When you purchase or sell products and services they are included in your sales and purchase forms. Many of our monthly accounting services will require the selection or adding of product and service items. You may also select our one-time service for the Setup of Products and Services in QuickBooks Online. Your accountant will routinely send you a notifications requesting products and services information that will show up on your client dashboard. You can select existing products and services and add new products and services directly within the request on your client dashboard.

Some Entry Fields are Required, While Others are Optional

Your accountant will add product and service item details with the provided information. In order to add product and service items you should complete all required fields. Products and services must be setup before your accountant can create sales and purchase forms. Please see a list of required product and service setup fields below.

  • Name

  • Type

  • Price/Rate

  • Sales Description

  • Purchase Description

  • Income Account

  • Expense Account (COGS)

Regina Pitts
Regina PittsChief Financial Officer
Member of the QuickBooks ProAdvisor Program

Your Personal Guide to Seamless Accounting: Advanced QuickBooks ProAdvisor at Your Service

Hey there! I’m Gina, and I’m the proud co-founder of Lend A Hand Accounting. Why did I start this? Well, I believe that everyone should have access to affordable, efficient, and flexible accounting and bookkeeping services. It’s all about making sure these essential services fit snugly into your budget without any fuss.

We’ve ditched the traditional hourly rate system and adopted a flat fee pricing. You might be wondering, “Why does this matter?” Well, this way, you know exactly what you’re paying for upfront and there are no unexpected surprises. You get to pick and choose the accounting services you need, like a customized menu. And the best part? You’re in complete control of when you start or stop using our services. We’re essentially just a call or a text away, no need for endless phone calls or draining trips to the accountant’s office.

I’m not just any accountant though. I’m an Advanced QuickBooks Online ProAdvisor. That means I’m equipped with advanced expertise and resources to help you leverage QuickBooks Online to its full potential. My goal is to make your accounting process smooth and efficient so you can focus on what you do best – running your business.

Ready to get started? Reach out to me directly at 360-637-4799. We can even kick things off immediately if you’re ready. Simply create a free account, and I can instantly take a look at your books and let you know where you stand.

At the end of the day, we’re here to serve you. We really appreciate the trust you place in us and we’re eager to meet all of your accounting and bookkeeping needs. Looking forward to being part of your team!

Take care,


The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.