New Feature Alert: Products & Services for QBP!
Coach Natalie
Administrator, Moderator admin
We’re excited to introduce a new Products & Services section—now available in Early Access on the Quicken Business & Personal Web App!
This new feature brings all of your Invoice, Estimate, and Sales Receipt items into one centralized, easy-to-manage location—making it easier to organize, edit, and create items for your clients.
The Products & Services section is expected to arrive on the Quicken Business & Personal Mobile App later this week.
What’s new?
- View all of your Invoice, Estimate, and Sales Receipt items in one place
- Easily edit existing items or add new ones
- Designate each item as a Product or Service
- Existing items will default to Service, but can be updated anytime
- Filter items by All, Services, or Products
- Search items and filter by taxable or non-taxable
- When creating or editing items from a Client, Invoice, Estimate, or Sales Receipt, you’ll now see Product and Service options
We’d love to hear your thoughts! Let us know what you think in our feedback post.
-Coach Natalie
Tagged:
0
This discussion has been closed.