Add Service Information

From the home screen, click on the Gear Menu. Beneath the column heading labeled “Lists,” select the All Liststab.

On the Lists screen, choose Products and Services.

On the Products and Services menu, click New.

In the Product and Service Information window, add any and all information you want to include about the service you’re adding to QuickBooks.

At the bottom of the window, choose an appropriate Income Amount from the dropdown menu options. Remember that the account you are choosing isn’t a bank account. It’s a bookkeeping account that goes up every time you sell this service, and that appears on your Profit and Loss report at the end of the year.

Once you’ve selected your account, click Save and Close.

Now you can enter this service into invoices and sales receipts.

If you already have spreadsheets that contain information about the services you provide, you can import that data into QuickBooks. Go to the Gear icon, and beneath the column heading labeled  “Tools,” click on Import Data.

On the Import Data screen, choose Products and Services at the bottom of the list.

On the Import Products and Services screen, click on Download a sample file.

To get QuickBooks exactly what it needs to set your product data right, take a look at the sample Excel file by retrieving it from your downloads folder and opening it up.

Open the spreadsheet that contains the data you want to import, and reconfigure the column titles and orders like the one found in your downloaded sample sheet.

Back on the Import Products and Services page, click Choose File.

Find your Excel sheet and select it to upload. Click Continue to proceed.

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.

Once you’ve matched all the applicable columns, click Continue.

On the Review Data tab, make sure that the box on the left is checked for every item you want to import into QuickBooks. Click Import Records, and you’re done!

Now your service data is entered into QuickBooks, so you can start recording sales.