QuickBooks Online Feature Requests

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  1. Customer/Vendor Category

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

    Any help is greatly appreciated.

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    • 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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      • 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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        • 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

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          • 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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            • 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.

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              • "Amount" column in Expenses and Sales Lists

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

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                • Add Category column to Products and Services page.

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

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                  • 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

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                    • 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!

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                      • 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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                            • 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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                              • Create an area for tracking fixed assets

                                Create a fixed asset tracking area just like you have on the desktop version. EXCEPT, have a report that includes the name, description, serial number, date of purchase and value.

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                                • Opt out of Product/service list for non-profit "pledge" creation- allow direct selection of revenue account

                                  Give us the option to opt out of the "products" and "services" lists for the sake of creating pledges. Creating purely symbolic "products" and "services" for each type of grant and contribution only seems like an inefficient use of time/resources when it would be significantly easier to allow us to select the revenue account we want directly on the pledge creation screen. Similar to how it works when creating a bill- I don't have to select an expense "product" or "service", I just select the account.

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                                  • Putting a little close button within each account, so that you can close that account down and return to where you were before.

                                    When I use the Orange overdue button to check those customers who owe us money, I click on the customer and open up their account. Having send reminders or called them, I have to use the blue back arrow in the left hand top corner. It then returns me back to the full list of our customers and there are lots of them. What I would like to be able to do is return to the original overdue customers list that I was on originally. At the moment is wasting a lot of time have to keep re-entering. I would…

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                                    • create a mass update for transaction moves from deposit to accounts

                                      Please create a mass update feature so that we may move several transactions from one deposit to account to another.

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                                      • Have emails show in printed contact list

                                        When printing a contact list to have the emails of the customers included.

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                                        • Pick either "delete" or "make inactive" (the 2nd is preferable) & stop using them interchangeably!

                                          The term "Delete" is scary because to a new user it might indicate that the data will also disappear. or your can't "undelete" a customer or account once you have deleted them. Once they are deleted, they are described in Settings as Inactive, not Deleted. It's just plain confusing!

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                                          QuickBooks Online Feature Requests

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