Use item/service codes

You can add an item/service code when you create a new product or service. To add an item/service code to an existing product or service:

1. Click the Gear icon > Products and Services.
2. Find the product or service you want to add to.
3. Click Edit.
4. In the Item/Service code field, enter the item or service code.
5. Click Save and close.

To take advantage of the many benefits of item/service codes, add the Item/Service Code column to your sales forms.

1. Click the Gear icon > Company Settings (or Account and Settings depending on what you see).

2. Click Sales.
3. Click the edit icon next to Products and services.
4. Select Show Item/Service Code column.
5. Click Save.
6. Click Done.

You can also add the item/service codecolumn to your sales forms directly from an invoice by clicking the Gear icon at the top of the invoice.

If you want your customers to see item/service codes on printed invoices, estimates, and sales receipts, continue with the following steps.

7. Click the Gear icon > Custom Form Styles.

8. In the Action column of the style you want to use, click Edit.

Want to get creative? Learn how to create your own customised sales forms.

9. On the Styles tab, select Airy if it isn't already selected.

You can only print item/service codes on sales forms that use the Airy style.

10. Click the Activity Table tab.
11. In the Columns section, select Item/Service Code.
12. (Optional) Change the item/service code label if necessary.
13. (Optional) In the Width% column, click the plus or minus buttons to increase or decrease the column width.
14. (Optional) Enter a new value in the Order field to place the Item/Service Code column where you want it on the form.
15. Click Save.

Quickly find products and services by filtering or searching the Products and Services list by item/service code.

1. Click the Gear icon > Products and Services.

2. In the search field, enter the item/service code you want to find. QuickBooks automatically filters the list as you type.

You can create sales forms faster by searching and filtering products and services by item/service code.

1. Add the Item/Service Code column to your sales forms, if you haven't done so already. See the instructions above to learn how.
2. Click Create (+) and select a sales form, such as an invoice.
3. When you're ready to add products and services to your sales form, click the first line item.
4. In the Product/Service column, begin entering the item/service code of the product or service you want to add. QuickBooks filters the list as you type.
5. When you see the item you want, click it.
6. Add more info to complete the form.
7. Print or save your form as needed.

1. In the navigation bar, click Reports.

2. Run a report specific to products and services, such as the Product/Service List report.
3. Click Customise.
4. Click Change Columns.
5. In the Available Columns list, click Item/Service Code.
6. Click Add.
7. (Optional) Use the Change Order buttons to place the Item/Service Code column where you want it on the report.
8. Click OK.
9. Click Run Report.

Will you need to run this report again in the future? There's no need to re-create it. Just memorise it now.