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Importing invoices with mixed product and service line items typically requires separating different item types, but this creates workflow complications and increases processing time for complex invoices.
Here’s how to process mixed item types in a single import operation while maintaining proper inventory tracking and tax handling for each line item.
Process mixed item types seamlessly using Coefficient
Coefficient handles mixed product and service line items seamlessly, providing superior flexibility compared to QuickBooks’ native import limitations. The platform supports unified processing where you can import products and services in the same invoice without separation, with automatic item type recognition based on your QuickBooks item list.
This eliminates manual sorting requirements and allows you to mix items freely in your Excel layout while maintaining proper accounting treatment.
How to make it work
Step 1. Structure your Excel data with clear item identification for mixed types.
Include columns for Customer, Item_Code, Type (Product/Service), Description, Quantity, Rate, and Tax Code. Mix products and services freely within the same invoice – for example, Widget A (Product), Installation (Service), Widget B (Product), Training Session (Service). Use your existing QuickBooks item codes to ensure proper recognition during import.
Step 2. Configure Coefficient’s intelligent item matching for automatic type recognition.
Map your Item_Code column to QuickBooks’ Item field, and Coefficient will automatically link to existing QuickBooks items by code or name. The platform validates item types during preview and flags any missing or mismatched items before import. This ensures products update inventory while services don’t, maintaining proper accounting treatment.
Step 3. Set up differential tax and pricing handling for mixed items.
Configure different tax codes per line item (TAX for products, NON for tax-exempt services) and use custom pricing or QuickBooks defaults as needed. Coefficient supports class and location tracking, allowing you to assign different classes to products versus services for better reporting and analysis.
Step 4. Execute the import with unified processing for all item types.
Preview the import to verify item type recognition across all mixed items, then execute the import with automatic type handling. Coefficient processes all line items in a single operation while maintaining proper inventory impact for products and service treatment for non-inventory items.
Simplify your mixed invoice processing
This unified approach eliminates the need to separate products and services, enabling bulk import of complex invoices in minutes while maintaining proper accounting treatment for each item type. Start processing your mixed invoices more efficiently with Coefficient.
