Price Rules/Estimates

You've reached the right support, JBSt3.

Let's get this sorted out. I can help you apply Price Rules on your Estimates so you can send out quotes to your customers.

Here's how to create Price Rules in QuickBooks Desktop:

1. Go to List.
2. Select Price Rule List.
3. Click the Price Rule button and click New.
4. Fill in the necessary information.You can add Customer Name and Item Name that you want to apply the rules for.
5. Click Ok to save changes.

You can check out this article to learn more about Price Rules in QuickBooks Desktop: Use Advanced Pricing.

Once done, you can now apply it to your estimates. Here's how:

1. Go to Customers.
2. Click Create Estimates.
3. Apply the items you use when you set up the price rules.
4. From the Cost table, click the Z icon.
5. An Applied Price Rules window will pop-up. Click OK to apply the rule.

And just in case you need help from a live support, feel free to get in touch with our Desktop Care Support Team. 

Here's how to get their contact information: 

1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
2. Choose your QuickBooks Product.
3. Select your QuickBooks Version.
4. On the Contact Us page, click a topic.
5. Click on the Get Phone Number button to see the support number.

That's it. Let me know if you have any other questions and I'll get back to you. 

Thanks for your response. The issue now is that I don't have the Z icon showing up on the estimate when I enter the item. Is there a setting that must be switched on somewhere to have this appear?

Hello there, @JBSt3.

I appreciate you coming back to us for additional support. Allow me to join this thread and clear this up for you.

The Z icon should show up once you turn on and add price rules. Next thing we need to check is your estimate format. Let's make sure that the Cost column is added:

1. On the Estimate window, click Formatting.
2. Click Customize Data Layout.
3. Go to the Columns tab.
4. Put check marks on cost's screen and print boxes.
5. Click OK.

Once done, add an item and go to the Cost column. Then, click the Z icon.

That should guide you in selecting a price rule on the Estimate window, JBSt3. For additional reference, please check this article: Use and customize form templates.

Please know that I'm still here to help you further if you have more questions. Just add a comment or mention my name. Wishing you all the best!

Our estimates do have the cost column, but we are not seeing the Z icon. I tried removing it and adding it back to my template and that did not solve the issue. Any other suggestions of what I might try to get the estimate to load pricing rules?

Thank you for joining the thread, Operations_Monkey.

Assuming that you've enabled your Price Rule, not having a Z icon means you're using Price Levels (not Price Rules) or the date of your transaction is not within the price rule you set. Therefore, we'll check these things to find out why you have the missing Z icon.

You'll know if your price rule is enabled when you see the Price Rule List in the Lists menu.

You can also check the date range of your Price Rules, and compare the date of the transaction in concern. If the date is not within your specified range, the rule won't apply to your transaction.

Please let us know what you'll find out, and we'll help you further. Have a good day!

JessT, Thanks for getting back to me so quickly. I was able to contact Quickbooks support and found out that, unfortunately, this only works in Quickbooks online, and we use Desktop. We are definitely using price rules and not price levels, and the dates for each one to start was 1/1/2020, so they are definitely active. They work in the invoices, but not the estimates.

If you know of a way to get this to work, I would greatly appreciate it, but it sounds like it may not be possible with Desktop.

Thanks again for your help!

Hello again, @Operations_Monkey. 

I appreciate you following up with the thread. At the time, the option is only available in QuickBooks Online (QBO). 

The ability to do this in Desktop is something that I can see being helpful to you and others. With that in mind, I've submitted feedback, which is sent to the Development team for consideration when adding new features. For information on functionality that's been added in the newest version, I recommend the following link: What’s new in QuickBooks Desktop 2020. 

Please let me know if I can be of further assistance. Take care. 

Bummer. Thanks for the quick reply, even if it's not what I wanted to hear.

If anyone knows any clever workaround, I'll take it, otherwise I guess we just have to wait for them to implement this in Desktop.

Thanks again for your help and for submitting feedback!

