QuickBooks Online Feature Requests

Welcome to the QuickBooks Online Feature Requests forum. Please look through the submitted requests and vote or create your own suggestion that others can vote on. Make sure to give us plenty of detail so we can better understand the problem. It is not guaranteed that any suggestions will make it into the product, but it will help us identify the features you want most.

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  1. Customizable Homepage Dashboard Screen

    It would be nice to have a customizable dashboard homepage where actual users get to pick what they need to see and which navigation buttons they use the most to the homepage screen. At this point, it's Intuit hard-wired homepage dashboard even on privacy mode. Many business owners saying when they're sitting next to their customers and creating transactions, they're not interested in sharing profit or loss, expenses, bank accounts, income, and sales chart.

    What they like to see the most on the homepage screen:

    1) To do list
    2) One click favorite reports
    3) One click invoicing
    4) One…

    1,178 votes
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      243 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
    • Wanted: One Click Home Page

      The QBO home page should have one click navigation to all of the main activities. One click to receive money. One click to create an invoice. One click to pay a customer, etc. Instead, each of these basic accounting functions is two or more clicks away.

      Can you imagine if the QBO team ever re-designed the Google home page? The Google home page would not have a search box. Instead, the Home page would show meaningless stats about all of the searches you did the past week and on top of the page they would place a tiny + sign…

      560 votes
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        18 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
      • Put the reminders list and recurring transactions list on the homepage, or on the toolbar on the left side of the screen. Thanks!

        Easy access to recurring transactions and reminders is crucial. This is one feature I consistently used in the desktop version of Quickbooks and would love to see it on the online platform.

        505 votes
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          29 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →

          Thanks for submitting this suggestion!

          To address this feedback, we have added a Tasks list on the QuickBooks Online home page. One of the tasks that can show up in this list is for recurring transaction reminders.

          When there are recurring transaction reminders pending, there will be a task in the list that will link to the reminders list page.

        • reminders list on home page

          add reminders list back to home page

          459 votes
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            99 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
          • Customized Home Page- A MUST!!!

            The sections on the homepage (Income, Expenses, Profit & Loss) should allow for each customer to arrange them in whichever order they prefer, and the content should not be limited to only the last 30 days, but should allow the time span to be increased to any amount. Also, I feel each section (Income, Expenses, Profit & Loss) should offer the options of a bar graph, pie graph or whatever you have available and even be able to see "This Year" vs. "Last Year". Please make these changes as I see they will greatly improve the homepage.

            139 votes
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              2 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
            • Allow sticky note or Personal Note

              It would be great to have a note feature...some way to attach a sticky note or reminder note that will pop up when you log in. Not just for due dates, but for other reminders. Is this possible?

              110 votes
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                24 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
              • Please consolidate the menus!

                Please consolidate the menus! What is intuitive about 3 different menus for pages we use on a regular basis, especially if 2 of them are hidden under icons that aren't intuitive in the first place? At the very least move the Chart of Accounts, Lists, and Tools to the main menu since they have nothing to do with settings, which is what a gear icon implies. And what is Reconcile doing under Tools in the first place. That should be under Banking. (By the way, why isn’t there a Banking menu anywhere?)
                I would be much happier with the new…

                85 votes
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                  4 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
                • Custom Dashboards

                  Please allow the home page to be customized. Not every user relies on invoices to record income. The Income dashboard element is useless to us and probably a lot of other users.

                  69 votes
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                    3 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
                  • Dashboard Customization

                    Customize Dashboard Items

                    63 votes
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                      3 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
                    • Customized Dashboard

                      Make the home screen where it can be customized and the customization remains inplace, not have to reset every time you open QTO... Or create a dashboard that can be built by the user with available data

                      63 votes
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                        2 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
                      • Home screen To Do list

                        Re-add ToDo list like in the previous version of QuickBooks Online

                        55 votes
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                          2 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add levels of security

                          Add more customization for security access. We would like our employees access to only create invoices and enter bills.

                          53 votes
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                            5 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
                          • Please make homepage different or customizeable

                            Please make the homepage customizable. Items that you have chosen to show (expenses, banking, profit/loss) are not things I need to access everyday. Customers, invoices, recent activity, product lists are all things that are relevant on a day to day basis. The three giant sections you have chosen to put in the middle of the homepage are really inefficient and unecessary.

                            48 votes
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                              3 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
                            • Client Home - Fiscal Year Please

                              On the Client Home page the Expenses and Profit & Loss numbers and graphs don't give the option of selecting Fiscal Year or Fiscal Quarter. To me this makes the numbers and graphs useless as they don't make sense on a Calendar Year basis.

                              38 votes
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                                1 comment  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
                              • Cancel Subscription

                                Why do you make it so difficult to cancel a subscription? There should be an entry point on the home page.

                                36 votes
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                                  2 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add filter

                                  When using advanced search feature, it needs to allow more search features when searching invoices

                                  34 votes
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                                    1 comment  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
                                  • sales graph

                                    Sales Graph, just like the desktop version

                                    32 votes
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                                      1 comment  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Vendor Groups

                                      It would be really helpful to be able to create vendor groups to sort the vendors into. This would make it much more manageable when viewing my list of vendors, and making changes, such as to addresses, phone numbers, etc. Thanks.

                                      31 votes
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                                        1 comment  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Custom Start/Home Screen

                                        Customize the start screen. All the items on the front page are almost useless for the way we use Quickbooks. Would prefer to have other items on the start page so I have quick view and access to what I actually use most. Like, what if I had a small block where I could write a check right on the start screen. Or, a place I can see a QB balance in each of my bank accounts (even if they aren't "connected" with QBO). Or maybe a window that shows class balances, or even a window with quick access to…

                                        28 votes
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                                          0 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Switch off the "set up guide" on the dashboard

                                          It is not suited to all businesses eg. when payment options are not required, yet you can't get rid of it unless you sign up? please update this area by adding a tab to switch it off. It also takes away the importance of the dashboard indicating how the business is performing. PLEASE SWITCH IT OFF!

                                          26 votes
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                                            7 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
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