How to Add an Item or Service in Freshbooks

In this blog post, I’ll show you how to add an item/service to your Freshbooks.

From the Freshbooks Dashboard click on the gear icon in the upper left-hand corner. In the menu that appears select Items & Services.

Opening the main menu in Freshbooks

From this screen, you can view your items and services. To select which one you’d like to view click on its name at the top of the screen.

Selecting to view service in Freshbooks

To create a new item/service click click the big green Create New button in the upper right-hand corner. Then select Item or Service. For this example, I’ll be creating a service.

Creating a new service in Freshbooks.

A box will appear where you enter the information for the new service.

Entering information for a new service in Freshbooks.

When you’ve finished, click Save and you’ll now see the new service in the list.

Newly created service showing in the list of services in Freshbooks.

You can now use this service on invoices and time sheets.

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If you’d like to watch me walk you through this process check out the video below:

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This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

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