You have 3 options for adding in your Price List, in this video we cover adding price list items manually.

  1. Add Price List Items Manually

  2. Import From Quickbooks Online or Quickbooks Desktop

  3. Import from CSV/Excel File

Video:

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Step-by-step instructions:

Step 1: Navigate to ACCOUNT SETTINGS

Step 2: Click on MY PRICE LIST

Step 3: Click +ADD

Step 4: Click NEW PRICE LSIT ITEM

Step 5: Add in your price list item details:

  1. Category: You'll want to categorize your services to group together services that are in the same industry.

  2. Name: This is the name of your service or material.

  3. Price: The price you will charge your customer.

  4. Cost: The cost of the service or material to your company. This is used for job costing.

  5. /Unit: If pricing per unit, add in the per unit measurement such as square foot, each, hour, etc.

  6. Description: Give a detailed description of what is included in each service.

  7. Taxable: You'll want to select whether or not the item is taxable.

  8. Online Booking: You'll want to select whether or not this service or material is available to be booked online by your customers.

  9. Picture: You'll want to add in an image if you enable Online Booking so that the image can be displayed on your online booking page.

Step 6: Press SAVE

Click here to access your price list now

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