User guide: How to enter a service item into QuickBooks Desktop and Minute7

Service items in QuickBooks Desktop represent the specific tasks or services your business provides. Once created, these items can be synced with Minute7 so they appear in your Timesheets for accurate time tracking and billing.

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Step #1: Open QuickBooks Desktop

• Log in to your QuickBooks Desktop account.
• From the top menu, click Lists > Item List.

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Step #2: Create a New Service Item

1. In the Item List window, click Item > New.
2. Select Service as the item type.
3. Fill in the required fields:
   • Name/Number: Enter a unique identifier for the service.
   • Description: Provide a clear description of the service.
   • Rate: Enter the hourly or fixed rate for the service.
   • Account: Choose the income account associated with this service.
4. Click OK to save the new service item.

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Step #3: Verify the Service Item

• The service you just created will now appear in your Item List.
• Confirm that the details (name, description, rate, account) are correct.

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Step #4: Sync QuickBooks with Minute7

1. In QuickBooks, go to File > Update Web Services.
2. Select the Minute7 connector.
3. Tilt the first box and click Update Selected.
4. This sync ensures that the new service item is transferred to Minute7.

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Step #5: Access the Service Item in Minute7

• Log in to your Minute7 account.
• Navigate to the Timesheets tab.
• The service item you added in QuickBooks will now be available for selection when entering time.

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Key Takeaways

• Service items must be created in QuickBooks Desktop before they can be used in Minute7.

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