Set up your pricebook

Your pricebook stores reusable line items with names, costs, and descriptions. Use it to add pricing to estimates and invoices faster without retyping the same work every time.

Add a pricebook item

1. Open Organization Settings.
2. Go to Pricebook under Items.
3. Select Add Item.
4. Enter a Name, Description, Cost Type, and Cost.
5. Turn on Tax Exempt if the item should not be taxed.
6. Select Add Item to save.

Use pricebook items on estimates and invoices

When you add a line item on an estimate or invoice, search the pricebook from the line item name field. Dave fills in the name, description, and cost from the item you pick.

You can also open Manage pricebook from the line item search menu to add or edit items without leaving your document.

Import items in bulk

You have a few ways to build your pricebook faster:

• Import Catalog — upload a spreadsheet or document from Pricebook settings and Dave creates a catalog of imported items.
• QuickBooks — if QuickBooks is connected, use Import Products in QuickBooks settings to pull products and services into your pricebook. See Import data from QuickBooks.

Find and organize items

Use Search items... to filter your pricebook. Switch between All items, Manually Added, and any imported catalogs from the filter menu at the top of the page.

What happens next

Saved pricebook items are available the next time you build an estimate or invoice. Update an item in Pricebook settings anytime—future line items you add from the pricebook use the latest details.