Setting Up Products and Services

Accounting Help

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Setting Up Products and Services


When you create and send invoices to your customers, you will add the products and/or services that you charge to customers as items on the invoice.  You can add new products/services “on the fly” while you are creating an invoice, or go to the Products & Services page to set up your list of items.

To manage your products or services:

Accounting > Receivables  > Products & Services

To add a product or service:

  • Click “Add New.” A set of blank fields will appear.
  • Enter a Description for the product or service, up to 40 characters.  Note this description cannot be changed once you use the product/service on an invoice.
  • Enter an optional Default Price for the product/service. You’ll be able to change the price on an invoice if needed.
  • Select an optional “Per” item unit of measurement.
  • If this product/service is subject to sales tax, check the box. For more information on setting your sales tax rate, see Setting Up Sales Tax.
  • Select the Income Account for this product/service.
  • Click Save.

To edit a product or service:

  • Click the name of the product/service you want to edit.
  • You may only edit the description of the product/service if it has not been used on an invoice.  Otherwise, you can inactivate the product and add a new product with the new name.
  • By default, this product/service will be active, which means it can be selected when you create a new invoice. You can edit and uncheck the “Active” box if you no longer use this product/service.
  • Make your changes, and click Save.

To delete a product or service:

  • You may only delete products/services that have not been used on an invoice.
  • Click “Delete” in the row of the product/service you want to delete.
  • Click Yes to delete.

To export products or services

  • You can export all products or services that are added in the software by going to Accounting > Receivables > Products & Services.
  • Click the Download Spreadsheet link to get a CSV of the products & services displayed on your screen.

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