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A
accounting476
March 16, 2023
Question

Can you export price rules in QB Online to excel file

  • March 16, 2023
  • 2 replies
  • 0 views

I need to export QB rules for pricing so i can advise mgt what prices we are charging for products. I did not see way to export this. Is this feature possible.

Thanks JIm

2 replies

J
JamesAndrewM
March 16, 2023

Hey, @accounting476. It's great to see you again. I appreciate you posting your question here in the forum. Your idea is commendable and can pique anyone's interest.

 

Price rules are used in QuickBooks Online (QBO) to quickly and conveniently offer customized pricing on specific products or to clients. Price Rules give QBO a wide range of options and the freedom to mark up or mark down prices as needed. However, the ability to export them isn't available at the moment.

 

As we value your ideas, I recommend sending your feedback to our Product Development Team. Follow these steps:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter a brief description of your product suggestion and click Next.
  4. Type your email address.
  5. Once done, click Send Message.

 

Also, feel free to visit our Feedback forum page to see a list of other QuickBooks users who have already suggested this feature and for the recent updates in QuickBooks.

 

You can visit this article and learn ways to customize your reports: Common custom reports in QuickBooks Online.

 

The Community always welcomes you for further inquiries. Have a great day ahead!

A
accounting476Author
March 20, 2023

Thank you for the response James. It seems some of the options needed in programming changes have not yet been done which is unfortunate.I guess i will have to do snip its of price rules to get QB sales prices since export option not available and probably wont be for some time.

 

Thanks for the feedback. Jim

N
nevian
July 10, 2024

a year later still the same!

MariaSoledadG
MariaSoledadG
July 10, 2024

I know how this feature is a great advantage for your business. Your voice can be heard by sending feedback and I'll show you how, Nevian.

 

Price rules are designed to ensure that prices are fair, competitive, and profitable for your business. The ability to export them in the Excel file will allow us to make changes, easier to sort, select, or delete selected fields to keep track of and organize the prices of each item. 

 

You can send feedback to our product developers to let them know how important is this for your business by going directly to the Price rule page. To do so, follow the steps below:

 

  1. Go to the Gear icon, then select All lists.
  2. Locate for Price rules.
  3. Click the Send feedback button to submit your request. 
     

 

Moreover, QuickBooks Online (QBO) offers a variety of reports that help you track business information. Learn from this article on how to customize them to ensure you get the right data: Customize Reports in QuickBooks Online.

 

Let me know if you have any questions about price rules. We're always right here to help you anytime. Have a nice day!

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