Products & Services

Overview

The Products & Services view is your master list of everything you bill to clients—hourly services, flat-rate work, and physical products. You'll pull from this list when creating invoices, estimates, and sales receipts, so what you set up here appears on every client-facing document.

The Products & Services view is always available from the left menu, go to Sales > Billing > Products & Services.

What You'll See

The Products & Services view shows:

Name: The product or service name that appears on client invoices and estimates
Rate: Your standard pricing (editable on individual invoices)
Description: Details that help you and clients understand what's included
Tax Applicability: Whether you charge sales tax on this item
Category: Business income category for financial reports and tax schedules

You’ll also see:

Active / Archived tabs: Switch between current offerings and items you no longer offer. Archived items remain on past invoices and in historical reports but aren’t available for new billing.
Search bar — Find specific items quickly as your list grows.
Filter — Narrow your list to taxable or non-taxable items only.
Import — Upload a CSV file to bring in products and services in bulk.

Why Products & Services Matters for Your Business

Every time you create an invoice or estimate, you're describing what you sold and what it cost. Without a Products & Services list, that means retyping item names, rates, and descriptions from scratch every time — and hoping they're consistent. With it, you select from a list you've already defined, and the details populate automatically.

Setting up Products & Services correctly helps you:

Save time on billing by reusing standard items instead of retyping details
Create more professional invoices with clear, consistent descriptions
Ensure accurate reports and tax data by linking income to the correct categories

What you define here directly affects how income appears in your Profit & Loss and on tax forms like Schedule C.

Example

Sarah, a marketing consultant, has set up these services:

Strategy Session ($200, taxable, Consulting Income)
Social Media Management ($1,500/month, taxable, Consulting Income)
Campaign Analytics Report ($350, taxable, Consulting Income)

When she creates a client invoice, she selects items from this list. The rates populate automatically (she can adjust them if needed), and her income sorts into the correct category for reports and taxes.

Creating and Managing Products and Services

Importing Products and Services

If you're coming to Quicken Business & Personal from another billing system — or if you've been tracking your items in a spreadsheet — the Import feature lets you bring your entire list over at once instead of creating each item by hand.

Import accepts a CSV file, a simple spreadsheet format that most billing tools and accounting software can export. There are two ways to prepare your data:

Export from your current system. If you're moving from another tool, check whether it can export your products and services as a CSV. Download that file and it may be ready to upload directly, or need only minor adjustments to match Quicken's column format.
Use Quicken's template. If you're starting from a spreadsheet or building your list fresh, download the example template from the Import screen. It shows exactly which columns are needed and in what order. Fill it in and upload when you're ready.

This is especially useful during initial setup, when you might have dozens of items to add. What would otherwise take an hour of manual entry becomes a single upload.

To import your list:

In the Products & Services view, click Import.
Choose your path: upload your own CSV, or click Download the example template, fill it in, and return to upload it.
Select your completed CSV file and upload it.
Review the imported items and make any adjustments needed.

Note: After importing, review each item's category and tax setting to confirm everything mapped correctly. Depending on your source file, some fields may need to be updated before you start billing.

Create a new product or service

Click + Create
Enter Name. This is what clients will see on invoices (e.g., "Website Design" or "Dog Walking - 30 min")
Set Rate. Your standard price or hourly rate
Choose Service or Product
Add Description. Add details that clarify what's included (optional but recommended)
Taxable. Check this box if you charge sales tax on this item.
Category. Select the business income category—this affects reports and tax schedules.
Click Save.

Your new entry immediately becomes available when creating invoices, estimates, or sales receipts.

Edit an Item

Click any row in the table to open that product or service. You can update the name, rate, description, tax setting, or category. Click Save to keep your changes.

Note: Edits apply only to new invoices and estimates you create going forward. Invoices you've already sent remain unchanged with their original information.

Filtering Your List

The Filter option lets you narrow your list to show only taxable or non-taxable items. This is most useful in two situations.

When you're auditing your tax settings — especially before a busy billing period or at tax time — filtering to taxable items lets you confirm every item that should collect sales tax is set up correctly, without scrolling through your entire list. If your business offers a mix of taxable products and non-taxable services, the filter is also a fast way to view each group separately.

To filter your list:

In the Products & Services view, click Filter.
Select Taxable or Non-Taxable.
The list updates to show only matching items.

To return to your full list, clear the filter.

Archiving

Archive Products and Services that you no longer offer to keep your list current and manageable.

Click any row, then click Archive at the bottom of the Edit box.

Archived items:

Won't appear in dropdown menus when creating new invoices or estimates
Still show correctly on invoices sent before archiving
Remain in your historical financial reports with accurate data

Archiving preserves your past records while keeping your active list current.

Tips

Review quarterly to update rates and archive unused items
Use specific descriptions to set clear client expectations
Verify tax settings with your accountant or state guidance
Archive instead of deleting to preserve historical accuracy
Set your standard rate and adjust per client or project as needed. Rates set here are your defaults — they're editable on any individual invoice.
Download the import template even if you plan to build your list manually. It shows the exact fields Quicken expects, which can help you structure your data before you start.