QBO Tutorial: How to Upload Products & Services
Updated: Aug 7
How many services or products do you offer? Wouldn't it be helpful to know exactly how much you sold of Product X or spent on Product Y? Such knowledge would definitely help you grow your business. Here's a quick blog on how to grow your business with products and services.
Steps to Upload Bulk Products & Services
There's a particular format that is suggested when uploaded to QuickBooks. Here is a sample copy of the Excel template you can use or copy.
Start on the Dashboard page
Click on the Gear icon, on the top right
Under Tools, click Import Data
Select Products and Services
Select the file
Look over to see everything is correct
How to Check Products & Services
Head over to Sales, on the left side
Click Products and Services
Everything should be there!
Here's a video, for a more visual tutorial.
Here's a blog on how to enter bills into Quickbooks.