I can help you set up your line items in QuickBooks Online, Arnold. Allow me to share the detailed steps to guide you thoroughly.
In QuickBooks Online, you can enter your product and services to add them as an item on your sales forms. Let me guide you on how.
- Head to Sales, then Products & services.
- Click on New and choose either the product types that fit your item.
- Key in the Name, then provide the SKU if necessary.
- Select the appropriate category from the Category dropdown.
- Enter short details and the amount of your item in the Description on sales forms and the Sales price/rate field.
- Choose the account used for tracking your sales in the Income account dropdown. You can also add one by clicking on + Add new.
- The default sales tax calculation is based on location, which you can see in the Sales tax section. You can Edit sales tax for more options.
- Once done, click on Save and Close.
After that, you can refer to this article once you're ready to add these items to your sales forms: Create invoices in QuickBooks Online.
On the other hand, we can only guide you on the setting up process here in the Community. Therefore, I recommend contacting the provider of the connector you're using for assistance mapping invoice line items from Airtable through Pabbly. They can provide all the relevant information and suggestions which meet your business needs.
Moreover, consider scanning these resources to gather ideas on receiving customer payments depending on your preferred payment methods:
We're always around if you have other queries setting up and managing your sales items in QuickBooks Online. You can click the Reply button or add a post directly to the Community page.
