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Frequent Explorer **

add pricing

When will Quickbooks give us the ability to upload multiple price levels for our products in Quickbooks Enterprise. We have to maintain a 3 teir price file that is not an equal percentage from cost across all sku's.  My employees have to manually look up the pricing of our products in a separate file then add it to the sales order.  Very time consuming, no control and potential for errors.  PLEASE HELP..

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Best answer 01-03-2019

Accepted Solutions
QuickBooks Team

Re: add pricing

Hi William,

 

When there are price levels per item type, we can no longer export the list using an IIF file. This is why it didn't push through.

 

While there ins't an option to export or import the list at the moment, I'd suggest finding a third-party app that has this function. You can go to the Apps for QuickBooks Desktop Marketplace.

 

On the other hand, please send a feature request from your company file. That way, our engineers will know that you need to have this feature to make your work faster, and so you can avoid errors. You'll want to click on the Help menu and choose Send Feedback Online.

 

Please get back to us if you have other questions.

8 Comments
Established Community Backer ***

Re: add pricing

n premier and enterprise price level lists are not limited to all or nothing

 

check mark the items to have the custom price set, set it, then uncheck those, check some others and set them differently

 

the issue I would like fixed is if the custom price is based upon the cost block on the item screen, then I would like the price level list to adjust when that price changes

Frequent Explorer **

Re: add pricing

Rustler,

 

Thank you for your reply, I see what you are saying. The only issue with that is we have to hand enter pricing for 1,800 items that have 3 price levels for each item.  Do you know of a way to upload via excel or csv file the prices into QB?

 

Thanks!

Established Community Backer ***

Re: add pricing

Enterprise has Custom Pricing and you can make prices relative to cost. Price Rules are not the same as Price Levels and not the same as Custom Pricing. There are all sorts of functions and which to use typically depends on what and where you want to have this occur: At the point of the Sale, manually or automatically, or changed relative to Cost changes, etc.

 

"The only issue with that is we have to hand enter pricing for 1,800 items that have 3 price levels for each item.  Do you know of a way to upload via excel or csv file the prices into QB?"

 

You can use Add/Edit Multiple, from Lists menu. You can use .iif files. You can use Advanced Excel mapping. But that isn't going to populate Functions. Price levels and Price Rules are examples of Functions. Setting the price in Edit Item is only notating your starting point, if you intend to use the other functions. Setting a Cost in edit item is only notating the starting point and jump starting data entry in POs and purchases.

Frequent Explorer **

Re: add pricing

qbteachmt,

 

Thank you for your response. In our business we have multiple price levels, Retail, dealer and wholesale distributor. I have made “Price Levels” that are named as such but do not see a way to mass upload prices to each list or level..  I do not want the pricing to change based on cost or at the point of sale. I simply want to add our pricing to the Price Level list we created in the system. I have used other systems before such as SAP Business One where this was a simple 10 min task. 

 

I looked at the Add/Edit Multiple from the lists but the Price Level List names do not show up in this form. If I go to the price level list and click edit price level it only allows me to manually enter the pricing. 

Moderator

Re: add pricing

Hello William,

Like what qbteachmt said, you can use the Add/Edit Multiple List Entries, .iif files, or advance Excel mapping. Since the Add/Edit Multiple List Entries function doesn't work for you, you can try importing .iif files. 

 

First, you can export the price level list and use it for reference:

  1. Click File at the top menu and select Utilities.
  2. Select Export and choose Lists to IIF Files.
  3. Put a check mark in the Price Level List box and click OK.

Second, open the .iif file to Excel and do the necessary changes.

 

Lastly, import the updated file to QuickBooks:

  1. Click File at the top menu and select Utilities.
  2. Select Import and choose Lists to Excel Files.
  3. Put a check mark in the Price Level List box and click OK.

You can also use this article for more information about importing and exporting processes: Import/Export Overview.

 

Otherwise, you'll need to edit the price level one at a time manually.

 

We'll be around if you need any help.

Frequent Explorer **

Re: add pricing

Hi @JamesDuanT,

Thank you for your help and reply. Unfortunately when I do attempt to export the iff file it states that it cannot export Price Level Lists. I did export a file to see if it pushed thru anyways and there is nothing for the Price File List in the export. 

 

 It seems like such a basic business function I cannot believe the import/export functionality of the Price File List does not exist yet.. 

 

Thanks again for all your help. 

QuickBooks Team

Re: add pricing

Hi William,

 

When there are price levels per item type, we can no longer export the list using an IIF file. This is why it didn't push through.

 

While there ins't an option to export or import the list at the moment, I'd suggest finding a third-party app that has this function. You can go to the Apps for QuickBooks Desktop Marketplace.

 

On the other hand, please send a feature request from your company file. That way, our engineers will know that you need to have this feature to make your work faster, and so you can avoid errors. You'll want to click on the Help menu and choose Send Feedback Online.

 

Please get back to us if you have other questions.

Frequent Explorer **

Re: add pricing

@JessT,

 

Thank you for your reply.  I will check the apps again but I do not remember seeing one that could help before.  I have sent the request thru the Online Feedback as you mentioned, hopefully we can get something shaking there. 

 

Thanks again for your help, Happy New Year!