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Create items for services you sell or buy

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

You can also set up a service item "on the fly" as you need it. More...

For example, if on an invoice you enter the name of an item that has not been set up, QuickBooks will ask you if you'd like to set the item up. You can set it up then without leaving the invoice.

These instructions tell you how to add service items one at a time. Follow these steps if you are new to QuickBooks. Otherwise, you can use another window to add or edit multiple service items and paste from Excel.

To do this task

  1. Go to the Lists menu and click Item List. Shortcut

  2. Click Item at the bottom of the list and click New.

  3. In the New Item window, click the Type drop-down arrow and then click Service.

    Important: 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. (Optional) If unit of measure is available, assign a unit of measure.

    "Assign a unit of measure to a new item" goes here
  7. Enter a description.

    This description will display on the sales and purchase forms. If the description varies, you can leave this field blank, set up a separate item for each possible description, or enter the most common description and change it on the sales or purchase forms as necessary.

  8. Enter a rate for the service.

    The amount can be either a flat fee or an hourly rate. If you purchase this service, enter the vendor's rate. If you sell this service, enter the rate you charge your customers. If the rate varies, you can leave this field blank, set up a separate item for each possible rate, or enter an estimate and change it on the sales or purchase forms as necessary.

  9. (If you charge sales tax) Click the Tax Code drop-down arrow and choose the sales tax code you want to assign to this service item.

    Note: The Tax Code option doesn't appear if you haven't set up QuickBooks to charge sales tax.

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

  11. Click the Account drop-down arrow and choose an income account for sales and an expense account for purchases.

    If none of the income accounts is a good match, create a new one by choosing .

  12. Save the item.

See also

KB ID# H_ITEM_CREATE_SERVICE
12/11/2016 3:53:02 AM
QYPPRDQBKSWS05 9138 Pro 2017 3bc0ca