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Level 1

When selling SKU's at both wholesale and retail, how do you list products into QB? And how to import CSV? I'd like to track at a product level - showing both biz sides?

 
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Level 15

When selling SKU's at both wholesale and retail, how do you list products into QB? And how to import CSV? I'd like to track at a product level - showing both biz sides?

QB has one item as inventory, you stock it.  How you sell it, retail or wholesale has nothing to do with stocking inventory

QBO has classes and locations, you can use those transaction tags to report on the tag.  
classes tag each item
location tags the whole transaction
for reporting

Typically you set the most sales price (retail or wholesale) on the item screen, and adjust the sales price as needed.

 

importing an excel sheet for transactions requires a third party add on, like transaction pro importer.  https://apps.intuit.com/app/apps/home

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Level 1

When selling SKU's at both wholesale and retail, how do you list products into QB? And how to import CSV? I'd like to track at a product level - showing both biz sides?

Actually, it has a whole lot to do with whether its sold as wholesale or retail.  Let's say I want to track my inventory of cups.  I have 40 cups in stock.  If a retailer needs 8 cups for a client, they get a wholesale price.  But if a consumer wants to buy 2, they are charged a retail price.   But the inventory comes from the same shelves.  

 

So what you're saying is, I have to assume whomever is entering the invoice will know to do all the extra work to edit the pricing for the wholesale buyer??  That's a lot of extra work, and will slow down the process considerably.  No one wants to stand around while the seller fiddles with their computer to get the right pricing entered... that just looks incompetent.  

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QuickBooks Team

When selling SKU's at both wholesale and retail, how do you list products into QB? And how to import CSV? I'd like to track at a product level - showing both biz sides?

Hi there, @Cathy9887,

 

Thanks for the complete details.

 

Right now, price leveling is unavailable in QuickBooks Online. You'll have to manually edit the amount every time you invoice customers with different quantities.

 

I've added this article to help you manage your inventories:

Should you need additional information about your products and services in QuickBooks, don't hesitate to comment below. I'll be around whenever you need help.

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Level 10

When selling SKU's at both wholesale and retail, how do you list products into QB? And how to import CSV? I'd like to track at a product level - showing both biz sides?


@MaryLandT wrote:

Hi there, @Cathy9887,

 

 

Right now, price leveling is unavailable in QuickBooks Online. You'll have to manually edit the amount every time you invoice customers with different quantities.

.


Whoever programmed this robot needs to fix the program.  Tell it to consider the "Price Rules" feature.  It's true that quantity is not the determinant, but it's absolutely relevant that the customer is a wholesale Customer Type

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