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Create a report of customers and their associated price levels

QuickBooks Desktop reports do not have an option to display Customers and their associated Price Levels. This article provides steps so you can work around this

Detailed instructions

To see the price level field:

  1. From the Lists menu, click Add/ Edit Multiple List Entries.
  2. In the Add/ Edit Multiple List Entries window, click the List drop-down and choose Customer.
  3. On the right hand side, click Customize Columns,
  4. In the Available Columns, scroll down and select Price Level then click Add.
  5. With the Move Up button, arrange the columns so the Price Level is next to the Name or Job column.
  6. Click OK.
  7. Edit the information in the Price Level column as needed then click Save Changes.


To print or export price level reports:

  1. Create an export IIF file and open it in MS Excel.
    1. Export your Customer List to your desktop.
      1. From the File menu, select Utilities > Export > List to IIF Files...
      2. In the Export screen, put a checkmark on Customer List then click OK.
      3. Assign a file name and choose Desktop for the file location.
      4. Click Save.
    2. Browse to your desktop.
    3. Right-click the export file and choose Open with.
    4. Select Excel and the file will open in Excel.
  2. Finding the information you need.
    1. In the Excel spreadsheet, scroll down Column B until you see the word NAME in a cell.
    2. The customer names will be listed in the cells below.
    3. Scroll across the spreadsheet in the same row where the NAME cell was found.  At the end of the row you will see PRICE LEVEL.
    4. Listed below are all the Price levels associated with these customers.
  3. Clean up the Spreadsheet.
    1. Delete (or hide) the rows above the row where the NAME and the PRICE LEVEL cells were found.
    2. Delete any other columns in between NAME and PRICE LEVEL that you do not wish to see in your report.
  4. When saving the file.
    1. Excel will give you a message: [File Name] may contain features that are not compatible with Text (Tab delimited). Do you want to keep the workbook in this format?
    2. Select Yes.
KB ID# HOW15971
4/27/2017 11:36:19 AM
QYPPRDQBKSWS09 9138 Pro 2017 ba4d22