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Level 1

Professional Services - Using Items

Hi. We are an architecture firm and currently don't use any items. Is there a better way to job cost by utilizing the items tab and lists instead of services? 

2 Comments 2
Level 2

Professional Services - Using Items

What version of QB are you using?   How do you invoice if you don't use Items (Products & Services)?

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Professional Services - Using Items

Hey @slc813,


Good question. Generally, people use service items to record services they sell to stay organized (i.e. keep items categorized accurately).


What's the thought behind switching them to non-inventory items? The data forms for each are nearly identical, so there isn't any additional data you could pull by switching and service and non-inventory items both show up on the Products and Services list. I wouldn't want you to have to recreate your list unnecessarily if there isn't a clear advantage. 


We wrote a quick guide for adding items to lists that might be helpful, check it out and let us know your thoughts behind organizing services as items. 

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