Question

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

Forum|Forum|4 years ago
April 27, 2022
5 replies
30 views

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?

QuickBooks Online

R

Rea_M

Level 10

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.

J

jrsnbarn

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?

E

Ethel_A

QuickBooks Team

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

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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