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jennifer103
Level 1

Price rules are not coming up on invoice or estimates

My price rules for wholesale customer's use to work but now it doesn't
3 Comments
Archie_B
QuickBooks Team

Price rules are not coming up on invoice or estimates

Hi, jennifer103!

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. 

 

Here's how:

 

  1. Go to Settings ⚙ and select Account and Settings.
  2. Select the Sales tab.
  3. In the Products and services section, if the Turn on price rules Beta is switched off.
  4. You can click Edit ✏️ icon, and select Turn on price rules Beta.
  5. Click Save and then Done.

 

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!

jennifer103
Level 1

Price rules are not coming up on invoice or estimates

Price rules are turned on and I tried clearing cache and cookies. The price rules still will not apply to invoices and estimates. This use to work but not it does not work.

JenoP
QuickBooks Team

Price rules are not coming up on invoice or estimates

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: 

 

  1. Click Help in the upper right-hand corner of QBO.
  2. Look for Talk to a human and click on it. 
  3. Type in "support" or "contact support" again and press Enter.
  4. Click I still need a human.
  5. Select Get help from a human.
  6. Choose between Chat with us or Have us call you

 

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. 

 

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