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Azores44
June 20, 2020
Solved

Edit Multiple Items to change Price and Cost Values in QB Desktop

  • June 20, 2020
  • 3 replies
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Hello! 

We run QuickBooks Enterprise Solutions: Retail on Desktop.

 

We have about 5,000 items for which we need to change only our Cost, Price and List Price values. We have a third-party import solution that, while it has worked well in the past, is throwing errors and while we have been working with that utility vendor's tech support, that process is taking too much time and it's important that I get these changes made ASAP.

 

I have already attempted to accomplish this process using the native QB  via File>Utilities>Import>IFF Files path where I downloaded a full IFF item file, made the necessary changes only to those values, and uploaded the new IFF file, but the results were not good (the pre-existing values in other pre-existing fields in which no changes were made were wiped out entirely, etc.). So I rolled back to my backup and need to start again some other way.

 

Is there another way I can update the values on these three fields for these 5,000 Items quickly and accurate without messing up any other values for these Items? Thanks!

 

EDIT: I subsequently discovered the Add/Edit Multiple List Entries functionality. However, while it seems like very easy to use this to Add a large number of new items, using it to Edit existing items seems more difficult (unless you consider "mulitple items"defined as 10 or 20 that you can do manually on the screen, instead of the 4,000 unique prices that need to be changed, as in my case.)

Best answer by Azores44

Thanks! I was eventually able to accomplish what I needed using QuickBooks native Advanced Excel import utility.

3 replies

KlentB
KlentB
June 20, 2020

Hi there, Azores44.

 

Generally, companies with large inventory lists provided by a few vendors can update these lists with an .IIF from your vendor. By simply importing the updated file into your company file, we'll be able to record the changes. However, this will erase the existing fields that you didn't update.
 

For us to update the cost and price of your items, we'll have to use the Add/Edit Multiple List Entries option. Please know that we can also copy your data from Excel then paste it into the Add/Edit Multiple List Entries window to expedite the process. I'll show you how:

 

  1. Select List from the top menu bar, then choose Add/Edit Multiple List Entries.
  2. Click the List drop-down arrow, then select the list that you want to update.
  3. Choose in any field and begin making changes.
  4. You can copy (Ctrl+C) the data from Excel then paste (Ctrl+V) it into the Add/Edit Multiple List Entries window.
  5. To copy the data in a specific field to the remaining records, simply highlight the desired field and right click then choose Copy Down. If data is in any of those remaining fields, it will be overwritten.
  6. To duplicate a row simply place your cursor in any row, right-click and choose Duplicate Row. The record is duplicated into the next row and is preceded with the word "DUP."
  7. Click Save Changes when you're done.

In case you'll need to track where your company stands in terms of expenses and accounts payable, we can customize your vendor reports.

 

If there's anything else that I can help you with, please don't hesitate to insert a comment below. Stay safe and healthy.

    T
    TCUUT
    February 6, 2021

    We have a similar situation. We have approximately 10,000 items in our list that need a price change but they are all different prices so the copy and paste feature does not work.  Additionally, they are not changing by a uniform amount (eg, some may change 2.3% and others may change 7.9% and so on). All the correct data is in an excel spreadsheet which I could import by copying and pasting but that would override my quantities on hand, on order or WIP fields.  Please advise.

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    June 21, 2020
    @Azores44 wrote:

    We have a third-party import solution that, while it has worked well in the past, is throwing errors and while we have been working with that utility vendor's tech support, that process is taking too much time and it's important that I get these changes made ASAP.

    @Azores44 

    Which tool did you use? TP or else?

    https://transactionpro.grsm.io/qbd

     

      A
      Azores44AuthorAnswer
      June 21, 2020

      Thanks! I was eventually able to accomplish what I needed using QuickBooks native Advanced Excel import utility.

        J
        JDC_ACS
        January 8, 2024

        Can you share how you did this?

        EmeraldLLC
        EmeraldLLC
        June 17, 2021

        I have a different situation, but couldn't find another thread in the community where my situation belongs, so forgive me if this post belongs somewhere else. 

         

        I use Quickbooks "Desktop" Pro Premier 2021. 

         

        I was hoping when I upgraded to the new 2021 that this issue had been fixed, but no :( 

         

        I like to use the Add/Edit Multiple List Entries feature to manually update my sales tax rates, and to audit & edit those who live out of state so I can change them from 'Wholesale' to 'Wholesale Out of State'. Keeping my list audited & edited properly ensures my Sales Tax Liability Reports are correct, so using this feature is very important to me. I do NOT prefer to automatically download sales tax rates using the sales tax rate import features. The way we run our files, it is easier for us to use manual updates for that.

         

        Herein lies my question: When I'm in the Add/Edit Multiple List Entries screen, I get columns titled "Company Name", "Name", "Phone", "BillTo 1", "BillTo 2", etc.  

         

        In my "BillTo 3" field, the CITY, STATE & ZIP is all in one cell.

         

        When is Quickbooks going to sort this out so I can have one column for city, one for State, and one for zip, so I can sort my list effectively??

         

        Please Quickbooks, please help.

         

        *face palm* & *eye roll*

        M
        MirriamM
        June 18, 2021

        Hello there, @EmeraldLLC.

         

        We recognize that each company has unique needs, and I can see how the feature you're looking for would benefit and empower your business. Since the feature you're looking for isn't currently an option. In the meantime, you can enter the City, State, and Zip in every column in the Bill to 1, Bill to 2, Bill to 3, and so on. Doing so, it'll show on the list as different columns.

         

        I also encourage you to submit feedback to our Product Development Team. They look through submitted feedback for future updates and use those suggestions to develop changes for the product. 

         

        To do this, here's how:

        1. Go to the Help menu at the top.
        2. Select Send Feedback Online.
        3. Click Product Suggestion. 
        4. Enter a few words describing your request in the Here is my suggestion: field.
        5. Click Send Feedback.

        To be updated with our latest news and updates, including product improvements, I encourage you to visit the What's New section on your QBDT account or open this link to view our product update blogs.

         

        If you have other concerns, please post in the Community again. Wishing you and your business continued success!

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