How to add a product or service

A product or service in Go365 is anything you sell that might bring you income, or anything you purchase or pay for. You'll need to set up products in Go365 in order to create an Invoice or Bill, or to manually enter an Expense.

There are two ways to add a Product in Go365:

Add a Product in your settings.

1. Click Sales in the left navigation of your screen
2. Select Product & Service from the drop-down.
3. Click Add a product or Service at the upper right.
4. On the Add a product or Service screen, give the product a Name.
5. If you are selling this product or service, check the Sell this and select the account to associate it with.
6. If you purchase this product or service, check the buy this and select the account to associate it with.
7. If this product or service is taxable, select the appropriate tax for it. Or you can click on the + to create a new tax rule.
8. Click Save once you are done.