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userbeckypettegrew-5
Level 1

Are price rules going to work in QuickBooks Plus using the new invoice layout ?

 
5 Comments 5
JanbonN
QuickBooks Team

Are price rules going to work in QuickBooks Plus using the new invoice layout ?

Hello there, Becky. 

 

The new invoice layout currently doesn't support price rules. To add this feature to the program, I recommend sending direct feedback to our product engineers for them to evaluate and add this feature in future updates.

 

To submit your request:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Tap Next to submit.

 

In the meantime, I suggest utilizing the old layout in managing your price rules.

 

Additionally, you can check this article with the steps on personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have other concerns with your price rules in QuickBooks. I'm always here to assist you.

userbeckypettegrew-5
Level 1

Are price rules going to work in QuickBooks Plus using the new invoice layout ?

I will continue utilizing the old layout for now, however it is my understanding that the old layout will not be accessible after May 6th. Is there an option to extend that date until price rules are added to the new layout ?

Kevin_C
QuickBooks Team

Are price rules going to work in QuickBooks Plus using the new invoice layout ?

Thanks for getting back into this thread, Becky. I'm here to address your concern regarding the new invoice layouts in QuickBooks Online (QBO).

 

At this time, our product developers haven't provided an update for a specific date of when you'll be unable to switch back to the old invoice layout. That said, you can keep utilizing it until price rules become available for the new invoice experience.

 

If you need to make modifications or want to personalize your invoices and other sales forms, follow the instructions in this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm always here to help if you have further questions about managing your sales transactions. Feel free to add a comment below. Have a great day!

jgwoelfel
Level 1

Are price rules going to work in QuickBooks Plus using the new invoice layout ?

What a non-answer! It's obvious Quickbooks doesn't care about the negative impact this causes its customers. You just gloss over it and too bad for us. You didn't warn your customers before you did this so we could find another platform. The loss of this feature has a severe negative impact on businesses that rely on it.

 

SIAB
Level 2

Are price rules going to work in QuickBooks Plus using the new invoice layout ?

You may consider having a CRM app with the price rule feature to integrate with QBO as a workaround. Otherwise, convert your data to QB Desktop and use the trial version to access your historical data for good. Then you will start from scratch in a new accounting app.

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