Block all items not on an customer price list - Quickbooks Desktop Enterprise 19.0

Hi there, @DerrickFung!

You have the option to inactivate your items. I'm here to help you accomplish this so you can exclude them from creating your invoices and sales orders.

To start with, all items that are inactive will not show on the item list when you create an invoice or sales order. With this, it'll be blocked or cannot be added when you create your transactions.

Thus said, here's how you can inactivate your items:

1. Go to Lists.
2. Select Item List.
3. Choose one from the list of your items without the custom price-level.
4. Click Item.
5. Select Make Item Inactive.

In addition, selecting Include inactive will show all your inactivated items on the list. You can also select Make Item Inactive if you'll want to add a custom price-level for your inactivated items.

Let me know in the comment section below if you have any other questions. It'll always be my pleasure to help.

Hi,

How do I do this for one specific customer only? I would like to still have these items active for my other customers.

Thanks,
Derrick

Hello, @DerrickFung.

Thank you for the prompt response. Allow me to join the conversation and share some information about items.

The inactivate function in QuickBooks is used to keep items from displaying within the list. Making it available to a few customers is currently unavailable.

If you’re still going to apply these to some of your transactions, leave it active. For more information about items, check out this article: Add, edit, and delete items.

That should answer your concern for today.

Let me know if you have any questions, I’m always here to keep helping. Have a pleasant day ahead!

So is there no way to exclude it from some customers? I'm asking as my new staff might know better and include them in new transactions for a specific customer.

Thanks!

Hi again, @DerrickFung.

I’m here to provide some clarification about items.

Yes, that’s right. With QuickBooks, you can only add, edit, inactivate and delete items.

Excluding some customers in using a specific item on a transaction is currently unavailable. Please refer to the same article I shared on my previous response for reference.

That should do it. If you need anything else, let me know. I’m more than happy to help.

Thank you - on a second note, is there a way I can import/upload a price level list? Instead of manual edit?

Thanks!

Is the functionality of being able to import price level available yet?

Thanks for following up about this, @940alex.

We can no longer export or import the list when there are price levels per item type. That said, this type of functionality is currently available in QuickBooks Desktop.  

In the meantime, I'd suggest utilizing a third-party app. This way, you can finish your task and manage the price level list without delay. To search for an appropriate app, click this link: Supported App in QuickBooks Desktop.

I'd appreciate it if you took a moment to share your feedback with our product engineers. Your suggestions help us build features that benefit you and all our other users. 

Go as follows:

1. Go to the Help menu on the upper right hand. 
2. Select Send Feedback Online, then choose the Product Suggestion tab. 
3. Type your suggestions in the field and click Send Feedback. 

Additionally, you can voice your opinion about what you would like to see in the future of QuickBooks by going to the company website and voting on suggestions. Click this link for more details: Customer Feedback for QuickBooks.

Moreover, to be updated to the latest future release in QuickBooks Desktop, please visit this website: QuickBooks Updates: New QuickBooks Accounting Software Updates.

Lastly, for information on what can be imported and exported into QBDT, see this article: Import and export data in QuickBooks Desktop. 

Don't hesitate to give me a buzz if you need help with the price level list in QuickBooks. I'd be happy to help you with anything related to the program. Keep safe.