Pricing adjustments nightmare!

basgray · ‎July 26, 2024

I have an issue that can't seem to be taken care of. I have 600 customers with 2,000 items, of which we quote our customers individually on the items. My issue is that if I need to raise or decrease prices across the board it is a long and tedious process. Has anyone tackled this? I don't believe the answer lies in QB, thinking it may be a 3rd Party App. Thoughts or suggestions most welcomed. I use Desktop Enterprise

VoltF · ‎July 26, 2024

We appreciate you getting in touch with the Community, Basgray.

I'd be happy to share some information about the efficient process of price adjustments in QuickBooks Desktop Enterprise (QBES).

To simplify the manual adjustment process for multiple customers in QBES, you may consider using apps that offer features such as automated data synchronization, export, and import between QuickBooks Desktop.

I suggest checking out third-party apps for QBES in this article: 10 Best Apps for QuickBooks Integration.

In the meantime, please refer to this article for additional information on calculating the average cost and managing inventory in QBES: Understand Inventory Assets and COGS tracking.

Please tag my name in your reply on the Community forum for further inquiries about form price adjustment-related concerns in QuickBooks Desktop Enterprise. I'm more than willing to assist you further. Have a pleasant day!

Deity Alpha · ‎July 26, 2024

@basgray

You can export your Item List data to Excel and will get the following template

Item Name

Item Type

Is Active

Sales Description

Purchase Description

Tax Code

Account/Income Account

Expense/COGS Account

Asset Account

Cost

Preferred Vendor

Price or %

Reorder Point

Manuf Part Number

Unit of Measure

Max

Green Widget

Inventory Part

Y

Widget Sales

Widget Purchase

Tax

General Sales

General Cost of Goods Sold

Inventory Asset

10

ABC Vendor

15

10

12345

30

General Services

Service

Y

Services Sales

Services Purchase

Non

Specialized Sales

Specialized Expenses

8

DEF Vendor

9

General Parts

Non-inventory Part

Y

Part Sales

Part Purchases

Tax

General Sales

General Cost of Goods Sold

7

GHI Vendor

8

Misc Charge

Other Charge

Y

Misc Income

Misc Charges

Non

General Sales

General Cost of Goods Sold

General Expenses

12

GHI Vendor

15

Modify your selling price and import the line back to your QB Desktop file. You can use a migration tool to do so. It's a $299 one time license and you can get $100 cashback to purchase it via a partner.

https://get.transactionpro.com/qbd

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Pricing adjustments nightmare!

Pricing adjustments nightmare!

Pricing adjustments nightmare!

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