Overview
Keeping track of everything you sell can be difficult when all billing items are grouped together. 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
Tap the Menu (three-line icon).
Tap Sales & Billing.
Select Products & Services.
Filtering and Searching
Once you've accessed your products and services, you can filter by tapping on the filter setting icon next to the search bar.
Search bar:
Enter keywords to locate an item by name.
Filter by product and service:
All – Shows all items.
Services – Shows only service items.
Products – Shows only product items.
Filter by tax applicability:
Taxable.
Non‑taxable.
Sort by:
Name A-Z.
Name Z-A.
Rate high-low.
Rate low-high.
How to Create a New Product or Service
Tap the Menu (three-line icon).
Tap Sales & Billing.
Select Products & Services.
Tap the plus sign (+) at the upper right corner.
Enter the item's details:
Name
Rate
Description
Whether it is a Service or Product.
Whether it is taxable or not.
Category
Tap Create.
How to Edit an Existing Item
Tap the Menu (three-line icon).
Tap Sales & Billing.
Select Products & Services.
Locate the item you want to edit and tap on it.
Make the necessary changes.
Tap Update at the bottom.
Note: Updating an item affects future invoices and transactions. Existing invoices will not be changed.
If you're looking for steps specific to the web app, please see our article Using Products & Services for Quicken Business & Personal.
If you have any questions or need help managing Products & Services in Quicken Simplifi, reach out to our support team. Or start a live chat by tapping on the blue messenger icon in the bottom-right corner of the screen.