Set up products and services | Get started tutorial

How to set up products and services

It’s easy to keep track of sales (by product or service) and send invoices when you set up a Products & Services list. Find out how.

Benefits include

  • Efficiently record sales by product or service.
  • Easier to send invoices.
  • Determine what information is included on sales receipts, invoices and estimates.

Step-by-step guide

Step 1 of 3

  • Select Sales from the left hand navigation bar. Click the Products and Services tab and choose the Add a Product or Service option.
How to set up products and services

Step 2 of 3

  • Select the type of product or service you want to set up.
step 2 image

Step 3 of 3

  • Complete the Product/Service name, SKU and category.
  • The Sales information is what will show to a customer when you send an invoice or sales receipt.
  • Enter the sale price/rate or leave blank if it differs from sale-to-sale.
  • The income account is the category QuickBooks will use to categorise the income when you enter a sales transaction.
  • Click save and close.
Step 3 image

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