Products and Services Updates Needed
Three things would make products and services more useful
Vendor specific pricing (ie: I buy OC shingles from ABC at one price and Beacon at a different price) I'd prefer to not add the same product multiple times for different vendors
Ability to bulk update pricing and products, purchase prices change very often (ie a CSV or Excel downloadable and uploadable file)
Sub categories for products (shingle colors, boot sizes, etc)
Leighton Ross commented
In the concrete industry some of these suggestions would work as well.
For vendor specific pricing, we just price everything for the highest vendor due to scheduling. If we tried to estimate projects and price them for the exact vendor we would end up low-balling half our jobs, though this would be nice on the back-end as a supplement to the budgeting feature.
Bulk edits would be nice, but first Quickbooks Online really needs to be fully integrated. Next, I completely disagree with the download as a CSV or Excel file ... specifically because of the issues that we have experienced syncing with QB online. I would hate to have to troubleshoot that process all over again. No, it would be much easier if edits could be made to products and services using an editable table view. That way, I could review a list of products/services and their settings and edit them as I go without having to jump in and out of pop-up windows.
Again with subcategories- it would me much more useful if QB online would sync all functions of the product/service catalog (income account, expense account, category, and class)
Krista Adams commented
I am going through our list of products/services right now and these suggestions would save me so much time.