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. DELETE customer

    DELETE a customer, not just make inactive. DELETE.

    71 votes
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      2 comments  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
    • Increase character string length in QBO downloads of "description/memo field". Need to increase to 60 characters

      QBO limits the download from BofA's description filed character string length to 32 characters. Please increase it to 60. Important memo/description data is missing because it truncates. That makes me have to go online and manually cut and paste the description field into the memo and description fields in QBO for debit card and other online actions (ie-transfers, online payments, etc).

      Example of QBO online download to QBO "Bank and Bank Card" section:

      Here's what is downloaded into QBO (online banking transfer to another account:

      Online Banking transfer from CHK

      Here is what is in the Bank of America Online…

      35 votes
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        3 comments  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
      • Re-Enable Apps in the QBO Accountant

        We as Accountants need access to third party apps on our website. Please re-enable it so that we don't have to jump through hoops to access client apps!

        19 votes
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          2 comments  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
        • Add a customizable task/to do/reminder list to the QBOA client list.

          When the client list is displayed this would allow you to easily track items that need attention such as tax payments, reporting, etc., etc.

          13 votes
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            1 comment  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
          • Automatic assignment of Team when new client added in QBOA

            Although some accounting offices prefer to manually assign clients to each team member, I prefer to not have to do that. Currently, if I add a new client to my customer list, my team members don't have access to that client to post their time, create invoices for me or do any work until I go to each team member name and manually check the box to allow them access to see. That is a huge waste of my time. I would at least like an option provided during new client set up to "allow access to all team members"…

            11 votes
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              1 comment  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
            • QBOA invoice emails to several addresses

              I cannot email clients' invoice to more than 1 email. Can this be set up? It's not unusual for clients to have an office manager or a bookkeeper in addition to me as an accountant. Both need to see an invoice from me.

              9 votes
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                1 comment  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
              • Add the option to give all team members access to new clients by default.

                It is burdensome to give every individual team member access to each new client one at a time. I would like the option for all team members to be added by default to each new client I bring on.

                8 votes
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                  0 comments  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
                • wholesale billing more detailed

                  With accountant version, to be able to see a clear breakdown of when each client started wholesale billing so that I can bill for the correct dates.

                  8 votes
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                    0 comments  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
                  • Desktop App portal file differentiated

                    Desktop App - opening QBOA file would be easier if the file list differentiated it clearly as accountant portal or quickbooks file.

                    7 votes
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                      0 comments  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
                    • Restore QBO Accountant user ability to administer client app connections

                      Not only were apps removed from the QBOA client list page, but I've now been informed that accountant users are now unable to administer these connections even when established from within the app itself. Previously, accountant users could establish a connection from, say, Bill.com or Tallie and then select the QBO client to which we wanted to connect.

                      Removal of this functionality forces us either to go through our client to establish/disconnect/reconnect or to create a 'dummy' company admin user that we use solely to admin connections.

                      The first option isn't viable part of the value that we provide to…

                      5 votes
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                        0 comments  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
                      • Automatically Adjust GST when writing off invoices for Canadian Customers

                        It would be great to be able to write off an invoice without first having to edit the GST on the invoice before going to accountant tools to write off the invoice.
                        When writing off invoices to bad debts, there is a warning message that says "Please be aware: GST is not yet automatically adjusted when using this feature" whiich is frustrating. It would save a lot of time for accountants at year end to be able to write off multiple invoices at the one time without having to worry about the GST not being adjusted.

                        5 votes
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                          0 comments  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
                        • End client access restriction for Team

                          I'd love to see a setting that allows a Team member to access all clients right away. I understand the reasoning behind not sharing them initially but in a small firm during busy season we need access to those clients right away. It's important that time worked be entered in a timely manner. I currently have to update client access to other team members after every new client. Not having access to them has left us with 2-3 duplicates all with time entered on them. Having the option to merge is wonderful but I'd love to avoid this mess with…

                          5 votes
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                            0 comments  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
                          • Keeping My Client Names Confidential

                            I am a mental health counselor ethically and legaly obliged to confidentiality. Could you please create a way to scramble my clients' names so I can connect my accountant to help me grow? I could see if being pretty simple from your end. They do not need to know my clients names, it could be scrambled or simply "Client 1, Client 2, Client 3, etc." when they see it. Thanks.

                            5 votes
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                              1 comment  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
                            • Accountant - Client List

                              On the Accountant screen don't duplicate my customer if they already are using QBO.

                              5 votes
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                                0 comments  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
                              • Turn on messaging for our non QuickBooks clients

                                Please activate messaging for our non QuickBooks clients. It would be so nice to be able to send messages and files to both QuickBooks and non QuickBooks accounts.

                                4 votes
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                                  0 comments  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
                                • Class Column on Client Transaction List

                                  Would you please ADD a column option for CLASS on the Clients Transaction List screen.
                                  Thank you

                                  4 votes
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                                    0 comments  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
                                  • notifications for shared documents in QBO

                                    In the shared documents area of the QBO Accountant screen, it would be helpful if you could set up notifications so that the client gets notified when accountant uploads a document (or vice versa - notify accountant when client uploads document). It is great tool for sharing reports, but not as useful when the you don't know there are reports out there to review

                                    3 votes
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                                      0 comments  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Allow employee access customization at Firm Level

                                      At this time, all accounting firm employees given team access to a firm's client list have all or nothing access to each client. The firm should be able to customize limited access to specific clients for each employee in addition to giving full access privileges or none at all.

                                      3 votes
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                                        0 comments  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Email custom messages straight from QB.

                                        Make it possible to send emails straight from QB, along with being able to select all customers and send the same email in bulk, yet make the BCC'd. For example I'd be able to select all customers, send an email to all of them without them seeing each others email addresses, and also being able to select only one, or a handful.

                                        3 votes
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                                          0 comments  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Format

                                          It was very stressful just trying to set up Quick books on line and then find out I can’t format the estimate / estimate sheets to look like the desk top version.

                                          3 votes
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                                            0 comments  ·  QBOA Client List  ·  Flag idea as inappropriate…  ·  Admin →
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                                          QuickBooks Online Feature Requests

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