You can import price level lists from text files or from Excel spreadsheets directly into QuickBooks using the
Zed Axis software.
- Download and install the Zed Axis software on your computer
- 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.
- Set up the a Mapping of the columns in your price level list import file to the corresponding fields in QuickBooks.
- Click Import and your price level lists will be directly added to your QuickBooks company file.
For more information about importing price level lists into QuickBooks, search the Knowledge Base, watch the movies in the Learning Centre, or raise a ticket with Zed Support. View a sample price level import file
The following fields are the principal fields when importing price level lists into QuickBooks
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Field
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Type
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Name
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STRTYPE
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The case-insensitive name of the price list
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ItemRefFullName
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STRTYPE
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ItemRef can refer to an item on any Item list
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Custom Price
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Pricetype
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When you create a price level, you have the option to create it with a custom price that is either a fixed amount (CustomPrice)Alternatively, instead of a flat custom price or discount, you could apply a price discount based on either the current custom price, the standard price of the item, or the cost of the item.
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AdjustPercentage
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Percentage
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If you don't want to apply a custom price (for price levels) or custom rate (for billing rates), you can apply an adjusted price discount using the pair of fields AdjustPercentage and AdjustRelativeTo (AdjustBillingRateRelativeTo for billing rates). 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 item's current custom price) in the AdjustRelativeTo fieldTo field.
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%.
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AdjustRelativeTo
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ENUMTYPE
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When you create a price level, you have the option to create it with a flat custom price (flat amount or percentage) or you could apply a price discount based on either the current custom price, the standard price of the item, or the cost of the item. You specify the price discount in the AdjustPercentage field and the price to be discounted (standard item price, item cost, or the item's current custom price) in the AdjustRelativeTo fieldTo field.
Possible Values: StandardPrice, Cost, CurrentCustomPrice
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| CurrencyRef |
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CurrencyRef should only be used with "per item" price levels. |