Products & Services for QBP: Share your feedback here!
Coach Natalie
Administrator, Moderator admin
With the new Products & Services feature in Early Access, we’re looking for your feedback. Let us know how you’re using it, what you like so far, and any suggestions you have for improvement.
Here is the announcement for this new feature:
-Coach Natalie
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Products & Services is now live for all QBP users!
-Coach Natalie
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Update: Products & Services CSV Import Now Available
We’re excited to share that Products & Services can now be imported via CSV in Quicken Business & Personal!
Here’s how it works:
- CSV Import Support – Products & Services can now be uploaded using a CSV file, similar to other import options in Quicken Simplifi.
- Downloadable Template – A template is available to help format your file correctly before importing.
- Column Matching – If your CSV column headers don’t exactly match Quicken Business & Personal's fields, you’ll be prompted to map your columns during the import process.
- Preview & Issue Detection – Before importing, you’ll see a Preview screen that highlights any issues and explains what needs attention.
- Partial Imports Allowed – If some issues aren’t resolved, Quicken Business & Personal will still import the valid entries it can.
- Import Summary – After the import completes, you’ll receive a summary showing any items that were not imported, so you can review and address them if needed.
Please note: This feature is currently available on the Web App only.
This enhancement should make it much easier to add or migrate your Products & Services data into Quicken Business & Personal!
-Coach Natalie
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