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michelle-sptechm
Level 1

Can a price rule created on QB Online be deleted?

I created a price rule in error and want to delete it. I can't figure out how to remove a rule from a customer nor how to manage the price rules within the system.
5 Comments 5
JonpriL
Moderator

Can a price rule created on QB Online be deleted?

Hi @michelle-sptechm, I'll help delete the price rule.

 

In QuickBooks Online, you can mark price rules created as inactive to delete them from your lists. I'll show you how to accomplish this.

 

  1. Go to the Gear icon.
  2. Under LISTS, select All lists,
  3. Select Price Rules.
  4. On the list of rules created, find the rule in question.
  5. Below the ACTION column, select the Edit drop-down menu.
  6. Click Make inactive.

 

Use this article to read and learn more about price rules: How to Set and Manage Pricing Rules for Specific Products and Services?

 

I've included this reference that'll help you understand your customer's profile and its transaction history which breaks down how much money you have: How to Add, Edit, Delete, or Merge Customers in QuickBooks Online?

 

Let me know in the comments below using the Reply button if you've got questions other than working with pricing rules. I'll be here ready to lead a helping hand. Take care always!

acraig3
Level 1

Can a price rule created on QB Online be deleted?

So once made there isn't anyway to delete the rule, but only make it inactive?   I had an overzealous employee who made a lot of price rules.  Its very confusing and I need to delete some of them so they aren't showing up on the list.

Kevin_C
QuickBooks Team

Can a price rule created on QB Online be deleted?

Glad to see you in this thread, @acraig3. I'll share additional information about how the price rules feature works in QuickBooks Online (QBO).

 

Yes, you're correct that once a price rule is created the option to delete them isn't possible. You'll have to manually inactivate the unnecessary rules so they won't show up on your lists anymore.

 

You can follow these steps if you want to inactivate some of your price rules:

 

  1. Go to the Gear icon  and then click All Lists.
  2. Select Price Rules.
  3. Click the dropdown under the Action column.
  4. Tap Make inactive.

 

While the feature to delete a price rule permanently isn't available, I suggest submitting a feature request to our Product Development Team to help improve your experience. They can review your suggestions and might make some adjustments in the next update. Please click the following article for the detailed steps: How do I submit feedback?

 

Keep me posted if you still have questions or concerns about managing your price rules in QBO. I'll be here to lend a helping hand. Have a great day ahead!

HTFSOD
Level 1

Can a price rule created on QB Online be deleted?

I am having this same problem and the option to make the rule inactive does not exist.  There is no drop down menu.  Only the edit button.  How do I make my price rules inactive?

Adrian_A
Moderator

Can a price rule created on QB Online be deleted?

You may be experiencing some browser-related issues, HTFSOD.

 

I'm here to help you fix the issue you encountered so you can continue making a price rule inactive.

 

To begin with, let's deactivate a price rule through an incognito window. You may use these keyboard shortcuts to open one:

 

  • Google Chrome: Ctrl Shift N
  • Microsoft Edge & Mozilla Firefox: Ctrl Shift P
  • Safari: Control Option P

 

If you're able to deactivate the rule, you may go back to a regular browser and clear its cache. Piled cache can also be the reason for some unexpected issues on the opened pages. You can also use a different supported browser like Google Chrome, Mozilla Firefox, Microsoft Edge, or Safari.

 

Furthermore, I've added this article on how you can accept payments electronically: Take and process payments online.

 

You can always post in the forum whenever you have concerns about making a price rule inactive.

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