Price rule not working

Hello there, @Roxy7778. When it is your first time creating an invoice with a product affected by a price rule, you need to initially select the rate with the applied price rule. You can do this by clicking the Rate dropdown and selecting the rule you want to use. The next invoices you create will automatically set that rate as the default for the customer and item.

Also, if a customer/item combination qualifies for more than one price rule (indicated by a blue icon), the default sales rate for that item will be displayed. In this case, if the other price rule is unused, you can make it inactive if you want the correct rate to auto-populate your invoices.

Here’s how:

1. In the Gear icon, choose All lists, then Price Rules.
2. Locate the rule name of the unused price rule and click on the three vertical dots.
3. Select Make Inactive.
4. Confirm by hitting Yes.

If you have further concerns or questions about QuickBooks Online (QBO), just leave a reply below.

Hi, Roxy.

I just wanted to follow up to check if the resolution we provided helped resolve your issue. Please let us know if everything is now working as expected or if you’re still experiencing any problems.

We'll be glad to assist further if needed.

Where is the "Price Rule?"

Hi Roxy! May I ask if you've tried the steps my colleague mentioned above? Also, please double-check that the price rule is set up correctly for those specific products and services.

Please know that the rule should appear automatically as soon as you select the item. If everything looks right but it’s still not working, try refreshing your browser to clear any temporary data. Then, log out and back into QuickBooks to reset the connection.

If the issue persists, try opening QuickBooks Online in an incognito or private window to determine if the browser cache is causing the problem. You could also consider using a different supported browser to ensure everything works smoothly.

Please don’t hesitate to leave a comment below if you still need further assistance.

I follow the instructions that I copy and paste it in the original post. If you read his response, if you read his response about applying the rule, I respond to that but I can't find where he is talking about. Also, I tried incognito a different browser and clearing cache and cookies. Still not showing up.

Hi there, @Roxy7778. Thank you for the update. I understand how crucial it is for your business to resolve these pricing rules. Please get in touch with our phone support team for assistance in identifying the issue and navigating the setup process.

Here's how to contact them:

1. Click on the Help icon, then select the Assistance tab.
2. In the provided box, briefly describe your issue or type Contact Support.
3. Choose either Chat or Callback to receive help.

To ensure timely assistance, please check our support hours.

I’ll keep an eye on this thread if you have additional questions or concerns.