top of page

Complete Guide to Save Products in QuickBooks Online

  • Writer: ron son
    ron son
  • Jun 17
  • 3 min read
Save Products in QuickBooks Online
Save Products in QuickBooks Online

Are you tired of typing the exact product details again and again while making invoices in QuickBooks Online? Or maybe you’re manually tracking inventory and it’s becoming a headache? If yes, then it’s time to learn how to save products in QuickBooks Online (QBO) the right way. You sell physical goods, provide services, or both keeping your products in QBO helps you:

  • Speed up your invoicing.

  • Track your inventory levels.

  • Maintain accurate records.

  • Understand your business performance better.

In this complete guide, you’ll learn how to add and save products in QuickBooks Online step-by-step, along with expert tips and mistakes to avoid.

What Are Products in QuickBooks Online?

In QuickBooks Desktop Online, a product can be.

  • A physical item (e.g, electronics, clothing, food).

  • A non-inventory item (e.g, office supplies you sell but don’t track).

  • A service you offer (e.g, consulting, repair work).

  • A bundle (a group of items sold together).

QuickBooks Desktop has reached the expiration date and will no longer open company files.

Why Should You Save Products in QuickBooks Online?

When you save products and services properly in QuickBooks Online, it helps you:

  •  Create invoices faster.

  •  Track product availability.

  •  Maintain accurate profit and loss reports.

  •  Avoid billing errors.

  •  Stay tax-ready.

Step-by-Step Guide to Saving Products in QuickBooks Online

Follow these simple steps to add and save your products.

  1. Sign In to Your QuickBooks Online Account

  2. Go to QuickBooks online.

  3. Log in using your user ID and password.

  4. Enable Inventory Tracking (Optional, But Helpful)

If you can handle various types of deals involving physical items and want to track quantities, follow the steps below.

  • Click the Gear icon (top-right corner).

  • Select Account and Settings.

  • Go to the Sales tab.

  • Find the Products and Services section.

  • Turn ON “Track inventory quantity on hand”

  • Click Save, then Done.

This enables inventory tracking in your QBO dashboard.


  1. Navigate to Products and Services.


  • From the left-hand menu, click Sales.

  • Then click on Products and Services.

  • Click the green “New” button (top right).


  1. Select the Product Type

You’ll see four types of products.

  • Buy or sell these products, and want to track quantities.You sell the item but don’t track its stock.

  • For any kind of labor or service you offer.

  • A combination of products/services sold together.

Select the option that best suits your product.

  1.  Enter Product Details Carefully

Now you’ll be asked to enter essential details.

  • Clear & specific Name of the product.

  • Category to group similar items.

  • Sales Price or Rate you charge your customer.

  • Usually, Sales of Product Income.

  • Add the cost price.

  • Select the expense account.

  • Enter preferred vendor name.

  • You can Enter Quantity on Hand & Enter Reorder Point.

  • Select the Inventory Asset Account.

Make sure all details are accurate.

  1. Save the Product

Once all the required fields are filled

  • Click Save and Close (if done).

  • Or Save and New (to add more products).

Your product is now successfully added to QuickBooks Online.

Tips to Manage Products Efficiently

Here are some helpful tips to get the most out of your product listings.

  • Use categories to group related items.

  • Keep SKUs consistent for easy reference.

  • Regularly update stock levels.

  • Use bundles to offer product combinations or service packages.

  • Always set Reorder Points to avoid running out of stock.

Common Mistakes to Avoid

  • If you can avoid these errors, you can keep your QuickBooks data clean.

  • You can create duplicate product names.

  • Forget to assign the right income or expense account.

  • Skipping inventory tracking for items that require it.

  • You cannot be updating cost prices regularly. And ignoring category fields.

 Conclusion

Save products in QuickBooks Online is not just a one-time task — it’s a smart habit that improves your accounting workflow. It saves you time, reduces errors, and gives you better visibility into your business. We hope this guide made things straightforward. If you’d like a downloadable checklist or want help setting up your inventory, feel free to ask +1.833.802.0002, we’re just one message away.

Comments


bottom of page