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MAKING CUSTOM TEMPLATE QUICKBOOKS DESKTOP 2016 PRO HOW TO
MAKING CUSTOM TEMPLATE QUICKBOOKS DESKTOP 2016 PRO PRO

Transactions: These are the fields/data points that live inside each transaction, such as Invoices, Bills and Checks.However, there are some really important restrictions to know about, including what I think is most prevailing: QuickBooks can only build a report using data from two types of tables.

MAKING CUSTOM TEMPLATE QUICKBOOKS DESKTOP 2016 PRO PRO

This video lesson is from our complete QuickBooks tutorial, titled “ Mastering QuickBooks Desktop Pro Made Easy v.2021.If you are an experienced QuickBooks ® Desktop (Pro, Premier, Accountant or Enterprise) reports customizer, you know how great QuickBooks is for building custom reports on the fly.

MAKING CUSTOM TEMPLATE QUICKBOOKS DESKTOP 2016 PRO HOW TO

You can watch the following video lesson, titled “ Service Items,” to learn how to create service items in QuickBooks Desktop Pro.

After creating the “Service” item, click the “OK” button to save it into the “Item List.”Ĭreate Service Items in QuickBooks Desktop Pro: Video Lesson.

Then enter the sales information for the service into the “Sales Information” section.

If checked, enter the purchasing information for the service into the fields shown in the “Purchase Information” section.

For services which are purchased and then applied to customer invoices, check the “This service is used in assemblies or is performed by a subcontractor or partner” checkbox to change the fields available.

Select an income account to which you attribute sales of the service by using the “Account” drop-down.

Then select the “Tax Code” for the service.

Then enter the “Rate” for providing the service.

Enter a description of the service to display in invoices and sales receipts into the “Description” field.

Then select the main service item under which the current item should be categorized from the adjacent drop-down.To make this service a subitem of another service, check the “Subitem of” checkbox.Enter a name for the service into the “Item Name/Number” box.In the “New Item” window, select “Service” from the “Type” drop-down.Then select the “New” command from the pop-up menu.To create service items in QuickBooks Desktop Pro, click the “Item” button in the lower-left corner of the list window.To open the “Item List” window, select “Lists| Item list” from the Menu Bar.This lets you use the service item in both purchase and sales forms, if necessary.Īfter creating the “Service” item, click the “OK” button to save it into the “Item List.” Create Service Items in QuickBooks Desktop Pro: Instructions Then enter information used for the sales aspect of the service into the “Sales Information” set of fields. In this case, you enter information for the purchasing aspect of the service into the fields shown in the “Purchase Information” section. If checked, this changes the fields to resemble the ones used when creating “Inventory Part” items. Finally, assign the amount to an income account by using the “Account” drop-down.Ĭreate Service Items in QuickBooks Desktop Pro- Instructions: A picture of a user creating a service item within the sample company file in QuickBooks Desktop Pro.įor services purchased and then applied to customer invoices, like subcontractor labor, you can check the “This service is used in assemblies or is performed by a subcontractor or partner” checkbox to change the fields available. Enter a description of the service to display in invoices and sales receipts into the “Description” field. Then select the main service item under which the current item should be categorized from the adjacent drop-down menu.

If you want this service to be a subitem of another service, check the “Subitem of” checkbox. The fields that appear in the “New Item” window are similar to the ones shown when creating “Inventory Part” items.įirst, enter a name for the service into the “Item Name/Number” box. In the “New Item” window, select “Service” from the “Type” drop-down. Then select the “New” command from the pop-up menu. To create a new service item, click the “Item” button in the lower-left corner of the “Item List” window. You create service items in QuickBooks Desktop Pro by first opening the “Item List” window. This helps you avoid repeatedly typing the same line item information into sales forms. You create service items in QuickBooks Desktop Pro for the services you provide. You can create service items in QuickBooks Desktop Pro within the Item List. Create Service Items in QuickBooks Desktop Pro: Overview