Adding Products and Services to QuickBooks
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Importing your products and services
Importing products and services into QuickBooks is quick and easy. You can either add this information manually or you can import a spreadsheet. QuickBooks will automatically add your data. We’ll walk you through both methods.
Download the Sample Excel File
To get QuickBooks exactly what it needs to set your data up right, download the sample Excel file and take a look at it.
Organize Your Spreadsheet to Match
Make sure your column titles and the order of your columns match what’s in the sample file. Then, once it’s ready, click Browse and open your spreadsheet.
Map Your Spreadsheet to QuickBooks Fields
Now, for each of the QuickBooks fields on the screen, choose one of your Excel columns. That column’s contents get imported into that QuickBooks field.
Review Your Data
Now you see all your data and where it’s going into QuickBooks. Make any changes you need and then click Import.
Enter a Single Product or Service
Now try entering a single product or service into your account. Just go to Products and Services and then click New.
Select the Type of Product or Service
Is this an inventory product or a non-inventory product? Is this a bundle of products in a service? Select the type that applies.
Enter the Product's or Service's Details
After you’re done filling in the information, be sure to click Save and Close.