{"id":72,"date":"2012-08-09T08:53:54","date_gmt":"2012-08-09T08:53:54","guid":{"rendered":"https:\/\/www.handdy.com\/invoices\/support\/?p=72"},"modified":"2021-04-13T12:45:51","modified_gmt":"2021-04-13T12:45:51","slug":"how-do-i-add-taxes-new-products-categories","status":"publish","type":"post","link":"https:\/\/www.handdy.com\/invoicing-help\/how-do-i-add-taxes-new-products-categories\/","title":{"rendered":"How do I add new products one at time or upload in bulk using an Excel spreadsheet?"},"content":{"rendered":"<div class=\"headg\">A single new product or service can be added using the following steps<\/div>\n<ul>\n<li>In \u2018Settings\u2019 under \u2018Invoice settings\u2019 choose \u2018Product\/service item details\u2019 option<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/image041.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-985\" alt=\"image041\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/image041.png\" width=\"664\" height=\"435\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/image041.png 880w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/image041-300x197.png 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/image041-768x504.png 768w\" sizes=\"(max-width: 664px) 100vw, 664px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>List of products that you have added and saved will appear. Select \u2018Add new item\u2019 option to add a new item to the list.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/image043.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-986\" alt=\"image043\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/image043.png\" width=\"692\" height=\"454\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/image043.png 1007w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/image043-300x197.png 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/image043-768x503.png 768w\" sizes=\"(max-width: 692px) 100vw, 692px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>In the \u2018Add new item\u2019 box that opens up, enter information like \u2018Item name\u2019, \u2018Rate\u2019, \u2018Quantity\u2019, \u2018Unit\u2019 and \u2018Description\u2019. Click on \u2018Save\u2019.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/image045.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-987\" alt=\"image045\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/image045.png\" width=\"660\" height=\"432\" srcset=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/image045.png 1007w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/image045-300x197.png 300w, https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/image045-768x503.png 768w\" sizes=\"(max-width: 660px) 100vw, 660px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<div class=\"headg\">Multiple products or services can be added using the following steps<\/div>\n<p>&nbsp;<\/p>\n<ul>\n<li>In \u2018Settings\u2019 under \u2018Invoice settings\u2019 choose \u2018Product\/service item details\u2019 option.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/Q3-SS-1.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1477\" alt=\"Q3 SS 1\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/Q3-SS-1.png\" width=\"700\" height=\"406\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>The add item menu opens up<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/Q3-SS-2.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1479\" alt=\"Q3 SS 2\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/Q3-SS-2.png\" width=\"709\" height=\"410\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Select \u2018Sample Import File\u2019 option. This will enable you to download and save the sample products and categories file.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/Q-3-SS-3.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1481\" alt=\"Q 3 SS 3\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/Q-3-SS-3.png\" width=\"699\" height=\"417\" \/><\/a><\/p>\n<ul>\n<li>Open the saved file. Spreadsheet opens up allowing you to enter the products name and description. You may start making the entry from row #3.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/Q-3-SS-4.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1484\" alt=\"Q 3 SS 4\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/Q-3-SS-4.png\" width=\"703\" height=\"528\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Having made the necessary entry, save the spreadsheet and close.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/Q-3-SS-51.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1488\" alt=\"Q 3 SS 5\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/Q-3-SS-51.png\" width=\"702\" height=\"527\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Select the \u2018Import Button\u2019. The Import dialogue box opens up asking you to choose a file to attach. Select the file that you saved on the desktop and click on \u2018Save\u2019. You will land on a page where you can view if the file is uploaded or not.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/REPLACEMENT-IMAGE1.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1501\" alt=\"REPLACEMENT IMAGE\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/REPLACEMENT-IMAGE1.png\" width=\"692\" height=\"447\" \/><\/a><\/p>\n<ul>\n<li>The respective file with the products and items that you saved opens up as follows.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/Q-3-SS-7.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-1492\" alt=\"Q 3 SS 7\" src=\"https:\/\/www.handdy.com\/invoicing-help\/wp-content\/uploads\/2012\/08\/Q-3-SS-7.png\" width=\"702\" height=\"527\" \/><\/a><\/p>\n<p>Note<\/p>\n<p>Have you tried our <a title=\"Self employed online accounting software from Handdy\" href=\"https:\/\/www.handdy.com\/accounts\">self employed online accounting software<\/a> yet? Get it now<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A single new product or service can be added using the following steps In \u2018Settings\u2019 under \u2018Invoice settings\u2019 choose \u2018Product\/service item details\u2019 option &nbsp; &nbsp; List of products that you have added and saved will appear. Select \u2018Add new item\u2019 option to add a new item to the list. &nbsp; In the \u2018Add new item\u2019 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[8],"tags":[],"views":462,"_links":{"self":[{"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/posts\/72"}],"collection":[{"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/comments?post=72"}],"version-history":[{"count":1,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/posts\/72\/revisions"}],"predecessor-version":[{"id":1651,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/posts\/72\/revisions\/1651"}],"wp:attachment":[{"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/media?parent=72"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/categories?post=72"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.handdy.com\/invoicing-help\/wp-json\/wp\/v2\/tags?post=72"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}