Creating items for services you sell or buy

add item; add item

create item; create item

Service items can include professional fees or labor that you charge for or pay for. For example, you may charge clients for your consulting time, but pay for janitorial services.

If you charge for and pay for the same service

To create a service item

1. From the Lists menu, choose Item list .

2. From the Item menu button, choose New.

3. In the Type field of the New Item window, choose Service.

   You cannot change a service item to another item type.

4. Enter an item name or number.

   What you enter here appears on the drop-down list of items when you are filling out a sales form or purchase order. Enter a name or number that will help you distinguish this item from all the others on the list.

5. If this item is a subitem of an existing service item, select the "Subitem of" checkbox and specify the parent item's name. See Creating subitems.

6. Enter a description.

   This description will display on the sales and purchase forms.

7. Enter a rate for the service.

   The amount can be either a flat fee or an hourly rate. Leave the field blank if this rate varies. If you purchase this service, enter the vendor's rate. If you sell this service, enter the rate you charge your customers.

8. (Sales only) If you don't charge sales tax for this item, choose Non from the sales tax code field.

9. Click Custom Fields to fill in any custom fields that apply to this item.

10. In the Account field, enter an income account for sales or an expense account for purchases.

11. Record the item.