Marvin HungParticipant6 months, 3 weeks ago
Exporting Product List for batch update
Hello, I would like to ask is there a way to export the products list to excel. Also, if I happen to have a price increase of 5% across all of of my products, what is the fastest way? Doing it one by one (for 400 items) clearly is not the most efficient way.
Hope you can help.
Crystalynn SheltonParticipant6 months, 3 weeks ago
Hi Marvin, great questions. Yes you can export your products and services list to Excel. Navigate to the products and services list in QuickBooks Online. Directly above the Cost/Action column, you will see three icons (printer, export, settings). Click the middle icon which is the export to Excel option.
The easiest way to increase pricing for all 400 of your products is to use price rules. Price rules is an easy way to create special pricing or to increase or decrease pricing for a range of products. To turn price rules on, go to Company Settings, click on the Sales tab and you should see a Price Rules field. Put a checkmark in the box and save your changes. Follow these instructions to create a price rule:
1. From the Homepage, click on the Gear icon
2. Select All Lists
3. Click on Price Rules
4. Create your price rule
All the best-
Crystalynn Shelton, CPA3 Replies
Marvin HungParticipant6 months, 2 weeks ago
Thanks for the quick response. I have already exported the Products Table.
For my 2nd concern:
There is no price rules on my settings. I went inside the Sales Tab. Under that we have:
Sales Form Content
– Preferred Invoice Item, Preferred Delivery, Shipping, Custom Fields, Custom Transaction Numbers, Service Date, Discount (which I have on “On”), Deposit
Products & Services
– Show Product/Service Column, Track Quantity Price/Rate, Track Inventory on Hand
Is there anyway I can hide the product cost from other users? I noticed the cost information is available in the products page as well as in the reports. The costing information is privy for me only. I am setting up another account for my assistant to make Sales Invoices and view Inventory. I don’t want her to see the costing information.
My Quickbooks Online is the Quickbooks Plus for your background information.
Crystalynn SheltonParticipant5 months ago
Hi Marvin, I’m glad you were able to export your product list to Excel. If you have the Plus version of QBO and you don’t see price rules there then it’s probably being rolled out to existing subscribers in groups. You could contact the Intuit support team and ask them when you can expect to gain access to price rules. The easiest way to contact them is to log into your QBO account and click on the help menu. There should be an option to start a chat with a support rep as well as a telephone number listed so that you can call them.
As far as restricting access for users, there are different levels of access that you can give in QBO. However, I haven’t seen anything as granular as what you are proposing which is no visibility to costs. I can tell you that if you expect your assistant to create invoices and access inventory, there is no way to restrict her from having visibility to the costs if you have entered it into QuickBooks. If you were setting up an employee who just needed to enter their time, yes that is probably the most restrictive access available in QBO Essentials and Plus.
There is a new version of QBO called QBO Advanced. I’m still learning about it myself but it might have the capability that you are looking for. Again, you will need to contact the Intuit support team to find out.
For more insight into the user access levels available in QuickBooks, check out this tutorial: How To Set Up Multiple Users in QBO.
Crystalynn Shelton, CPA3 Replies