![]() Warning: Be sure you understand your reason for modifying inventory level numbers (either their starting value or quantity) and the impact this could have on your reporting. Click on one, and a list of those items will appear. Large, colorful buttons at the top of the screen give you an instant view of the number of items that are low on stock or out of stock. For example, you can run a report, adjust its starting value and quantity, and reorder. (You can also access it by clicking on the gear icon, then Products and services under Lists.) This comprehensive table, a kind of dashboard for your products and services, displays real-time information about each item’s pricing and inventory levels, as well as its type and tax status.Ĭlick the down arrow in the Action column, and you can work with that product in a variety of ways. You can always view the Products and Services screen by clicking on Sales in the toolbar, then Products and Services. ![]() Once you’ve specified your preferences, you click the gear icon again, then Products and services, then New to complete the fields required for each record. We told you to click the gear icon in the upper right, then click Account and settings, then the Sales tab, then Products and Services. In a previous article, we covered the setup you have to do before you start building your product and service records in QuickBooks Online.
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