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Mastering QuickBooks 2021

You're reading from   Mastering QuickBooks 2021 The ultimate guide to bookkeeping and QuickBooks Online

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Product type Paperback
Published in Jan 2021
Publisher Packt
ISBN-13 9781800204041
Length 414 pages
Edition 2nd Edition
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Author (1):
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Crystalynn Shelton Crystalynn Shelton
Author Profile Icon Crystalynn Shelton
Crystalynn Shelton
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Table of Contents (26) Chapters Close

Preface 1. Section 1: Setting Up Your Company File
2. Getting Started with QuickBooks Online FREE CHAPTER 3. QuickBooks Online Advanced 4. Company File Setup 5. Migrating to QuickBooks Online 6. Customizing QuickBooks for Your Business 7. Managing Customers, Vendors, Products, and Services 8. Section 2: Recording Transactions in QuickBooks Online
9. Managing Sales Tax 10. Recording Sales Transactions in QuickBooks Online 11. Recording Expenses in QuickBooks Online 12. Reconciling Downloaded Bank and Credit Card Transactions 13. Section 3: Generating Reports in QuickBooks Online
14. Report Center Overview 15. Business Overview Reports 16. Customer Sales Reports in QuickBooks Online 17. Vendor and Expenses Reports 18. Section 4: Managing Employees and Contractors
19. Managing Payroll in QuickBooks Online 20. Managing 1099 Contractors in QuickBooks Online 21. Section 5: Closing the Books and Handling Special Transactions
22. Closing the Books in QuickBooks Online 23. Handling Special Transactions in QuickBooks Online 24. Shortcuts and Test Drive 25. Other Books You May Enjoy

How to import products and services in QuickBooks Online

Similar to customers and vendors, you can import a products and services list in QuickBooks. This can save you a lot of time if you have a sizeable list of products or services that you sell. You can import this information from a CSV file into QBO. This template can be found here: https://github.com/PacktPublishing/Mastering-QuickBooks-2021-Second-Edition/blob/main/Chapter06/QuickBooks_Online_Prod%20and%20svs%20import%20template.xls.

Follow these steps to import products and services into QuickBooks Online:

  1. Navigate to the Products and Services list by clicking on the gear icon and selecting Products and Services, as shown in the following screenshot:

  1. Click on the arrow next to the New item button and then click on Import, as shown in the following screenshot:

  1. Click the Browse button to upload the CSV file from your computer, as shown in the following screenshot:

Click on the blue link to download the sample...
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