Customizable invoices and estimates

CSoehner

Your Classic Quicken for Home and Business allows you to remove “items” such as the product number from an estimate or invoice. Product numbers are needed for the user so we are sure we quote or invoice the correct part, however we don’t want the customer to see the part number they could easily google.

This is essential to use your product for a business customer. Renaming to vague or no -descriptive wording leaves room for error.

Coach Natalie

@CSoehner, thanks for reaching out to the Community with your suggestions!

The best way to have enhancements or feature requests considered is to create an Idea post for each individual enhancement or suggestion. Here is our FAQ with more details:

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

I also found this existing request in case it's part of the customization options you'd like to see. If so, please be sure to add your vote and feedback, and then follow it for updates.

https://community.simplifimoney.com/discussion/12906/qbp-ability-to-customize-invoices-with-client-requested-info-such-as-po-and-account-code

I noticed you mentioned items specifically. We have a new Products & Services menu that allows you to edit your items for invoices, estimates, and sales receipts. You should also be able to edit the items directly from the invoice to remove part numbers or any other details you don't want the client to see. I'm not sure if this helps, but I wanted to mention it! https://support.simplifi.quicken.com/en/articles/13765842-using-products-services-for-quicken-business-personal