Add Product Information
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Read step-by-step instructions
Create a New Product
On the Lists screen, choose Products and Services.
Navigate to the All Lists menu
From the home screen, click on the Gear Menu and beneath the column heading “lists” select the All Lists tab.
Then, on the Products and Services menu, click New.
Add Information About Your New Product
In the Products and Services Information menu window, fill out the form, adding any sales and account information you want to include with your new product listing.
At the bottom of the window, choose Sales of Product Income from the Income Account options.
Once you’ve filled out your product information and selected the appropriate income amount, click Save and Close in the lower right.
Now you can enter your new product into invoices, sales receipts, expenses and more.
Navigate to the Import Data Screen
If you already have spreadsheets with your product info, you can import that data into QuickBooks. Go to the Gear icon beneath the column heading labelled “Tools,” and click on Import Data.
Select Products and Services Tab
On the Import Data screen, choose Products and Services at the bottom of the list.
Download Sample File
To get QuickBooks exactly what it needs to set your product data right, download the sample Excel file and take a look at it. On the Import Products and Services screen, click Download a sample file.
Retrieve the sample Excel file from your downloads folder and open it.
Reconcile Your Spreadsheet With the Sample Excel File
Open your pre-existing spreadsheet in Excel, and match the columns on your spreadsheet to the columns in the downloaded sample. Both the titles and the order of the columns are important to match here.
Select the File that Contains the Data You Want to Import
Back on the Import Products and Services page, click Choose File, find your Excel sheet and select it for upload. Once you’ve selected your file, click Continue to proceed.
Map Fields
On the Map Fields tab, use the dropdown menus to match your Excel columns so that each column’s contents will be imported into the corresponding QuickBooks field.
Click Continue once you’ve matched all the applicable columns.
Review Data and Import
On the Review Data tab, make sure that the box on the left is checked for every item you want to import into QuickBooks. Once you’re done, click Import Records.
Now your product data is entered into QuickBooks, so you can start recording sales and expenses.
