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userelisa1
Level 1

Product /services ( Name ) already added in chart of account. why when in the invoice it will not appear in the product /services list

 
2 Comments 2
LieraMarie_A
QuickBooks Team

Product /services ( Name ) already added in chart of account. why when in the invoice it will not appear in the product /services list

You've come to the right place to get all your products and services added, @userelisa1.

 

You'll have to enter these items on the Products and Services page. I'll guide you how.

  1. Go to the Gear icon and select Products and Services.
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  2. If it's your first time adding an item, click Add a Product or Service. Otherwise, select New.
  3. Select an item type.
  4. Add a name. If you track SKUs, enter an SKU for the product.
  5. From the Category ▼ dropdown, select the category that best describes your product or service. Learn more about item categories.
  6. Select the I sell this product/service to my customers checkbox. If you don't sell the item, you can leave it unchecked.
  7. In the Sales information section, enter a description. This is what your customers will see on their sales form.
  8. Enter an amount in the Sales price/rate field. Note: If you charge a variable rate for services, you can leave the Sales price/rate data field blank. Add the price when you fill out the invoice or sales receipt.
  9. Select the Income account ▼ dropdown and the account you want to use to track the sale.
  10. If you need to track sales tax, select Taxable - standard rate from the Sales tax category ▼ dropdown. If the item has a special tax rate, select Choose a special category and find the best option. 

 

Then, if you want to track how much you spend on a product or service, enter the purchasing information.

  1. Select I purchase this product/service from a supplier.
  2. Add a description. This shows on bills, purchase orders, and other forms you send to suppliers.
  3. Add the Cost. If the price changes, don’t worry. You can still enter the updated price when it’s time to buy supplies.
  4. Select the Expense account ▼ dropdown and then the account you use to track the cost of things you sell.
  5. Select your preferred supplier.
  6. When you're done, select Save and close.

 

Once you've added all your items, these will appear in the Products/Services drop-down list in your invoice. You can also find these instructions from our guide on adding product and service items to QuickBooks Online. It also includes more insights about tracking and managing your items.

 

If you need to add the company's accounts, enter them in the Chart of Accounts list. Refer to this article for more info: Learn about the Chart of Accounts in QuickBooks.

 

I'm only a few clicks away should you need further assistance. Have a great day!

userelisa1
Level 1

Product /services ( Name ) already added in chart of account. why when in the invoice it will not appear in the product /services list

Thank you. Done.