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All Tutorials /Xero

How to Edit Items in Xero

Updated on:
May 12, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to update products and services items in Xero.

Quick summary

Editing items in Xero lets you keep your products and services catalog accurate and up to date directly from the Business menu. This step-by-step walkthrough shows how to locate any item, open its edit form, revise the details, and save your changes in seconds.


Steps

  1. On Xero's main dashboard, navigate to the top menu bar and click 'Business'.
  2. Choose 'Products and Services' from the list of options.
  3. Find the item you want to edit and click its corresponding 'More Options' button.
  4. Tap 'Edit' to proceed.
  5. Select the field that contains the details you want to edit, then make your desired revision.
  6. Once done, review your input and click 'Save'.
  7. After completing these steps, the selected Xero item will be updated based on your input.

📌 Why this matters

Keeping product and service records accurate in Xero is essential for generating correct invoices, quotes, and financial reports. The ability to quickly edit items directly from the Business menu reduces manual errors and saves time for bookkeepers and business owners alike. Xero's Products and Services editor gives teams a centralized place to update pricing, descriptions, and account codes without leaving the platform. This makes it easier to maintain data integrity across all accounting workflows and client-facing documents.
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