QuickBooks products and servicesimported in one go.
Collect your price list with the fields QuickBooks Online imports, checked on every row, and download a file ready for the products and services import.
QuickBooks Products & Services
Try the template with up to 3 items
What You'll Collect
Product/Service Name
StringEach name must be different from every other item.
Type
EnumService or Non-inventory.
SKU
StringYour stock code, kept as text so leading zeros stay. Each must be different.
Sales Description & Price
NumberWhat shows on invoices, and the price as a plain number.
Income Account
StringA parent account from your chart of accounts, not a sub-account.
Purchase Description, Cost & Expense Account
StringFor items you also buy. The expense account must be a parent account.
Need more than three items?
Collect up to a thousand items instead.
The free template is limited to three rows so you can try the workflow. Create your own form when a client needs to send a whole price list, or you're setting up a new QuickBooks company.
Create your own formUp to 1,000 rows
Matches the 1,000 rows QuickBooks imports at a time.
QuickBooks field names
Columns match QuickBooks' fields, so mapping takes seconds.
Checked as they type
Duplicate names and SKUs, symbols in prices and missing accounts are fixed before you get the file.
Inventory too
Add Quantity on Hand and an as-of date to your own form for inventory items.
How it works
From price list to QuickBooks in three steps.
01
Collect
Send the form to the client, or paste their price list in yourself.
02
Complete
Duplicates, prices and missing accounts are highlighted until every row is right.
03
Download
Download the file and import it in QuickBooks Online under Products and services, matching each column.
Why use a form?
A products import can't be undone.
Once QuickBooks imports a list, there's no undo: mistakes have to be fixed item by item. Duplicate names, sub-accounts where parent accounts are needed and prices with currency symbols are the usual culprits.
A form catches them before the file ever reaches QuickBooks.
Duplicate names and SKUs
Every repeat is highlighted until only one is left.
Missing or wrong accounts
Every item needs an income account, and the field explains it must be a parent account.
Prices that aren't numbers
Currency symbols and text in prices are flagged.
QuickBooks products and services template
Importing products and services into QuickBooks Online
QuickBooks Online imports products and services from a spreadsheet. In the import, you download QuickBooks' sample template or use your own file, then match each column to a QuickBooks field with dropdowns. This template uses QuickBooks' field names, so that matching is quick.
A few rules catch people out. The income and expense accounts on each item must be parent accounts, not sub-accounts, so import or set up your chart of accounts first. Intuit's help says you can import up to 1,000 rows at a time. And an import can't be undone, so try a small file first.
This template covers services and non-inventory items, which most service businesses and many retailers need. Inventory items also need a quantity on hand and an as-of date, in your QuickBooks company's date format; add those columns to your own form if you track stock in QuickBooks.
Use the form to collect a price list from a client, or to tidy up a list you already have: duplicate names and SKUs, missing accounts and symbols in prices are all flagged before you download the file.
How-To Guides
Related Templates
Importing customers too? See the QuickBooks Customers template and QuickBooks import errors.
Need a CSV form of your own?
Create a custom Import Builder form with your own fields, validation and row limits.
Get started