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. Allow filtering transaction lists by custom dates

    Please add the ability to filter transaction lists by custom dates.

    2 votes
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      1 comment  ·  Lists  ·  Flag idea as inappropriate…  ·  Admin →
    • 1 vote
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        0 comments  ·  Lists  ·  Flag idea as inappropriate…  ·  Admin →
      • Mark pages of Packing Slips

        Please add on all the pages of the packing Slip, the Invoice Number. When I print a bunch of packing slips it is easy to have problems trying to find page 2 to what invoice correspond.
        Thanks,

        1 vote
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          0 comments  ·  Lists  ·  Flag idea as inappropriate…  ·  Admin →
        • Be able to archive portions of lists that are not currently used but don't want to delete permanently

          I would like to be able to archive or close up portions of a list (for us for example would be previous year's classes) in our Class list, without deleting them permanently. Then if needed, you could open up that info. Otherwise, you could just show the year that we are working in on the drop down menus. This is the same issue in our products list. When adding new products, there are hundreds of prices in past years that you have to scroll through to get to the newest at the bottom of the list. This occurs in all…

          1 vote
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            0 comments  ·  Lists  ·  Flag idea as inappropriate…  ·  Admin →
          • Add option to categorize estimates by date, not just alphabetically

            Before the recent update I was able to keep up with my estimates by the date I sent them. Now everything is alphabetical order and it has made it very difficult to keep track of recent estimates.

            For example, if I send an estimate to Valerie yesterday and Amanda 2 years ago, Amanda is the first estimate I see, even though it's 2 years old. So I have to search through hundreds of customers and multiple Valerie's to find the one I just sent the estimate to.

            I can send multiple quotes a day and can easily lose track of…

            1 vote
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              0 comments  ·  Lists  ·  Flag idea as inappropriate…  ·  Admin →
            • 1 vote
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                0 comments  ·  Lists  ·  Flag idea as inappropriate…  ·  Admin →
              • Customer/Vendor Category

                Can we have a field for customer/vendor account #?

                Any help is greatly appreciated.

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                  0 comments  ·  Lists  ·  Flag idea as inappropriate…  ·  Admin →
                • able to merge renaming rules

                  Ability to "merge" (renaming) rules. Example, Home Depot has many locations, each store downloads with the store specific info...would like to merge all "Home Depot" rules so I have only 1 renaming rules for home depot that includes all stores.

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                    0 comments  ·  Lists  ·  Flag idea as inappropriate…  ·  Admin →
                  • 2 additional columns are needed in list products & services.

                    We shall appreciate very much if two additional columns to products & services.

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                      0 comments  ·  Lists  ·  Flag idea as inappropriate…  ·  Admin →
                    • products box prices and attachments

                      At Products and services box.
                      Can you add a sale price brackets like
                      whole sale price
                      Retail price
                      Contractor price.

                      also a attachment box for pictures or brochures (not images like existing one)
                      also a notes box for special notes

                      1 vote
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                        0 comments  ·  Lists  ·  Flag idea as inappropriate…  ·  Admin →
                      • When looking at a vendor, if I search for different one on the left side, let me tab directly to the one I want

                        When looking at a vendor, if I search for a different one on the left side, let me tab directly down to the result I want without moving the mouse over to the results list.

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                          0 comments  ·  Lists  ·  Flag idea as inappropriate…  ·  Admin →
                        • Vendor to Item in List, Customer to Part in List

                          Please add the ability to assign non-inventory items to a Vendor for traceability and assign a Customer to Service.

                          1 vote
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                            0 comments  ·  Lists  ·  Flag idea as inappropriate…  ·  Admin →
                          • "Amount" column in Expenses and Sales Lists

                            Show an "amount" column in the Expenses and/or Sales list views.

                            1 vote
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                              0 comments  ·  Lists  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add Category column to Products and Services page.

                              Add Category to the column list of the Products and Services page.

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                                0 comments  ·  Lists  ·  Flag idea as inappropriate…  ·  Admin →
                              • Need to be able edit the name of the ship to box

                                Really need to be more flexible on the customization of forms ie invoice templates.
                                Need to change layout to suit our needs and impossible to do so
                                Seems very rigid compared to desktop quickbooks
                                Very disappointing

                                1 vote
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                                  0 comments  ·  Lists  ·  Flag idea as inappropriate…  ·  Admin →
                                • Please make an easy shortcut to a list of invoices going back into the past.

                                  I often find I want to see a list of invoices starting from most recent and going back into the past, regardless of whether they are open or closed. Just a simple list of all the invoices. It's a much easier way to review your invoices and find one you are looking for. This report should be front and center under reports or somewhere else easy to find without having to click through a bunch of menus and add filters. It's annoying!

                                  1 vote
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                                    0 comments  ·  Lists  ·  Flag idea as inappropriate…  ·  Admin →
                                  • client report by last activity

                                    Tag Clients, invoices, estimates, and receipts
                                    - this could be a category in the contact info
                                    - could be button or option box at the top of forms
                                    This would allow users to refer back to clients and forms based on particular interest or needs.

                                    It could also allow a report to be generated by "tags" that the user has already created based on their business needs and practices.

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                                    • I wish to print statement account list which had emailed to client already

                                      How to customize the report for statement accounts which customers emailed column.

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                                      • 1 vote
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                                          0 comments  ·  Lists  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Multiple revenue accounts for single product/SKU

                                          It would be a good feature to enable a single SKU/product to have multiple revenue accounts. For example: I have a single SKU/product that I charge $100 but it contains parts A and B, would like to split the revenue between A and B in different revenue categories.

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                                          QuickBooks Online Feature Requests

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