Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
AlverMarkT
Moderator

Reply to message

I'll hear you out, @marksoar. I appreciate the additional input you've added to your concern.

 

Price rules in the QuickBooks Online (QBO) US version can only apply to invoices and estimates, and they can't apply to sales receipts. Let me further help and lay out a couple of alternative options.

 

Since you receive payment from customers at the time of the sale, I couldn't agree more that it's best to use a sales receipt rather than an invoice. Although price rules isn't available for creating sales receipts, you can consider overriding the amounts manually at the time of a sale, as a workaround. Here's how:

 

  1. In your Sales receipt window, choose the customer. 
  2. Select the product from the Product/Service column. 
  3. In the Rate field, you can:
    1. Enter a custom price amount.
    2. Manually calculate the original rate's percentage adjustment increase or decrease. Then, enter the amount in the field.
    3. Add a plus (+) sign next to the original rate. Then, add the fixed amount increase or decrease (e.g., If the product or service is $45, and the fixed amount increase is $2, enter 45+2). Then, press the Tab key on your keyboard.
  4. Review other details. Then, Save and close.

 

Also, if you'd like to add discounts to your items when creating sales receipts, check out this article for the detailed steps: Add a discount to an invoice or sales receipt in QuickBooks Online

 

Let me include this article about price rules for additional referenceSet price rules in QuickBooks Online

 

For future reference, check out this article about categorizing transactions to review categories of your downloaded bank transactions in QBO: Categorize online bank transactions in QuickBooks Online.

 

Keep us posted if you have further questions about price rules in QBO. We're committed to offering ongoing support.

Need to get in touch?

Contact us