Over the years, I have worked with many businesses that rely on a "price book".
These books are usually well-worn compilations of everything the business sells, and the selling prices for those items. Sometimes, there is additional information included in the book such as descriptions, measurements, and more.
Many times, these price books are compiled in Excel or some other place outside of QuickBooks.
CAN QUICKBOOKS CREATE A PRICE BOOK?
Assuming that the needs of your business are rather basic in this regard, then QuickBooks can easily provide one.
Here is how I would create it:
- Click Reports > Lists > Item Listing - a report of all active items in your QuickBooks item list will appear.
- Click the Customize Report button in the upper left hand corner of the report, where you will see the following:
- Display - here is where you can select the columns that you'd like to see in your book/report
- Filters - here is where you can select what shows up in the book/report - for example, all inventory parts, all non-inventory parts, etc.
- Header/Footer - here is where you can rename this item list report to something more meaningful, such as "ABC Company Price Book"
- Fonts and Numbers - this is where you can change the font style, size and much more
Using all of the above options, here is how a sample price book could look in QuickBooks:
Naturally, you can export this report to Excel as well for even more customization if desired. Once you create this report, be sure to memorize a copy so you have easy access to this same report in the future and don't have to rebuild it from scratch!
MORE QUICKBOOKS TIPS AND TRICKS...
- Know your backlog with the open sales order report in QuickBooks
- Can I have additional invoice calculations other than quantity * price in QuickBooks?