Importing price level lists into QuickBooks

You can import price level lists from text files or from Excel spreadsheets directly into QuickBooks using the Zed Axis software.  
  1. Download and install the Zed Axis software on your computer
  2. Open your QuickBooks company file as Administrator and open Zed Axis Select your text file or spreadsheet which contains the price level lists that you want to import.
  3. Set up the a Mapping of the columns in your price level list import file to the corresponding fields in QuickBooks.
  4. Click Import and your price level lists will be directly added to your QuickBooks company file.
When you create a price level lists in QuickBooks you have the option to either: 
  • Custom Price - That is a fixed price; or
  • Adjusted Price Discount - using the pair of fields AdjustPercentage and AdjustRelativeTo You specify the percentage discount or increase in the AdjustPercentage field and the price/rate to be discounted (standard item price, item cost, or the items current custom price) in the AdjustRelativeTo field.
 
import price levels
 
 
 
 
he following fields are the principal fields when importing price level lists into QuickBooks
 
QuickBooks Field Type Description
Name Str The case-insensitive name of the price list
ItemRef Full Name Str The full name of the item in QuickBooks
Custom Price Price When you create a price level, you have the option to create it with a custom price that is a fixed amount.
Adjust Percentage Percent  specify the percentage discount or increase.  Notice that this value supports both positive and negative values. For example, a value of 20 would increase the price by 20% and value of -10 would decrease the price by 10%
Adjust Relative To Enum specify the price to be discounted (standard item price, item cost, or the items current custom price) in the AdjustRelativeTo fieldTo field. Possible Values:StandardPrice, Cost, CurrentCustomPrice
Currency Ref Price CurrencyRef should only be used with "per item" price levels, and if Multi currency is activated in QuickBooks
 
Troubleshooting:
 
  • Import fails and no error message is displayed - Please can you check that for all the items listed you have provided a custom price, if not the import will fail.
Frequently Asked Questions
 
Q. I have four prices levels to import how can I import them in one batch? 
A. If you want to import four price levels in one batch you can achieve that by structuring your data as follows, otherwise you will need to do it in four batches and modifying the mapping each time to select the corresponding column that contains the prices.
 
Price List Name
Item
Custom Price
Level 1
Widgit A
5.45
Level 1
Widgit B
6.99
Level 2
Widgit A
5.99
Level 2
Widgit B
7.15
Level 3
Widgit A
6.00
Level 3
Widgit B
7.50
 
 

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Isn't there a simpler, elegant programming way to batch import, analogous to the way multiple pricelevels for many SKUs can be imported in an x-y grid form, as in Sage50? The current way is clunky, and when you have thousands of SKUs with many pricepoints each, the Zed system is realistically performed MAYBE once a year in a small business environment.
John D Albrecht (May 9, 2016 at 11:39 AM)
There seems to be no way to import custom prices as percentages. Using number format gives an error saying that the value "must be a percentage" (the item in question uses a percentage value). However, putting in a percent sign leads to an invalid format error.

After creating a test price level within QuickBooks and exporting it with Zed Axis, I am seeing a column "CustomPricePercent" that is not provided as a field for import. Only the field "CustomPrice" is provided. Perhaps this field needs to be added in order to import percentages?

Aaron Resing (July 10, 2016 at 6:04 PM)
Hi Aaron, We dont have that option as it does not require a lot of data entry to set up in QuickBooks ie a Fixed % that applies to all items. If you want to adjust certain items by a percent then you can do that using Adjust Percent and Adjust Relative To fields. Steve
Steve (July 10, 2016 at 7:44 PM)
Steve,

Thanks for the response. I am needing to adjust many individual specific items on the list rather than apply a fixed % to every item. Doing this manually within QuickBooks is very tedious since there is no search/filtering in the price level window.

I have attempted to use the Adjust Percent and Adjust Relative To fields in Zed, but just as in the troubleshooting section above, they don't seem to work without first providing a Custom Price (which somewhat defeats the purpose). This takes me back to the original problem of not being able to import custom prices, as they are percentage items.

Aaron Resing (July 11, 2016 at 10:58 AM)

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