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!

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.

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. 

What was the fix for this, it is not working on mine either?  I tried 3 different chats and got disconnected before there was anything resolved. 

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:

1. Go to the Gear icon.
2. Select Custom form styles.
3. Choose a template, then click Edit under the Action tab.
4. Select the Content tab.
5. Select the Table section.
6. Put a checkmark in the Rate column, then click Done.

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!

Great write up and thinks for pics.  My rate tab was marked, I unclicked and re-clicked, refreshed the page, and it still isn't applying the price rules.  

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:

1. Go to Settings ⚙️ and then select All Lists.
2. Select Price Rules.
3. Find the price rule, then click Edit under Actions.
4. Modify the Start date and End date.
   
5. Click Update Rule.
6. Click Save and close.

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!

I am having the same exact issue, and have tried to trouble shoot it with a member of the support team, who was not able to fix the issue. I am really starting to resent QuickBooks because this isn't the first time a feature I rely on stopped working randomly, and it's a pretty expensive platform for a small business! 

Any fix to this? Same issue

Any fix for this?

Hi there, @Abegreen.

I'm here to guide you to ensure that you'll get to set up price rules in QuickBooks Online (QBO).

Before anything else, to help the web pages to load data properly. Let's first isolate possible browser issues by clearing your cache and cookies. 

Once done, we can now proceed with setting up price rules in QBO. Here's how: 

Step 1: Turn on the price rules

1. On your QBO account, go to the Gear icon.
2. Then select Account and Settings or Company Settings.
3. Click the Sales tab.
4. In the Products and services section, select Edit.
5. Tick the Turn on price rules Beta.
6. Once done, click Save and then Done.

Step 2: Create a price rule

1. Go to the Gear icon, then select All Lists.
2. Click Price Rules.
3. Select Create a rule. After your first rule, select the New price rule.
4. Give your rule a name.

For detailed steps, kindly visit: Set price rules in QuickBooks Online.

If it's the same result, I suggest contacting our QuickBooks Online Support Team. They have the tool to view your account and can further investigate the root cause of the problem. They can also offer you a glance session to accurately guide you on the steps of setting up your price rules. 

Aside from Price rules, you can also create Banking rules in QuickBooks Online. To know more about this, kindly visit: Set up Bank Rules to Categorize Online Banking Transactions.

Don't hesitate to leave a reply if you require further assistance with setting up price rules in QBO. The Community team always has your back. Keep safe.

It's completely ridiculous that this does not work. After many discussions over live chat, we discovered that price rules DO NOT WORK AT ALL using the new invoice style. I got them to work on the old style. But now, I can't revert back to the old style invoicing anywhere so they don't work anymore. When will price rules work using the new invoice style? In effect, this feature is now completely useless and broken. Please stop sending all of us form answers; this feature simply does not work. 

We've heard your sentiments, @ketanmv. We appreciate your interest in adding price rules to the new invoice experience. Don't worry, I'm here to point you in the right direction so we can request this feature in QuickBooks Online (QBO).

I understand the urgency of having this feature, so we can control the price of your products and service using the new invoice style. Currently, this option is unavailable in QBO. In the meantime, we can forward our suggestions to our Product Development Team. They have the ability to review the feedback you've shared with us and might consider adding this option to our future QBO updates. 

To do that:

1. Go to the Gear icon.
2. Under Profile, select Feedback.
3. Provide a description of your suggestion and click Next.

Moreover, we can customize the layout of your sales forms to enhance your business communications. This way, we can decide which information to include and make our sales forms look professional. 

Please don't hesitate to return to this thread if you have other questions in mind about price rules. We'd be more than glad to assist you. Take care.

Price Rules DO NOT Work. 

QBO has raised their prices to almost $1,000 a year and the features they tout to have are non-existent. 

The theoretical remedies are not invalid and the employees replying to this thread aren't helping resolve any of these issues. An excel form has more functionality that QB.

Very disappointed.

Did anyone find the answer to this? My price rules just quit working. I spoke with their representative and they assured me they were on it. Now when I asked the AI chat, they say Price Rules doesn't work under an "essentials" account and I have to upgrade. Worked just fine for two years, and then just stopped working a couple days ago. 

Hello Katydid. Thanks for messaging us here. Price rules are available on QuickBooks Online Plus. Feel free to learn more about Price rules using this link here. I'll be here in case you have other questions. 

They keep saying they have it fixed or it works, but it never has/does.  Desktop version was so much easier to use, nothing works correctly on the online version.