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May 14, 2024
Question

When will price rules be available again

  • May 14, 2024
  • 1 reply
  • 0 views

Price rules went away with the new invoice format (which we hate). When will they be available again?

1 reply

May 14, 2024

I see how important this feature is for your business needs, CDuncan. I recognize that the new update has significantly changed how you manage your sales transactions.

 

We don't have a specific timeframe for when this functionality will be available in the new invoice format. In the meantime, you can manually calculate the discount, create a service item for the markup, and then add it to your invoice.

 

To set up a service item:

 

  1. Head to the Sales menu and hover over the Products & services tab. 
  2. Click New, then choose Service. Type in your preferred discount name. 
  3. From the Sales price/rate section, enter the discount price or rate (Ex. -0.10 for 1%) 
  4. Pick Edit sales tax, then set the service item to Non-Taxable.
  5. Hit Done, then Save and Close.

 


Once done, add the discount item each time you select a product on the invoice page. Please see the attached screenshot for visual reference. 

 


For more information on the latest update and experience, check out this article: What's new with estimates and invoices in QuickBooks Online.

 

Moreover, once your customer has remitted payment for the invoice you have issued, it's essential to record the transaction to maintain accurate accounting records and ensure the proper balance of your accounts. 

 

Sales transactions are essential in a business, and I want to ensure you have a reliable workaround to guarantee you can work on them promptly. I'm always available and ready to help you in any way I can.

BigRedConsulting
May 14, 2024

@ShyMae  RE: I understand how important this feature is for your business needs, CDuncan.

 

And yet, you took it away when you didn't have to. So, basically what you're saying is, "Intuit understands how important price rules are (obviously, because we added them to QuickBooks) and even so we just took them away because we felt like it. Have a nice day!"