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Re: Prices not updating in recurring templates even after checking "update price" box and saving. What am I missing? I followed the directions to the letter.

Which version of the QBO (price level edition) do you need to be using for this option "Update Price of Recurring Templates" to be available as a checkbox when editing an item price? I have a customer that needs this feature if they get QBO.

Moderator

Re: Prices not updating in recurring templates even after checking "update price" box and saving....

Hello, mcondon-bitbyte.

I appreciate you looping in this thread. Let me share some information concerning price level feature in QuickBooks Online.

 

The Price level is only available in QuickBooks Desktop since this feature isn't currently available in any QuickBooks Online version.

 

However, you can use the Price Rules feature in QuickBooks Online. This feature let you control the price of your products. You can offer discounts (or price increases) on specific products. You can also offer it to some or all of your customers for a specified amount of time.

 

To turn this feature on, here's how:

 

  1. Select the Gear icon on the Toolbar, then choose Account and Settings.
  2. From the left menu, select Sales.
  3. Select the Pencil icon next to Products and services.
  4. Put a check-mark in the box Turn on price rules Beta.
  5. Select Save and then Done.

z.PNG

 

You can get more details about this feature in this article: Set pricing rules.

 

I’ll speak with our Engineering Team about the Price Level feature and will let you know whenever we have it available for our users.

 

Additionally, I'd encourage you to visit our QuickBooks Blog, so you'll be updated with our latest news and updates including product improvements. Just go to https://quickbooks.intuit.com/blog/.

 

Don't hesitate to drop a reply below if you have any other questions about price level in QuickBooks. I'm here to help.

Frequent Contributor *

Re: Prices not updating in recurring templates even after checking "update price" box and saving. What am I missing? I followed the directions to the letter.

Hi, I have the same issue, but with 605 templates. I've tried the delete cache think, no joy.

 

The update recurring templates checkbox only appears once you've manually updated at least one template.

However it doesn't actually update anything. Well cetainly not anything useful to man or dog.

 

I was told it doesn't update the recurring templates, because it will ruin any templates that have special pricing. We don't have special pricing! who does?

 

Having said that, has anyone got it to work or found a work around?

Yours,
Desperate in Detroit

QuickBooks Team

Re: Prices not updating in recurring templates even after checking "update price" box and saving....

Hi there, howardjennings.


Thank you for providing an information about the steps you've done to resolve the issue.

 

For the price update to flow into the existing template, it has to sync first with the current price in products and services.

 

To do that, open your template and you'll need to toggle the item from your product and services field. Then, go back to selecting the item so the amount will update to the current price. This means your template has synced with your products and services.

 

Here's how:

 

1. Click the Gear icon at the upper left corner and select Recurring Transaction.
2. Select the Edit drop-down arrow under the Action column.
3. From the Product/Services column drop-down list, toggle the item.
4. Go back to the original item so the amount will update to the current price.
5. Click the Save template button.


Please check this article for additional information in creating templates for recurring transactions and how to edit an existing recurring: Create templates for recurring transactions.

 

If the problem persists after following the steps above, I suggest contacting our Customer Support Team. They have the necessary tools like screen sharing to check and pull up your account and investigate what is happening to your end.

 

I'll be glad to help you if you have any other questions.​ Have a good day!​

Frequent Contributor *

Re: Prices not updating in recurring templates even after checking "update price" box and saving....

Hi @ChristieAnn  , thanks for your input. I have a couple of observations from your comment.

 

  1. Deleting the template and recreating it kind of defeats the object of the line item price being automatically updated.
  2. Obviously the updated price will show. It's a new template.
  3. I have contacted your customer non-support team. They also excelled themselves by providing no help whatsoever.
  4. This, I feel is a better idea. Why don't you delete and the recreate the template for us so that you can see what happens and save everyone time. We only have 605, so it should be a doddle for you.
QuickBooks Team

Re: Prices not updating in recurring templates even after checking "update price" box and saving....

Hi there, howardjennings.

 

I've already updated and added a few things provided above for the price update to flow into the existing template. It has to sync first with the current price in products and services.

 

To do that, Open your template and you'll need to toggle the item from your product and services field. Then, go back to selecting the item so the amount will update to the current price. This means your template has synced with your products and services.

 

To be able to update the price for your template all the time, you have to check the box under Update price in recurring templates from Product/Service information.

 

If you'd miss checking the box, you won't have that option the next time you update the price. This mean, you'd need to go back to your template and sync with the current price in products and services.

 

I'll provide a screenshot for more details.

SPECIAL PRICING.PNG

 

 

For further concerns, please feel free to post again here in Community.  Have a wonderful week ahead.​

Highlighted
Frequent Contributor *

Re: Prices not updating in recurring templates even after checking "update price" box and saving....

Hi @ChristieAnn  

 

Thanks for stepping in. New templates are not the problem. It's the existing templates that I need to update. these are templates that have been automatically producing invoices every month, in some cases for years. these 'old' templates need to have the line item price updated. So that they can continue to produce invoices for our customers, but with the correct price.

 

It's interesting that you mention the 'checkbox', so many of your collegues didn't know it existed. This you may find hard to believe, but it doesn't really matter. Because, as I'm sure you've found out, it doesn't actually do anything.

 

You appear to be suggesting that I need to edit the template, select the line item i want to update, then change it to a different product, then change it back. If I'm correct, what does checking the box do?

 

I'm completely baffled by your comments just before and after your screen clip.

 

I suggest that you create a recurring invoice with a service item with a price of $25. Then once you've set it to reccurre every month, go to products and services and change the price of the service in the recurring template to $30. Don't forget to check the checkbox, if you can find it. (if you can't see it let me know and I'll tell you what you need to do)

 

Then go back to your template and see if the price has updated.

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