Overview
Keeping track of everything you sell can be difficult when all billing items are grouped together. The Quicken Business & Personal introduces a dedicated Products & Services section, so you can clearly see and manage the specific items you offer—not just a list of billing entries. This makes it easier to organize, review, create, and edit them.
Access to Products & Services
Hover over the left panel.
From Sales & Billing, select Products & Services.
Filtering and Searching
Use the options at the top to find items quickly.
All – Shows all items.
Services – Shows only service items.
Products – Shows only product items.
Use the filter option at the top right to filter by tax setting.
Taxable.
Non‑taxable.
Use the search bar to look for a specific product or service.
Search – Enter keywords to locate an item by name.
How to Create a New Product or Service
Hover over the left panel.
From Sales & Billing, select Products & Services.
Click the + Create button at the top right.
Enter the product/service details, including:
Name.
Rate amount.
Type (Product or Service).
Description (optional).
Whether it is taxable.
Category.
Click Save at the bottom right.
How to Edit an Existing Item
Hover over the left panel.
From Sales & Billing, select Products & Services.
Locate the item you want to edit.
Click the three-dot icon on the far right.
Select Edit.
Edit any details as needed:
Name.
Type (Product or Service).
Rate amount.
Description.
Tax status.
Click Update.
Note: Updating an item affects future invoices and transactions. Existing invoices will not be changed.
How to import Products & Services
You can now upload Products & Services using a CSV file, just like other imports in Quicken Simplifi. A template is available to help you format your file correctly before importing.
Move your cursor over the left panel and click Sales & Billing.
Select Products & Services.
Click the Import icon (upward-facing arrow inside a cloud).
Click Browse Files or drag and drop your CSV file.
Click next.
In the Match Columns section, if your CSV headers don’t match Quicken Business & Personal fields, you’ll be prompted to map them during import.
Note: For the Type and Category fields, all imported items will use the same selection you choose. To change any of them for specific products, you’ll need to update them manually after import.
Preview & Issue Detection: Before importing, you’ll see a Preview screen that highlights any issues and explains what needs attention.
Partial Imports Allowed: If some issues aren’t resolved, Quicken Business & Personal will still import the valid entries it can.
Import Summary: After the import completes, you’ll receive a summary showing any items that were not imported, so you can review and address them if needed.
Note: This feature is currently available only on the Web App.
Frequently Asked Questions
Find answers to the most frequently asked questions for this topic!
Why did my existing items default to “Service”?
Why did my existing items default to “Service”?
To make the transition smoother, we’ve set all items to the Service type by default. If you’d like, you can manually change any item to Product.
Do Products and Services affect reporting?
Do Products and Services affect reporting?
This new section is meant to help you organize your items—it will not affect your business reporting.
Do I need to re-create anything?
Do I need to re-create anything?
Not at all—everything will remain as it is now, just in a more organized way.
Can I delete a Product or Service?
Can I delete a Product or Service?
Not at the moment, but you can archive any product or service instead. To do so:
Hover over the left panel.
From Sales & Billing, select Products & Services.
Locate the item you want to archive.
Click the three-dot icon on the far right.
Select Archive.
Click Archive again to confirm.
Can I manage Products or Services from an Invoice?
Can I manage Products or Services from an Invoice?
Yes. You can add, create, edit, and archive Products or Services items when creating a new invoice.
To learn more about managing invoices, click here.
If you have any questions or need help managing Products or Services in Quicken Simplifi, please don't hesitate to reach out to our support team!