cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.

Reply to message

View discussion in a popup

Replying to:
aiannarelli
Level 2

QuickBooks Enterprise Advanced Pricing Navigation

Hello Everyone - We just upgraded our QB Enterprise to include Advanced Pricing. It brought our discounts over as expected. However, when I go to add a customer to a rule, I can search the customer, selected the customer but when I click okay to change that customer, it wipes out all other customers for that rule. I was able to work around it by scrolling down to the customer I want to add but this is difficult with 5000+ customers. In addition , if I do not select inactive customer, it will wipe their them off of the rule also. I found the same thing happening when I set up price overrides. I tried to set on up for a customer who buys 10 or 12 product so I searched the product name, selected it, then searched the next name and selected it but it forgot the first product name. This makes this extremely cumbersome and it means the search function is almost worthless. This is not how the search function works on report to customize them. Please advise if I have something setup wrong or is this an issue with QB or maybe it is just the way it is. If it is just the way it is, we are likely to downgrade our subscription because we survived for 10 years without this feature and have made some mistakes along the way but not too many. Thank you, Anthony

Solved

Need to get in touch?

Contact us