Do pricing rules work on billable time entered in time sheets?

andreahalliday · ‎April 27, 2022

I have different bookkeeping rates for long term clients. We enter our time in the basic time sheet in QBO. I've set up pricing rules, but when I create invoice from the time entry, the pricing rules don't apply. If I manually enter the service, the price rule applies to the price. Am I doing something wront?

Rea_M · ‎April 27, 2022

You're already on the right track in applying price rules in your invoices in QuickBooks Online (QBO), @andreahalliday. Let me share a few details about this.

I can see how the benefit of being able to do price rules on billable time entered in timesheets would aid you in running the business with QBO. However, the option to do so isn't currently available. You'll have to manually enter the service item to apply a price rule.

We take customer suggestions as opportunities to improve the various features of our products. Therefore, I would encourage you to send suggestions or product recommendations.

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

Go to the Gear icon.
Select Feedback.
Type in your recommendation in the Share your feedback field.
Click Next.
Follow the on-screen instructions to complete the process.

I've attached screenshots below that show the first four steps.

Also, to learn more about price rules and how you can customize your invoices in QBO, I'd recommend checking out these articles:

On top of that, I'd also recommend visiting this page to keep you updated with the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online.

I'm all ears if you have other concerns about managing invoices and price rules in QBO. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success, @andreahalliday.

jrsnbarn · ‎August 23, 2023

Is there any update to this functionality? Right now it's possible to bring time entries into an invoice, but then to use the price rule rate you have to manually select the rate amount in the rate column and use a pull down menu to select the price rule rate. Why have price rules if they have to be manually applied to each entry?

ChristineJoieR · ‎August 23, 2023

I recognize you want to know when will be the exact time for this feature to be available in the QuickBooks Online, @jrsnbarn. Please know there isn't a time frame when the price rule is to autofill the rate amount under the invoice section.

When creating an invoice, the price rule is automatically applied as you add items. However, if you wish to override the price rule for a specific item, you can manually select the rate and view all the active price rules. It allows you to choose a different rate or apply a separate price rule for that particular item.

We're unable to provide information on when our engineers review and work on requests at this time. Nonetheless, every QuickBooks user can send product suggestions at any time. There is no limit to how frequently you can provide feedback or insights to our developers.

Follow the steps below:

You can go to the Gear icon.
Under the Profile column, press the Feedback button.
Write your product suggestion, then click Next.

Our Product Development team receives comments through the QuickBooks Online Feature Requests website.

I'm also adding this article for more insight into the pricing rules of your products and services: Set price rules in QuickBooks Online.

If you have any specific feature requests or suggestions, feel free to share them with me, and I'll do my best to assist you.

fy 23179fgv · ‎March 27, 2024

April 2024 and this is still not working.

Time entries have to be adjusted manually for each and every employee's billable time in the invoice to change the hourly rate from the default to the one in the Time rule.

Extremely frustrating and time consuming

Ethel_A · ‎March 27, 2024

Hello there, @fy 23179fgv.

I am aware of the advantages for businesses like yours for the time entries to autofill with price rules. I want QuickBooks Online (QBO) to have this feature as much as you do.

But we still don't have an estimated time when will this feature be added to QuickBooks. However, I strongly urge you to share your thoughts with our software engineers. They carefully examine customer feedback, especially when determining how to improve QuickBooks.

Here's how:

Sign in to your QuickBooks Online account.
Go to the Gear icon and select Feedback.
Type in your suggestion and click Next.

You may also want to read articles that you can refer to in recording invoice payments in QBO: Record invoice payments in QuickBooks Online.

Let me know if you require further assistance about managing invoices in QuickBooks Online. I'm here to help anytime. Have a good one.

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Do pricing rules work on billable time entered in time sheets?