Charies_M
Moderator

Other questions

You've reached the right support, JBSt3.

 

Let's get this sorted out. I can help you apply Price Rules on your Estimates so you can send out quotes to your customers.

 

Here's how to create Price Rules in QuickBooks Desktop:

  1. Go to List.
  2. Select Price Rule List.
  3. Click the Price Rule button and click New.
  4. Fill in the necessary information.You can add Customer Name and Item Name that you want to apply the rules for.
  5. Click Ok to save changes.

You can check out this article to learn more about Price Rules in QuickBooks Desktop: Use Advanced Pricing.

 

Once done, you can now apply it to your estimates. Here's how:

  1. Go to Customers.
  2. Click Create Estimates.
  3. Apply the items you use when you set up the price rules.
  4. From the Cost table, click the Z icon.
  5. An Applied Price Rules window will pop-up. Click OK to apply the rule.

 

And just in case you need help from a live support, feel free to get in touch with our Desktop Care Support Team. 

 

Here's how to get their contact information: 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks Version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

That's it. Let me know if you have any other questions and I'll get back to you.