Price Levels in QuickBooks can be helpful for those business that want to charge different prices to different subsets of their customers. You can read more on the Intuit Community. It is not uncommon for businesses to have a few different price levels. If you take a look at the sample file below typically Transaction Pro Importer is looking for the price level name to be repeated on each line with the corresponding item (see below).
But often times small businesses will have separate columns for each price level. So the question is how would you map that. We will be creating three separate mappings for each of the price levels in the file below.
Lets assume that this price level is a fixed price import so on the Transaction Pro Importer mapping screen you will need to type in values in the Static Value/Formula column for the following fields below. What this will do is repeat the same values on every line of your import file.
- For the Name field type in the Price Level Name from QuickBooks
- For the Type field type in the value, PerItem
For more information on all the fields on the Transaction Pro Importer mapping screen please review this prior blog post.
Then you will map the following Import File Columns:
- Custom Price
An example of what the completed mapping screen will look like is below.
After the mapping is completed you will select next at the bottom of this screen. What you will then see is even though your import file did not contain the Name or the Type columns because we typed values in the Static Value/Formula column on the mapping screen these values are repeated on all lines in the import file.
Once you have imported the Commercial Price Level List you can create different maps for the other two remaining price levels. What you will do is adjust what is mapped to the Name and the Custom Price Fields. Below is what the mappings will look like.
The Industrial Price Level Map will look like the screen shot below.
The Retail Price Level mapping will look like the screen shot below.
Advanced Tip: You can create an unlimited number of Transaction Pro Importer maps. Just select Save and provide a name for your map file. You can see where the map file is saved at the top of the Transaction Pro Importer mapping screen in red.
We hope this helps. Any mapping questions feel free to post below or reach out to us.