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Buy now & saveI use the Customer Type field to group customer accounts that should have contracted pricing applied to invoices. It is much easier to manage this by simply adding a customer to the appropriate Customer Type as opposed to manually adding them to all appropriate price rules (which would be error prone and time consuming). When I setup a price rule, I specify in the Customer field at the top which customer type the price rule pertains to, and the customer list below automatically populates. Now, when I create an invoice for one of the listed customers, the unit price drop down will show the price rules that can be applied. This used to work, but not anymore. Even after re-creating the price rule, I do not see the price rule on the invoice screen when adjusting the unit price for an item. One workaround is that instead of specifying the set of customers that the rule applies to by customer type, selecting them individually instead ends up working and the price rule now shows up on the screen. This defeats the purpose of Customer Types, and I wanted to bring this to the QBO engineering team so that this software defect could be fixed.
Also, in previous chats with support, I was instructed to recreate my old price rules that no longer work as the price rules functionality has changed as this feature is a beta feature. That's fine and all, and what I do is take my old price rules that no longer work and rename them with "DELETE" as a prefix in the title and then I deactivate it. I now have a lengthy list of price rules that all start with DELETE and I have no way of actually deleting them.
I acknowledge that being able to see the price rule by Customer Type directly from the Invoice page is essential on your end, mdt123.
Please know that when a function is on a Beta status, it is available to selected customers on a limited basis or access. Given that, I'll help you submit your feature suggestions to our engineering team.
Here's how:
Your valuable insights and requests will be received and reviewed by our development team. You can also check the status of your sent feedback through our Customer Feedback for QuickBooks Online website.
On the other hand, unused price rules can only be made inactive but can't be deleted from your list.
I'm also attaching this article that provides tips on managing your sales form's appearance and available details: Customize invoices, estimates, and sales receipts in QuickBooks Online.
If you have more questions about managing your price rules on your Invoice page, tick the Reply button. We're all hands in helping every user accordingly.
Thank you for your response. However, requesting that I submit a feature request for a feature that already exists but does not work is not an appropriate resolution. The functionality to specify a Customer Type within Price Rules is already present—I can select a Customer Type in the Price Rule setup, and the customer list auto-populates accordingly. The issue is that this feature does not function as expected when creating an invoice. I am bringing this to your attention as a software defect, not as a new feature request.
Additionally, I already mentioned in my original post that Price Rules cannot be deleted, only deactivated. Restating that information without offering any new insights is not helpful.
Your response is frustrating because it follows a pattern of "non-responses" frequently seen in customer feedback threads—acknowledging the issue but not addressing it in a meaningful way. A more constructive and appreciated response would have been something like this:
Example of a helpful response:
Thank you for bringing this to our attention. We understand the challenges you're facing with the Price Rules feature and have noted the following key concerns:
1. Creating a Price Rule by specifying a Customer Type does not work as intended.
2. There is no way to keep Price Rules organized since they cannot be deleted or hidden.
We have reported this feedback to our engineering team.
We recognize that QuickBooks is a critical part of your business operations, and while Price Rules are still in Beta, we are actively working on improvements. Based on current timelines, updates to the Price Rules functionality are expected within [insert estimated timeframe], though this is subject to change. We will provide updates upon request in this thread.
The above response would have been far more useful because it:
1. Acknowledges that intended functionality is not working as expected rather than dismissing it as a feature request.
2. Provides reassurance that the issue has been reported to the engineering team rather than placing the burden back on the user.
3. Sets expectations by sharing any available information about future updates so that businesses can plan accordingly.
I strongly urge you to escalate this feedback to your supervisor. QuickBooks Online has strong competition, and the landscape is only becoming more competitive. Providing vague or dismissive responses to customer-reported defects, without setting any expectations, leaves users frustrated and at high risk of switching to alternative platforms. A more proactive and transparent approach would foster stronger customer trust and retention.
I look forward to a meaningful update regarding this matter.
Excellent reply to a useless response from support. This is a serious problem for a lot of people. How can this still be an issue? Having to manually change pricing on every other invoice is getting seriously old. This should be a top priority as this is used by MANY people. How hard can it be? If customer = distributor use this rule. If customer = wholesale use this rule. Come on guys! This has been in beta for almost a year now and its a feature we already had. Please put some effort into this one.
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