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I. Getting Started > 4. Setting Up Invoice Items

Chapter 4. Setting Up Invoice Items

Whether you build houses, sell gardening tools, or tell fortunes on the Internet, you’ll probably use items in QuickBooks. In QuickBooks, items are the products and services you sell. But to the program, things like subtotals, discounts, and sales tax are items, too. Nothing appears in the body of a QuickBooks sales form (such as an invoice) unless it’s an item.

Put another way, when you want to create invoices (Chapter 8) in QuickBooks, you need customers and items to do so. So now that you’ve got your customers and your Chart of Accounts set up, it’s time to dive into items.

This chapter begins by helping you decide whether you need items at all. But if your organization is like most and uses business forms such as invoices, sales receipts, and so on, you’ll read the rest of the chapter to learn how to create, name, edit, and manage them.


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