QBO Products and services

Finance Clipboard
Financial Systems
QBO User Guide
Credit Card Info
Recording Sports Connect Deposits
QBO Checklists
Sales and Use Tax
Outside Paid Services
1099 User Guide
Key Information for Treasurers
Other Treasurer Responsibilities
AYSO Direct System Links

QuickBooks uses Products and services to aid in creating invoices. When the invoices are created and/or paid, the product or service listed on the invoice determines where the revenue is categorized.

You only have to create a product or service once. After you create them, you can add them to sales forms as many times as you need.

1. Go to Sales, then select Products & services
2. Select New.
3. Select Non-inventory or Service.
4. Enter a Name for the product or service - You want these to be the generic version of what you invoice for. Specifics can be added to the description. For example, if you are billing for the 2025 Turkey Tournament, your Service could be "Tournament Fees" and the Description can later detail which one. This saves you from having to create new products and services every time.
5. From the Category ▼ dropdown, select the category that best describes your product or service.
6. If you sell the item, confirm the checkbox is selected for I sell this product/service to my customers.
7. In the Description on sales forms field, enter a description. This is what your customers will see on their sales form.
8. Enter an amount in the Sales price/rate field. Note: If you charge a variable rate for services, you can leave the Sales price/rate field blank. Then add the price when you fill out the invoice or sales receipt.
9. Select the account you want to use to track the sale from the Income account ▼ dropdown. Tip: Create a different Service for each Income Category you invoice for.
10. In the Sales tax section, sales tax is applied by default based on location. For more specific options, or to make the product or service nontaxable, select Edit sales tax. Then do one of the following, depending on the product or service:
    1. If the product or service is tax-exempt, select Nontaxable. Then select Done.
    2. If the item has a special tax rate, use the Search field or Browse all to find and select a more specific product or service type. Then select Done.
11. When you're done, select Save and Close.

Now you can add the product and service to your invoices, sales receipts, expenses, and other sales forms. You can also track it on your financial reports.

AYSO is always here to help with your region's finances. Email us at finance@ayso.org. See the Support page for other ways of getting help. Can't find a topic? Send us your needs or suggestions at support@ayso.org.