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.
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!