We would also like to see the different Vendor Pricing available in our Estimates.  We have customers that are contracted to use a certain supplier and would like the option to select the vendor pricing for the item.

I would prefer not to set up a price rule to avoid entering it twice since this item price by vendor has already been uploaded to the Vendor Items.

We use quickbooks enterprise 2020 desktop.

Hello there, V3Constructioninc.

The prices when creating a transaction including estimates is based on the sales price and not on the vendor price. You'll want to manually edit the amount as a workaround.

I've added this link to learn more about creating an estimate in QuickBooks Desktop.

Please leave a comment below if you need more help. Have a great day!

Hi all, we use QuickBooks Desktop (Enterprise Contractor 18.0) and we were running into this same issue where we have Price Rules turned on (because we need customers to have multiple rules applied for our different products) and we couldn't get Customer Estimates to populate with the pricing data either. Then I stumbled on some info from QuickBooks that says if the "Markup" column exists in your estimate or invoice templates, the price rule pricing won't populate. If you're OK with leaving the Markup column unchecked completely in your templates, then Price Rules DO work with QuickBooks Desktop Estimates :-)  Sorry if this was already said in this thread and I missed it.

Price rules seem to work fine on the sales orders but not on the estimate.  Not acceptable that this only works in QuickBooks online.  Intuit needs to fix this problem!

Thanks for clarifying your concern,LauraMac1.

We know that having this feature will save you time. Although, price rules will not apply to estimates or invoices from estimates with the markup column.

I'll reach out to our developers so they can check and review this feature. This way, they can gather data from customers like you on what area of the product they should focus on.

To provide feedback to make the program better, you can do it by going to the Help menu of your account.

1. Go to Help at the top menu bar.
2. Choose Send Feedback Online.
3. Select Product Suggestion.
4. Enter your product request/product suggestion.
5. Click Send Feedback tab.

I've added this link to learn more about creating an estimate in QuickBooks Desktop.

Thank you for reaching out to us here, and please let me know if there's anything else I can do to help. Have a great day!

Thanks for your reply, but this is a bug not a new feature request.

There is no good reason at ALL why price rules would WORK on a sales order but NOT on an estimate. 

I don't know when this "broke" or if it never existed correctly to begin with. But you charge extra in your subscription for "advanced pricing" that includes price rules that people use for a reason.

At the moment, NOT ONLY does this feature get ignored when you create an estimate, but there isn't even a way to modify the estimate FORM to display the customer TYPE!!  So users can't even MANUALLY apply the price rules.

Just not acceptable :(

Laura

I understand what you're feeling now, Laura. 

To sign up for a service and have it not work the way you think it should be. Please note that our goal here is to help save time and keep things simple when doing a task in QuickBooks. However, there are certain limitations for each product offered by QuickBooks.

I've added this article to learn additional details about price rules in QBDT: Use Advanced Pricing.

Let me know if there's anything you need help with by leaving a comment below. I'm more than happy to help.  

Thank you!  This was the simple fix I needed - I can now do my estimates as planned.  

I use QB Online and while I could create the set customer pricing, I have no Z icon nor can I find a way to get their pricing on the estimate. I'm very confused b/c the step by step pics look nothing like my QB Online but everyone else said it's only available in QB Online. 

I have searched every article I can find but clearly am not asking the right questiosn.

Thank you for joining in on the thread, mrm320. I'm happy to shed on this.

They talk about applying price rules to estimates, which can only be done in QuickBooks Online. In QuickBooks Desktop, it doesn't apply to estimates or invoices created from estimates with a markup column.

In QuickBooks Online, the price rules work on estimates, but not on billable items (expenses) with markup. Here's an article for your additional reference: Set price rules in QuickBooks Online.

If you want to do some experiments with the said feature, I suggest using the QBO test drive. Anything you put there will be removed once you log out and close the QuickBooks page.

Let me know if you have any other concerns about price rules. I'll be more than happy to assist you again.