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basgray
July 26, 2024
Question

Pricing adjustments nightmare!

  • July 26, 2024
  • 2 replies
  • 0 views

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

2 replies

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I used to have an invoices sho
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!

D
Deity Alpha
July 27, 2024

@basgray 

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

Item NameItem TypeIs ActiveSales DescriptionPurchase DescriptionTax CodeAccount/Income AccountExpense/COGS AccountAsset AccountCostPreferred VendorPrice or %Reorder PointManuf Part NumberUnit of MeasureMax
Green WidgetInventory PartYWidget SalesWidget PurchaseTax   General SalesGeneral Cost of Goods SoldInventory Asset10ABC Vendor151012345 30
General ServicesServiceYServices SalesServices PurchaseNonSpecialized SalesSpecialized Expenses 8DEF Vendor9    
General PartsNon-inventory PartYPart SalesPart PurchasesTax   General SalesGeneral Cost of Goods Sold 7GHI Vendor8    
Misc ChargeOther ChargeYMisc IncomeMisc ChargesNonGeneral SalesGeneral Cost of Goods SoldGeneral Expenses12GHI Vendor15    

 

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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