How to Use Products & Services in QuickBooks Online?

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How to Use Products & Services in QuickBooks Online?

Use Products & Services in QuickBooks Online – Products and Services list contains the items your business offers. For these items to display on your invoices and other sales forms, the products, and services preference must be turned on. You also can add items to includes a list of all the items you sell, edit item details as needed, and also run the various products or services reports.

Use Products & Services in QuickBooks Online

Use Products & Services in QuickBooks Online

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Turn on products and services preferences

  • From the Top, Click on the Gear icon then > Account and Settings (or Company Settings).
  • After that Choose Sales then go to the Products and services section and click on the pencil icon.
  • Click and mark to Show the Product or Service column on sales forms box.
  • Now Choose to Save then Done.

Create products and services

  • At the top of the list, Click on the Gear icon then > Products and Services.
  • Select new from the Products and Services window.
  • After that Choose the product or service type.
  • Then you have to enter new product or service information and then choose to Save and close.
  • You can import products and services if you have an existing list of items

Edit product/service details

  • From the top click on the Gear icon then > Products and Services.
  • Now search for the product or service then choose edit from the Action column.
  • After that, you have to Update the product or service information and then choose the Save and close.
  • Be aware of that you will be prompted to update the transactions when you edit an item associated with a recurring transaction.

You can change product and service from one item type to another except for Bundle and Inventory items. You can also change the account associated with a product and service item.

Run and customize products/services reports

  • Select Reports from the left menu.
  • Type Product or Service In the Enter report name field.
  • Select a specific report then customize it as needed.

Related Queries –  QuickBooks Support

  • QuickBooks online products and services list
  • How to add products to QuickBooks online
  • QuickBooks online product categories
  • How to edit product/services in QuickBooks online
  • What is a service item in QuickBooks
  • QuickBooks desktop products and services
  • How to setup products in QuickBooks
  • QuickBooks tutorial

If you wish to fix all these queries then call the QuickBooks Support for assistance. Also, when you place a call at our toll-free number, we redirect your call to one of our skilled technicians. Furthermore, the technician takes your issue and helps you fix it. Call now for QuickBooks Support at +1-(844) 673-7300 (US/CA) or 020 8123 1772 (UK).

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