If you want cleaner reporting in QBO, you can organize services using parent and sub-service items. This helps group income and makes reports easier to read.

Benefits of Parent/Sub-Service Structure

• Cleaner reports: Group related services together.

• Easier navigation: Helpful if you have many services.

• Flexible mapping: Sub-services can map to different income accounts if needed.

Step 1: Create a Parent Service/Product

1. In QBO, go to ⚙️ Settings > Products and Services.

2. Click New.

3. Choose Service (or Non-inventory/Inventory if applicable).

4. Enter a broad name (e.g., “Consulting Services” or “Dumpster Rentals”).

5. (Optional) Leave rate/price blank if it’s just a category placeholder.

6. Choose the Income Account it should map to.

7. Save.

Step 2: Add Sub-Services

1. In Products and Services, click New.

2. Enter the sub-service details (name, description, rate).

3. Check Is a sub-product or service.

4. Select the Parent Service from the dropdown.

5. Assign the correct Income Account.

6. Save.

Example Structure

Summary

• Create a parent item as a broad category.

• Add sub-services under the parent.

• Assign each to the correct income account.

• Use this structure to keep reports clean and flexible.