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Services & Material Items

Save yourself time on your Projects,Tickets, and Retainers, as well as their invoices, by creating a list of Materials and Services. Services are used to define the ledger and tax codes of the work you do for clients, while Materials are used to list and price any items you may sell to clients, such as computers.

Using this guide, you can:

  • Create Service Items
  • Create Material Items
  • Import your Items
  • Sync your Items from Xero
  • Sync your Items from QuickBooks Online

 

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