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pdarling-facio
October 24, 2023
Question

Price Rules

  • October 24, 2023
  • 1 reply
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I have enabled Price Rules in settings, used them and now when I go back to look at lists, they no longer appear. I also noticed Beta next to Price Rules in settings. Any idea what is happening? 

1 reply

K
KayePe
October 24, 2023

I appreciate the shared information you provided about your concern today, @pdarling-facio. We understand that this issue is causing inconvenience to you. No worries. I will give you the assistance that can help you get back your price rules.

 

Usually, you can easily see your price rules by going to Settings and All Lists menu. However, the browser's cache can become filled and cause issues when working your QuickBooks Online (QBO) account. I suggest running QBO in a private or incognito browsing mode to help your computer run optimally and regain some storage space to continue working seamlessly.

 

See these keyboard shortcuts to open a private window:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

For a detailed step-by-step process in clearing your cache, check out this article: Clear cache and cookies to fix issues when using QuickBooks Online.

 

Once it works, check your Price rules in the All List menu. For more details on creating price rules and applying them to your invoice, see this link: Set price rules in QuickBooks Online.

 

On the other hand, check out these articles as your reference in applying your price rules to your invoices and personalizing your sales forms:

 

 

Lastly, please let us know how it goes. You can visit us anytime if you need further assistance with creating price rules or any concerns with QBO. We're here 24/7 to assist you. Keep safe. 

P
pdarling-facioAuthor
October 25, 2023

The link to directions you provided are no longer accurate. Price Rules do not show up on the All Lists window. I have to now go into Products and Services, then click More and choose Price Rules. 

I have cleared my cache and tried different browsers.

S
ShyMae
October 25, 2023

Hello there, pdarling. Thank you for getting back here in the Community. 

 

If you've enabled the Price Rules feature, you can control the prices of your products and services. It will also allow you to apply discounts or charge rates based on the employee who performed the service.

 

Currently, the price rules can be accessed through the Product and Services page. If you wish to set a price rule, here's how:

 

  1. Go to Settings.
  2. From the Lists tab, select Products and services.
  3. Click More and select Price rules. 
  4. Click Create a rule.
  5. Fill out the necessary field.
  6. Select the products or services dropdown if you want to apply the rule to specific products or services. 
  7. Once done filling out the necessary field, click Apply rule.
  8. Hit Save and close.

 

When you create an invoice, the price rule will be automatically applied to the products and services you've selected. You can also override the price rule by selecting the rate and viewing all active price rules.

 

I'll be adding an article to help you manage your inventory for future tasks: Set up and track your inventory. 

 

Don't hesitate to reply below if you have further concerns or queries about how price rules work. I'll be here to assist you. Best wishes!

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