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sara95
May 8, 2024
Question

Workaround for the ommission of price rules

  • May 8, 2024
  • 2 replies
  • 0 views
Seriously does anyone have a workaround for the ommission of price rules in the update? I just don't understand how they think taking features away is solving anything.

    2 replies

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    Carneil_C
    May 8, 2024

    I know that having this feature is beneficial to your business, @sara95.

     

    I'll share an alternative to help you achieve your goal of utilizing price rules.

     

    In QuickBooks Online (QBO), you still have the option to create several price rules. However, applying them to the invoice and estimates in the new layout experience is unavailable. 

     

    A workaround I can suggest is to look for a third-party app that meets your needs. I'll show you how to look for one. Here's how:

     

    1. From the left panel, click Apps.
    2. Go to the Find Apps tab.
    3. Use the search bar and enter the keyword to look for an app.
    4. Choose an app from the list.

     

    As for which app you can use, although we're unable to recommend which ones to use, you can view an app's rating (stars at the bottom of the app's name). You can also open the app's page and read the user's comments on the app in question. It can give you a general idea of whether an app meets your company's standards.

     

    For reference, check out these articles:

     

     

    For additional information on customizing your sales transactions, click this resource: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    If you have any further questions or concerns about price rules, please know that you can always tag my name. I'm here to help you in any way I can.

    S
    Shariekp
    May 12, 2024

    @Carneil_C when is QB going to stop making the user run around in circles??  This has been ongoing since at least eight months.  And QB still has no fix?? Get us some real answers, please.

    S
    SIAB
    May 12, 2024

    @sara95 

    You can use CRM apps with the price rule feature to integrate with QBO as a workaround.

    S
    Shariekp
    May 12, 2024

    @sara95 can you elaborate on this?  Exactly how to do this?  Is this going to apply the price discounts missing from the new QB layout?

    R
    Rea_M
    May 12, 2024

    I can see how advantageous it is to apply price rules on estimates and invoices' new layout experience, Shariekp. Let's send this suggestion to our product engineers so they can consider adding this in future updates.

     

    Our product engineers continuously seek to fulfill our customer's needs, and your input is vital in deciding which features will be incorporated in upcoming updates. To send feedback, here's how:

     

    1. Go to the Gear icon.
    2. Select Feedback.
    3. Type in your recommendation in the Share your feedback field.
    4. Click Next.

     

    Meanwhile, you may opt to follow @SIAB's suggestion or find other alternatives to help you with your task. To choose the best application for your business, you can visit this page: QuickBooks App Store.

     

    Moreover, to learn what features are currently unavailable in the new experience, please see this article: See what’s new with estimates and invoices in QuickBooks Online.

     

    Also, I've included this article to guide you in receiving invoice payments in QuickBooks Online (QBO): Record invoice payments in QuickBooks Online.

     

    I'll be here if you have other feature concerns or need further assistance managing estimates and invoices in QuickBooks. Drop your comments below, and I'll be sure to help you out.

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