Services (Basic): Create, edit, archive & delete

Use the  Services feature to itemize your invoices and use specific services in time tracking. You’ll complete transactions faster and get more detailed financial reports. Plus, your clients will always know exactly what they’re paying for.

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Covered here:

• Creating services
• Editing services
• Sorting the services list
• Archiving services
• Deleting services
• Who can do this?

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Creating services

Once you create a service, add it to any invoice or time entry. There are several ways to create services on TaxDome:

• Creating services from the Services page
• Creating services while sending an invoice
• Creating services while adding a time entry
• Creating services from the library
• Copying services from QuickBooks

Creating services from the Services page

1. Go to Templates > Services from the left menu bar, then click Create Service.

In the Create service sidebar, specify:

2. Service name and Description (optional): Enter the service name and add the description if necessary. You’ll see this when selecting it from your list of services and what the client will see on their invoice.

3. Rate and Rate type: Enter the rate for the service, then select the rate type (optional and visible to clients). Depending on the service, charge per item or hour. Select the per-hour option if you want to use your services in time entries.

4. Tax: Toggle on if you want to apply a tax rate for the service.

5. Category name: Choose a category for the service or click Create Category from the drop-down menu to add a new one. Categories help filter your Services list when adding them to invoices and time entries.

6. Create: Click to finish the new service creation.

Now, you can add the service to your invoices and time entries.

Creating services while sending an invoice

In the Line items section of the Create invoice sidebar, click on the Service name field and select Create service from the drop-down menu. You can also click the three dots to the right of the line item and Save as new service.

For details on the Create service sidebar, go to the section above.

Creating services while adding a time entry

In the Create time entry sidebar, on the Track your time page, click the Service field to open a drop-down menu and click Create service.

Fill out the Create service sidebar. For details, go to the section above.

Copying services from the library

We’ve turned all the most common services into templates, which you’ll find in our library. Here, you’ll find ready-to-use services for weekly payroll, tax planning, auditing, personal and corporate tax returns, Schedule C — and more.

Go to Templates > Services from the left menu bar and click Copy from Library. Find the template you need, then click the Copy button to the far right of the service’s name.

Editing services

If you need to edit an existing service, such as change a price, follow these steps:

1. Go to Templates > Services from the left menu bar, click three dots to the far right of the service, then select Edit.

2. Make your changes and click Save.

Sorting the services list

By default, services are sorted by name. However, you can also sort them by category, rate or rate type. Click the up-down arrow at the column header to sort the list beneath it.

Archiving services

If a service is no longer needed, archive it rather than delete it. You may need to refer back to it when you’re reporting. Archived services are edited the same way as active ones, but they’re no longer visible in your templates and filters — and they cannot be linked to invoices or time entries.

Go to Services, click the three dots to the right of the service you want to archive, click Archive, then confirm. The service has been moved from the Active tab to the Archived tab.

If you’ve archived a service but need it again, open the Archived tab, click on the three dots to the right, select Restore and confirm.

Note: You’ll need to add the restored service to your invoice templates again.

Deleting services

Though we recommend archiving services rather than deleting them, you can permanently remove them. Click the three dots to the far right of the service name, select Delete, then confirm by clicking Delete again.

Who can do this?

A firm owner, admin or team member with access rights to manage services can create, edit and delete them. To give a team member access rights to manage services:

1. Go to  Settings > Team & Plans from the left menu bar, open the Team members tab, then click on the team member’s name in the list.

2. Click the pencil icon in the  Edit Access Rights section and toggle on Manage services.

3. Click Save. Now the team member will be able to manage services.

Copying services from QuickBooks

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Adding services to invoices

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Syncing services to QuickBooks

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