Using Products and Services in QuickBooks Online

To use Products and Services in QuickBooks Online, you first need to ensure the feature is enabled and then add your items to the list.

Turn on Products and Services

1. Select the Settings gear icon.
2. Select Account and settings.
3. Select the Sales tab on the left.
4. In the Products and services section, select Edit.
5. Check the box for Show product/service column on sales forms.
6. Select Save and then Done.

Add a Product or Service

1. Select the Settings gear icon.
2. Select Products and Services.
3. Select New to add an item.
4. Choose the type (Service, Inventory, Non-inventory, or Bundle).
5. Fill in the necessary details (Name, Description, Rate, Income account, etc.).
6. Select Save and close.

Edit a Product or Service

1. Select the Settings gear icon.
2. Select Products and Services.
3. Find the item you want to change in the list.
4. Select Edit from the Action column.
5. Update the information as needed.
6. Select Save and close.

Note: If the item is used in recurring transactions, you may be prompted to update those transactions as well.

Use Products and Services on Transactions

When you create an invoice, sales receipt, or expense, the Product/Service column allows you to select items from your list. This automatically populates the description and rate.

Run a Product/Service List Report

To see a customizable view of your list:

1. Go to the Reports menu on the left.
2. In the search field, type Product/Service List.
3. Select the report to view it.