Table of Contents

Create an item (product or service) in Reckon One

Learn how to create an item in Reckon One, so you can add your products and services to invoices, bills, and other transactions.

This feature is available on all accounting and Reckon Ultimate plans.

Create a product or service item

  1. In the Day to day menu (Business section), select Items.
  2. Click Create.
You can also create an item by opening an existing item, clicking the Options menu (3 dots in the top right) and selecting Duplicate.
  1. Enter the Item name.
  2. Select the Item type. The options are Product or Service.
  3. (Optional) Enter an Item code, like SKU, if you wish to use one to track your item.
  4. (Optional) If this item is to be grouped under another item, select the item you're grouping it under in the Sub-item of dropdown.
  5. (Optional and if you've selected registered for tax in the Tax settings) Turn off the Amounts include tax toggle if you want amounts to show as Net (without tax) while creating the item. By default, the toggle is switched on and amounts show as Gross (with tax).
  6. (Optional) Add images by dragging and dropping into the relevant area, or click on Select manually to choose from your computer. File type must be bmp, png, jpg, or gif, with a maximum size of 5MB.
  7. (Optional) Click on Add / remove custom field to add extra item information, like serial number, size, colour or another detail to describe your product or service. Learn about custom fields.

Complete purchasing and/or selling details

By default, both the I purchase this item (to use in bills, payments etc.) and I sell this item (to use in invoices, receipts etc.) checkboxes are selected so you can enter information in both sections. If you don't need to record information against a section, deselect the checkbox. You need to record information against at least one section. For each section:

  1. (Optional) Enter the Cost or Price per unit.
  2. Enter the Tax code for the purchase or sale of the item.
  3. Enter the Purchase account or Sales account to track purchases or sales of the item against.
  4. (Optional) Enter a Description to have it appear against the item in transactions such as invoices and bills.
  5. Save the item:
    1. Click Save & New to save and create another item.
    2. Click the arrow dropdown next to Save & new and select Save & close to to return to the items overview.
    3. Click the arrow dropdown next to Save & new and select Save to save and keep the item open.

Read more

How did we do?

Add a journal entry in Reckon One

Edit or delete an item in Reckon One

Related Articles

Edit or delete an item in Reckon One
Creating an invoice - Reckon Invoices App
Items
Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)