This item type is used for services your company either charges a customer for, or purchases from a vendor.
To add this as an item, you will need to add a new item within the Items app, and choose Service.
If you do not see the Items app, you will need to get access permission for this app from your administrator. The Items app is found in the Accounting Lists Pack.
Note: Adding a Service Item type differs depending on whether you use QuickBooks Desktop or QuickBooks Online. Both are outlined below in their respective sections.
QuickBooks Online - Adding a Service Item Type
When you select Service, you'll be taken to the New Item Screen. The fields are described below.
Field | Description |
Item Name/Number | Identify the service by name or by number. |
Category | Choose the item category. |
Income Account | Choose account associated with the customer payment. These options are synced from QuickBooks. |
Service Item - Sale
Field | Description |
| When checked, the Sales fields will show up. |
| Allow your customer to reorder this item on their customer portal. (Not visible unless Reorders are enabled in the Opportunities App preferences). |
Sales Description | Include descriptions of what will be sold. |
Prices are | Choose whether or not prices are:
|
Sales Price Inclusive | Amount charged for item, which includes the tax. Only appears if Inclusive of Tax is selected. |
Sales Price | The amount your company charges for this item. |
Sales Tax Code | Tax code for this sales amount. |
I sell this service to my customers
Service Item - Purchase
Field | Description |
| Flags this record in QuickBooks as being purchased from a supplier and makes the purchase fields visible. |
Purchase Description | Include a description of what item was purchased. |
Costs are | Choose whether or not costs are:
|
Purchase Cost Inclusive | Price of item purchased, which includes the tax. Only appears if Inclusive of Tax is selected. |
Cost | The price of the item purchased from the vendor. |
Expense Account | Choose account associated with this purchase. These options are synced from QuickBooks. |
Purchase Tax Code | Tax code for this purchase. |
QuickBooks Desktop - Adding a Service Item Type
When you select Service, you'll be taken to the New Item Screen. The fields are described below.
Field | Description |
Item Name/Number | Identify the service by name or by number. |
Subitem of | Choose an existing item to associate with this item from the drop down list (e.g. "cleaning out gutters" might be a subitem of "landscaping"). |
Unit of Measurement | How is your service measured (for example, hours, days, etc.)? The options in this drop down list comes from QuickBooks. |
Income Account | Choose account associated with the customer payment. These options are synced from QuickBooks. |
Service Item - Sale
Field | Description |
| Allow your customer to reorder this item on their customer portal. (Not visible unless Reorders are enabled in the Opportunities App preferences). |
Sales Description | Include descriptions of what will be sold. |
Sales Price | The amount your company charges for this item. |
Sales Tax Code | Tax code for this sales amount. |
Service Item - Purchase
Field | Description |
| Flags this record in QuickBooks as being subcontracted out to a third party and makes the purchase fields visible. |
Purchase Description | Include a description of what item was purchased. |
Cost | The price of the item purchased from the vendor. |
Preferred vendor | The vendor from whom you most commonly purchase this item. The list is synced from your QuickBooks account. |
Expense Account | Choose account associated with this purchase. These options are synced from QuickBooks. |
Save, Delete, and Inactivate Buttons
When adding or viewing a Service Item, the following buttons are available.
Button | Description |
Make Inactive | Mark the item as Inactive. It will no longer show up in the list when active items are being shown. |
Delete | Permanently remove the item. This cannot be undone. This button only shows if the item hasn't been used in a transaction. |
Save ( | Save button menu. Options below: |
Save | Save the item. |
Save & New | Save the item and clear the screen for a new item. |
Save & Back | Save the item and go back a screen. |
):