PC.2.B.6 - The Products and Services List
- 13 steps
Fast & Easy QBO
QuickBooks
The Sample Company
1
To complete this exercise, you must be in the Sample company. To get into it, click on the Gear icon on the top right corner of the screen, then select Sample company.
Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
Hands On Practice
Now let's get started with the exercise. First, we'll need to navigate to the Products & Services list. There are several ways to get there. This is just one.
2
From the left navigation bar, hover over Sales, then select "Products & services".
Next, we'll add the new product/service. As a reminder:
- The new item is for Driveway Installation (use this for both the product name and the description)
- It’s a service the client offers that maps to the Services income account
- The category is Landscaping
- The price is $500 (this will be the day rate)
- The product doesn’t have sales tax
3
Click "New".
4
Click "Service".
5
In the Name field, type "Driveway Installation".
6
In the Category field, select "Landscaping".
7
In the Description field, type "Driveway Installation".
8
In the Sales price/rate field, type "500".\
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*The Income account field should already have Services selected.*
9
In the Sales tax section, click "Skip".
*You may need to click Skip twice.*
10
In the Sales tax section, click "Edit sales tax".
11
In the Other options section, click the "button" next to Nontaxable.
12
Click "Done".
13
Click "Save and close".
The new service item, Driveway Installation, is now on the Product & Services list and available for use on sales forms.
