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Products, Services, and Inventory Class


Course
Alicia Pollock
For information on how to enroll in this course, click below.
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Learn to use Intuit’s QuickBooks Online Products and Services list to track your services, product line, sales, inventory management, and cost of goods sold.

Class Description

Products and Services in QuickBooks Online lists your small business’s product line, and the services offered to your customers. QBO also has inventory management accounting. Learn to use Intuit’s Products and Services list to track your sales, inventory assets,and cost of goods sold.

 

Set up a list of the services you provide and/or the products you sell. Add them to your Invoices and Sales Receipts to show customers what they paid for. Manage Inventory. Run reports to find out your best-selling products and services that make you the most money.

Instructional Level

Beginning through Advanced

Class Length

2.5 hours

Class Credits

2 CPE, Certificate of Completion

Prerequisites

  • Our QuickBooks® Online Fundamentals course, or
  • Prior QBO® experience.

Who should take this class?

  •   Business owners and employees who maintain their company’s financial records
  •   Students and job-seekers will boost their employment marketability
  •   Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
  •   Seasoned users looking to glean essential nuggets of information to make using QuickBooks® easier and faster than before
  •   Bookkeepers and Accountants who wish to brush up on their skills

 

What You’ll Learn

  • Defining Income accounts in the Chart of Accounts
  • Setting up your Services list
  • Setting up your Products list
  • Selling services to your customers
  • Using Invoices and Sales Receipts
  • Using Purchase Orders to buy products for resale
  • Managing Inventory
  • Running Reports to show your best-selling services & products, and profit margins by revenue stream and customer

 

Watch it again later

A recording of the webinar will be added to this course in two weeks so you can review it at your convenience.

 

Can't make this class?

Click here to watch the videos right now!

Here is the course outline:

1. Where to take the class

Saturday, October 12, 1pm to 3pm PST. Click the links below for instructions.

Please let us know how you will be attending!
How to connect to the Zoom webinar
Where to attend in person

2. Download the Handout

Download the handout that goes with the course.

QuickBooks Products, Services, and Inventory Class Handout

3. Watch the Videos: Products, Services, and Inventory

Set up a list of the services you provide and/or the products you sell. Add them to your Invoices and Sales Receipts to show customers what they paid for. Manage Inventory. Pay Subcontractors. Run reports to find out your best-selling products and services that make you the most money.

Setting Up QBO for Sales
Buying your Products
Price Rules
Selling Your Products and Services
Paying for Subcontracted Services
Managing Inventory
Product Profitability Reports

4. Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

Quiz: Products, Services, and Inventory Completion requirement

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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