Unable to delete Items and Projects in Invoices

cyberstackn

When working with Invoices, I have noticed that when you create an Item to add to an invoice, there is no way to delete it after you create it. Over time, this can lead to a long list of items and get bloated as your business changes its offerings.

I've also noticed there is no way to delete a Project once you create one. If a Project gets cancelled or you are just testing out the feature, there is no way to delete it, unless I am missing something.

I think it would be ideal to have the option to delete these things so we can keep everything organized and clean over time.

Coach Natalie

@cyberstackn, thanks for posting your feedback to the Community!

I'm also not finding a way to delete an Item or a Project in Quicken Business & Personal. With that, the best way to get your suggestions in front of our product team would be to create QBP-specific Idea posts here in the Community. You'd want to create an individual Idea post for each request (one for the ability to delete Items and one for the ability to delete Projects), and other users will be able to vote for each one.

Here is our FAQ with more details on Idea posts:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

I hope this helps!

DryHeat

@cyberstackn

When using a product like Simplifi — where there are help articles on various topics but no real user manual — it's pretty common to just try things out to see how they work. Unfortunately, that turns into something of a trap as there are a number of things that can't be deleted once created.

For example, your issue is similar to a known problem — namely, you can't delete a Business in QBP. There is a pending request for allowing deletion that is marked "This ability should be available this year!" But so far it is still impossible.

https://community.simplifimoney.com/discussion/11019/qbp-ability-to-delete-or-archive-businesses-edited