

1. Log into your QBO account.
2. Click the ? Help button at the top right corner.
3. Go to the Search tab and enter your concern in the search field. 
4. Select Contact Us and choose a way to connect with us.

Please take note of our business hours to ensure we can address your needs promptly.

Additionally, you can check out this article for helpful insights on the products and services you buy and sell: Use reports to see your sales and inventory status.

I appreciate your patience while we work to fix the price rules issues with your QBO account. I'm always around to assist if you have follow-up questions about this or any other QuickBooks-related concerns.