It is nice to know you're using the QuickBooks features.
You can set up and apply pricing rules if you're using QuickBooks Online in a web browser.
If you're using QuickBooks Online mobile app, the pricing rules won't apply. You can also check this article on how to clear cache and cookies. This will help the web pages to load data properly and fix minor issues.
I'll be here if you have further questions about price rules. Have a nice weekend!
Thanks for getting back to us and for sharing updates, jennifer103.
We'd want to take a closer look at the price rules to check why it's no longer applying when creating invoices and estimates. In this case, I would recommend reaching out to our chat or phone support teams. They'll be able to ask for more details to help you sort it out. Here's how:
They're open from Monday to Friday, in between 6 AM to 6 PM Pacific Time. They're also open every Saturday, from 6 AM to 3 PM PT. Here's an article for more details: QuickBooks Online Support.
Let me know if you need anything else. We're always here to help.
Thank you for bringing this to our attention, @PTP77. I'll be sharing some insights about the price rules not showing up on invoices in QuickBooks Online (QBO).
You'll want to make sure that the Rate column has been included in the Custom form styles template. To verify, follow these steps:
I'm adding some screenshots for your visual reference:
For more tips about modifying sales forms in QuickBooks Online, you can refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
If the issue persists, I suggest reaching out to our Customer Support. Their tools can help you check your account by isolating the error you’re having and helping you resolve it.
I'm including this article to learn more about price rules in QBO: Set price rules in QuickBooks Online.
I'll be here if you have other questions or concerns besides the price rules in QBO. I'd be happy to answer them for you. Take care and have a great day ahead!
Allow me to step in and help ensure the new price rule will come up on the invoice, PTP77.
There's a possibility that the effective date isn't set up today. You can open the price rule and check the Start date and End date.
Then, make changes to it when needed to ensure the new price rule is applied to the invoice. Here's how:
Once done, create an invoice and check again the new price.
Please get back to me for updates about applying the price rules concerns by commenting below. I'll be right here to always help you.
I have start dates, but no end dates. Just to make sure we are on the same page. I setup price rules per customer. So if I setup a customer for a 10% markup, when i start a ticket for that customer, every item I enter will automatically get raised 10% correct ?
Allow me to step in to continue helping you, PTP77.
Yes, you are correct as long as you selected All products and services in the Products and services field. Otherwise, the 10% markup will only apply to the product type or the list of individual products you chose.
If the conditions of your price rule are similar to my sample but don’t add 10% markup to transactions, it’s best to contact our QBO Support again to investigate it further. You can reach them in the morning when the chat or call volume is low.
I can see that my colleagues have shared references about the price rule. If you want to see more articles for QBO, just go to the main QuickBooks Support page and click More topics.
I'm just right here if you have any other follow-up questions. Take care and have a good one!