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January 24, 2024
Question

How do I repair price rule failures?

  • January 24, 2024
  • 1 reply
  • 0 views
Price rules are failing. When our team creates an invoice for a customer subject to a price rule, sometimes the correct price populates, sometimes it doesn't. Sometimes the correct rate needs to be pulled from a drop-down menu. Sometimes the rate doesn't multiple time the quantity resulting in the amount being blank. This has put us at risk of billing a customer at incorrect prices. I see variations of this question since 2020. Can anyone offer suggestion, advice or a solution?

I have phoned the support team about 15 times on this problem. None of the reps have had any knowledge to help.

1 reply

January 24, 2024

Thank you for bringing this to our attention, ldr514.

 

First off, we need to review the information in your price rule to ensure that everything is correct. However, QuickBooks Online (QBO) might exhibit unusual behavior or experience performance issues due to browser problems.

 

Let's perform some basic troubleshooting steps to verify. We can first log in to your QBO account using private browser.

 

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

 

If there's no issue with using a private browser, then you can go back to your regular browser and clear its cache.  

 

I'm including this article to learn more about price rules in QBO: Set price rules in QuickBooks Online.

 

For more tips about modifying sales forms in QuickBooks Online, please refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Don't hesitate to leave a reply if you require further assistance with setting up price rules in QBO. The Community team always has your back. Keep safe.