Other questions
Hello, Melissa.
When using Price Rules, QuickBooks Desktop will always recalculate the price based on the pricing parameters. There are ways to stop the prices from changing when adjusting the dates (without turning off the Price Rules feature).
I'll go over a couple of ways and ensure the item's price don't change when you adjust the dates.
You'll want to edit the price rule that uses the item you want to add on an invoice. Here's how:
- Go to the Lists menu, then select Price Rule List.
- Open your price rule.
- Under the conditions table, click the Multiple tab.
- Uncheck the item you want to use on an invoice.
- Click OK.
You can also use the Price Overrides function.
If you're using the regular Price Rules feature, you can simply uncheck an item from the list.
Alternatively, you'll want to inactivate the price rule then create the invoice normally. Activate it back again when you're ready to use the rule.
To inactivate it:
- Go to your Price Rule List page again.
- Open the price rule
- Check the Price Rule is inactive box.
- Click OK.
To reactivate it, go to the Price Rule List page then check Include inactive. Then, remove the "x" mark from the inactivated price rule.
More details about the feature can be found here: Use Advanced Pricing.
Need help recording your transactions? Or need to manage other lists? Our help content has a bunch of guides to point you in the right direction.
I can assist you again if you have more questions about QuickBooks Desktop and its features. Just reply here or create a new thread. I'll get back to you as soon as possible.
