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CDuncan1960
Level 1

When will price rules be available again

Price rules went away with the new invoice format (which we hate). When will they be available again?

4 Comments 4
ShyMae
QuickBooks Team

When will price rules be available again

I see how important this feature is for your business needs, CDuncan. I recognize that the new update has significantly changed how you manage your sales transactions.

 

We don't have a specific timeframe for when this functionality will be available in the new invoice format. In the meantime, you can manually calculate the discount, create a service item for the markup, and then add it to your invoice.

 

To set up a service item:

 

  1. Head to the Sales menu and hover over the Products & services tab. 
  2. Click New, then choose Service. Type in your preferred discount name. 
  3. From the Sales price/rate section, enter the discount price or rate (Ex. -0.10 for 1%) 
  4. Pick Edit sales tax, then set the service item to Non-Taxable.
  5. Hit Done, then Save and Close.

 

Sample.PNG


Once done, add the discount item each time you select a product on the invoice page. Please see the attached screenshot for visual reference. 

 

Sample.PNG


For more information on the latest update and experience, check out this article: What's new with estimates and invoices in QuickBooks Online.

 

Moreover, once your customer has remitted payment for the invoice you have issued, it's essential to record the transaction to maintain accurate accounting records and ensure the proper balance of your accounts. 

 

Sales transactions are essential in a business, and I want to ensure you have a reliable workaround to guarantee you can work on them promptly. I'm always available and ready to help you in any way I can.

BigRedConsulting
Community Champion

When will price rules be available again

@ShyMae  RE: I understand how important this feature is for your business needs, CDuncan.

 

And yet, you took it away when you didn't have to. So, basically what you're saying is, "Intuit understands how important price rules are (obviously, because we added them to QuickBooks) and even so we just took them away because we felt like it. Have a nice day!"

CDuncan1960
Level 1

When will price rules be available again

This is no help, which we are getting used to. I will repeat since it doesn't seem to be said enough. I have used price rules going back to 2007 when I openned my business. What you recommend shows a lack of knowledge and sensitivity to the situation. We are suffering, it is costing me and  others money for the increased labor required to deal with it.

 

Just an FYI, I am working with my accounting firm to find an alternative accounting system. Once we settle on one, I will spend the money to move. Money Intuit will not get. Pass that onto your marketing people.

 

All you needed to do was bring back the "old" template until you solve the price rules and other issues. 

SIAB
Level 6

When will price rules be available again

@CDuncan1960 

I am working with my accounting firm to find an alternative accounting system. Once we settle on one, I will spend the money to move.

 

They wouldn't care about this kind of threat until the active subscribers numbers are declining. Convert your data to QB Desktop and you can use the trial version to access your historical data for good. Then you can start from scratch in a new app to lower your conversion costs.

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