Add Service Information

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Enter your first service.

Click Invoicing or Sales, then Products/Services. Click Add product or service.

Select Services.

Enter the service information.

Fill in the information about the service, such the name and a description. Click Save and close.

You can also import a spreadsheet of services information.

Organize your spreadsheet to match the format shown below. Be sure your column titles and the order of your columns match this example.

Start the import process.

Click New, then Import.

Click Browse and open your spreadsheet.

Map your spreadsheet data to QuickBooks fields.

Now comes the interesting part — 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 needed. Then click Import.