Items are products or services your company buys or sells. In Method:CRM, items appear as "lines" on transactions like estimates, invoices and sales orders. Items can be created in both Method:CRM and QuickBooks, and will sync to each other.

Items can refer to:

  • products or services your company buys, sells or resells
  • additional charges, discounts or sales taxes

In QuickBooks Online, items are called Products and Services. In QuickBooks Desktop, items are called Items.

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