QuickBooks Online Feature Requests

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  1. Variables in Recurring Transactions

    Would like to have a way to add a variable in item descriptions, especially in recurring invoices, to automate monthy or quarterly recurring invoices. Something in the nature of "Service for the month of %MONTH%" so the generated invoice would have the name of "January" or such in the month the invoice is generated for.

    191 votes
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      38 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
    • I do once a month recurring billing using recurring invoices, there are up to 100 invoices that are done at a time

      I do once a month billing using recurring invoices, there are up to 100 invoices that are done at a time. Can the description field (or other field) on those recurring invoices be mass updated to include the new month/year that the billing is for? I currently refer the customers to the date of the invoice but they find it confusing.

      26 votes
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        2 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
      • Recurring template updates

        Be able to make recurring invoices with part of the description updating each new invoice. Example- adding dates in the description and the recurring invoices changes this automatically from June to July or 2015 to 2016...

        25 votes
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          1 comment  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
        • Automate Next date on reminder recurring transactions

          When you use a memorised transaction using the "Use" button, I then have to go back into the Template to adjust the new next date manually! Why do you have this antiquated option because it is available in your Quick books 2008, 2012. and 2015.

          18 votes
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            2 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
          • Allow users to add in a Placeholder for recurring transactions.

            I invoice clients in some cases weekly or monthly and it would be nice to create a recurring transaction that used place holders. for example if a invoice was generated in October, it would be useful to have "for the month of October" as the first line of the invoice but having this changed automatically so if the invoice was created in November, the month would change automatically without any manual editing.

            16 votes
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              1 comment  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
            • Automated Recurring Invoices - ACH/Credit Card Payment

              When you have a recurring invoice which includes the ability to add unbilled charges, select whether a customer can pay online via credit card or check we would like to add additional functionality that is currently contained in the recurring sales receipt function.

              In particular the ability to autopay the invoice with the customers onfile payment method, either Credit Card or ACH.

              From a workflow perspective this would allow for a recurring invoice, to include unbilled charges to be generated, then have it paid then send the customer a "paid" invoice without having to actually do any of those steps.

              14 votes
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                0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
              • Show the Recurring Templates on the Transaction Page

                I really need to be able to see the recurring template for each customer on the same page and the rest of the transactions instead of having to filter each time.

                I would like to be able to have a permanent spot at the top of the transaction page so you can instantly see if there is a anything schedule without having to change screeens

                12 votes
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                  0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                • Ability to embed name of month in recurring invoices description

                  This is what we need for recurring invoices : The ability to embed the current month (or current month +1 or +2 etc) in a recurring transaction invoice where the invoice is sent out in advance like a monthly rental or subscription. So it would read "Monthly Office Rent : October"

                  11 votes
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                    1 comment  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                  • Automated, Bulk Statements

                    Ability to send statements to multiple customers on an automated basis. It seems you can't send bulk statements until you've sent individual statements (according to the conversation I had to today with a support agent). There is also apparently no recurring option for statements. With hundreds of customers, the process of manually sending statements in order to be able to bulk send statement seems inefficient. Then to not have that be an automated process going forward compounds the problem.

                    10 votes
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                      0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                    • Sales Receipts - Declined CC

                      A report or error log on recurring sales receipts that the credit card doesn't go thru. Right now if you look the system shows as if you got paid on sales receipts unless you open sales receipts then it shows you have a rejected merchant issue.

                      9 votes
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                        0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                      • Recurring Purchase Orders Options

                        I would like for the recurring purchase orders to have multiple options such as Automatically send emails, dont send email, or send emails when I want. I have been using Quickbooks Online for a couple of years and noticed that my Purchase Orders are now sending out automatically. They did not before and i'm sure this is not the first time you have heard about the update being flawed. PLEASE UPDATE ASAP!!!!!!

                        9 votes
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                          0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                        • Find-and-replace for updating JE's

                          It would be very useful to have a way to change all of the memo's simultaneously on a Journal Entry.

                          Eg 08.2015 or Aug 2015, just tell Quickbooks to find and replace "08" with "09" or "Aug" With "Sep".

                          Thanks

                          8 votes
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                            0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                          • Automated Recurring Reminders - Past Due Sales Invoice

                            Sales Past Due Statements / Reminders - Automated.

                            Configure a time based trigger when automated past due notices are sent.

                            The notices should include the summary of the invoices that are past due, the amount past due per invoice and the total past due.

                            If electronic billing is enabled, then the ability to pay the invoice using the approved method ACH and/or CC.

                            It should be integrated into the existing online invoice system that is offered which allows logon, saved payment method and the view of prior invoices. This should be leveraged for this function. So that when the "email"…

                            8 votes
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                              0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                            • batch print recurring invoices

                              been using qb for 20 years hate what you've done to it

                              8 votes
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                                1 comment  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                              • batch invoice

                                It would be good if you could batch invoice every client you have on the list. We are a fraternity and nearly all members are charged the same amount every year. This seems silly that I have to go through all members one-by-one and do an invoice EVERY year. This needs to be a default action. I might as well go back to MS word and MS excel if this is going to be the option.

                                7 votes
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                                  0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                • macros for adding date into description of product/service in invoices

                                  I need macroses for adding date into description of product/service in invoices created from reminders (in QuickBooks Online) - for example, I have service Complete cleaning and it's description Weekly service - but I need to change it to Weekly service 12/01/2015 - 12/31/2015 for examle, I need macros like this: Weekly service (1st day of current month) - (last day of current month), and these dates will change every month into the current dates, also I need (1st day of previous month) - (last day of previous month) and (15th of previous month) - (14th of current month) and…

                                  7 votes
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                                    3 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                  • give the ability to email clients ahead of time about a recurring charge that will happen soon.

                                    Would love to see the ability to send a client an email 2-3 days before a recurring charge hits as a reminder that it is going to happen. For clients that are billed annually it is easy for them to forget that a charge is coming.

                                    6 votes
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                                      0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Quarterly Recurring Transaction

                                      Could it be possible to add the option of quarterly when setting up a recurring template?

                                      6 votes
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                                        1 comment  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                      • For more than two years, we have had problems, with the recurring templates, which is to NOT have to do anything. I am constantly being p

                                        For over two years, we (along with others) have had problems with recurring transactions. The point of recurring templates is to NOT have to do anything. I am constantly being peppered by customers to have a service date present (even though I tell them it's the date on the invoice).

                                        Please resolve this date issue on recurring transactions.

                                        Thanks!

                                        PS - I spoke to Alan on 10/29/15 re: this issue

                                        5 votes
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                                          1 comment  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                        • recurring invoice #'s

                                          Aallow for customized invoice numbers to move forward in the recurring transactions templates.

                                          5 votes
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                                            0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
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