QuickBooks Online Tip: Get Your Products and Services List Right

quickbooks
Written By Kyle Padberg

Do you sell products, services, or both? If you’re using QuickBooks Online, your Products and Services List is the backbone of your sales process.

Every invoice, sales receipt, or quote should include items from this list so it’s important to set it up correctly from the start.

  • New to QuickBooks Online? Begin by creating your Products and Services List to match what you actually sell.

  • Already using QBO? Take a few minutes to review your list and make sure it still reflects your current offerings.

A well-organized list helps keep your sales accurate, simplifies bookkeeping, and improves reporting.

Need help setting up or cleaning up your Products and Services List the smart way? Let’s chat!

BookWise Bookkeeping

Phone 314-325-2478
info@bookwisestl.com

Kyle Padberg
Previous

Don’t Let Vendor Setup Become a Year-End Headache
Next

What We Do as Bookkeepers (in Plain English)