Manage items for receivables
Items are goods and services you sell to your customers. Though you don't have to use items to create an invoice, you can enter details about each item that you sell, ahead of time, to speed up invoicing. If you sync with an accounting system, items will sync between your accounting system and Cashflow360. If you sync with QuickBooks Desktop, you'll need to add items in QuickBooks Desktop, which will sync to Cashflow360.
When you create an invoice, the items dropdown shows available products/services. When you select an item, details populate in the invoice.
Jump to:
Create items
- Select Settings
- Select Classifications under Accounting
- Select Items
- Select New
- Enter item details
- Select Save
Edit items
- Select Settings
- Select Classifications under Accounting
- Select Items
- Select the item name
- Select Edit
- Edit the item
- Select Save
Delete items
- Select Settings
- Select Classifications under Accounting
- Select Items
- Select the item name
- Select the trash can
Restore deleted items
- Select Settings
- Select Classifications under Accounting
- Select Items
- Check Show Inactive Items
- Select the item name
- Select the trash can
Resources
ACCOUNT SETUP View all
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