How to add or import Product/Services into QuickBooks Online!

Adding and importing products and services in QuickBooks Online (QBO) can help you manage your inventory and streamline your accounting processes. Here's a step-by-step guide on how to do it:

Method 1: Adding Products/Services Manually

1. Log in to QuickBooks Online: Sign in to your QBO account using your credentials.

2. Access the Product/Service List: Click on the "Sales" tab in the left-hand menu, then select "Products and Services."

3. Add a New Product/Service: To manually add a new product or service, click the "New" button or the "+ New" button, then choose "Product/Service."

4. Choose the Type: QuickBooks allows you to categorize your products/services as "Inventory," "Non-inventory," or "Service."

5. Fill in the Details:

   • Name/Service Name: Enter a unique name for the product or service.
   • SKU (Stock Keeping Unit): Optional, but useful for tracking inventory.
   • Description: Add a brief description.
   • Price/Sales Price: Set the selling price.
   • Income Account: Select the income account where you want the sales to be recorded.
   • Expense Account: Choose the expense account associated with this product or service.
   • Sales Tax Category: If applicable, select the sales tax category.
   • Track Quantity On Hand: Check this box if it's an inventory item.

6. Save and Close: Click "Save and Close" to add the product or service to your list.

Method 2: Importing Products/Services

If you have a large number of products/services to add, you can import them using a CSV (Comma-Separated Values) file. Here's how:

1. Log in to QuickBooks Online: Sign in to your QBO account.

2. Access the Product/Service List: Click on the "Sales" tab in the left-hand menu, then select "Products and Services."

3. Import Products/Services:

   • Click the "Import" button.
   • Select the "CSV" option from the drop-down menu.

4. Prepare Your CSV File:

   • Create a CSV file with columns for Name, SKU, Description, Sales Price, Income Account, Expense Account, Sales Tax Category, and Quantity on Hand (if applicable).
   • Make sure the CSV file is correctly formatted and all required fields are filled.

5. Upload the CSV File:

   • Click the "Browse" button and select the CSV file you prepared.
   • Map the columns in your CSV file to the corresponding fields in QuickBooks.

6. Review and Confirm:

   • Review the data to ensure accuracy.
   • Click "Next" to confirm the import.

7. Finish Import:

   • Follow the on-screen instructions to complete the import process.
   • Once the import is successful, click "Finish."

Your products and services should now be added to QuickBooks Online.

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