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. Batch edit

    It would be nice to be able to batch edit items for all fields, not just the account. e.g. type, description, memo etc.

    148 votes
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      35 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
    • Need actual accountant name in audit log

      We have numerous accountants setup in our QBO accountant umbrella.
      When viewing the audit log of a client we can only see the words "your accountant" instead of the actual accountant's name or ID.
      This makes the audit log weak in terms of usefulness.
      Please add this feature.
      Thanks so much!!

      50 votes
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        4 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
      • Tracing transactions to the individual team member level

        My suggestion is about making it possible to trace the transactions to the individual team members’ level of the accounting firm:
        Audit trial is a very powerful tool to review the accounting work done. However unfortunately the current settings are not making it available to trace transactions to the team member level on the accountant side. It’s only showing the transaction is done “by your accountant”. It would be a very helpful option for mid-size or large accounting firms to be able to trace to the individual team members who actually made or change the entry. Of course, it’s better…

        18 votes
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          0 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
        • Change "Write Off Invoice" Feature

          The "Write Off Invoice" feature doesn't work as envisioned. The feature currently updates the original outstanding invoice amount to be zero by adding a discount.

          While this removes the outstanding invoice from A/R, it fails to create a historical trail. So if I were to run a historical A/R report it would no longer match what any original statements because QB has gone back in time and adjusted the original invoice so it appears like it was never even sent at all.

          The better way to show a write off is to create a journal entry in the current period…

          13 votes
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            0 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
          • Audit trail missing detail

            Audit trail shows "entered by accountant" we need to know which user in acct's office entered the transaction

            8 votes
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              0 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
            • Invoice

              Correct the invoicing issue.

              6 votes
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                0 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
              • Show actual user name instead of "Your Accountant"

                Audit log needs to show the user that made the change/deletion rather than just "Your Accountant".

                6 votes
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                  0 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
                • improve audit logs user identification

                  When working with accounting firms the audit log only shows Your Accountant as the user. Unfortunately the accounting firm has many users so we are not able to identify who made the error. It would save end users quite a bit of time and money being able to quickly identify the person that needs training.

                  6 votes
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                    1 comment  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
                  • Audit Log Reports: Exporting, emailing, memorizing

                    It would be nice if the audit log report were treated like a regular report, with the ability to memorize it (eg, if you want to see what a specific user has done during the last month) and auto emailing. At least it should be possible to export it as an excel file.

                    5 votes
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                      0 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
                    • Robust Audit Log Report

                      I need a more robust report for the audit log, e.g. filtering by customer, exporting to an XLS.

                      4 votes
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                        0 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add a filter to the Audit Log to filter by event type, i.e. Added, Edited or Deleted

                        Request additional filter on Audit Log to filter according to event type, i.e. Added, Edited or Deleted.
                        I am seeking to setup performance measures for bookkeeping activities and can use the time between Date Changed (Added) and Date (of transaction) to monitor how long it takes to get transactions entered into QuickBooks.

                        3 votes
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                          0 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
                        • Archiving then clearing the audit log

                          I need to be able to archive client information and transactions AND remove them completely from the program, INCLUDING the "inactive" and "audit" records.
                          I'm not trying to "hide" anything unethical or illegal. MY client information, like any business, can be subject to unauthorized use of the program or even hacking. Customer information, including what they've ordered can be court ordered and there needs to be a way to archive and completely remove any trace or record.

                          Secondly, I need to be able to dump useless information from applicants and those that we did not work with. There's no need…

                          3 votes
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                            0 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
                          • audit log not showing if users did any export

                            Audit log does not show if a user did any export to excel or any other program. Please have it set up where if a user does export to excel this will show on the audit logs.

                            3 votes
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                              0 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add Compare ability when Products or Services are edited

                              Could use a "Compare" ability in audit log for "Edited Product or Services." Currently, you can compare when invoices, expenses, etc. are changed and see what changes were made, but you cannot see what changes were made to products or services.

                              3 votes
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                                0 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
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                                3 votes
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                                  0 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
                                • allow the audit log the same flexibility as other environments. Filters and "Page _ of _" functions would be a nice start.

                                  The audit log should have the same flexibility as other environments. This is one place where navigation suffers and creates more work than necessary. Filters and "Page _ of _" functions would be a nice start.

                                  3 votes
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                                    0 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
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                                    3 votes
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                                      0 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
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                                      3 votes
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                                        0 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Transaction History/View Deleted Transactions

                                        View Deleted (Journal Entries) Entries and/or View history of any one transaction.

                                        3 votes
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                                          0 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
                                        • make accounts deletable and make imports or syncs reversable

                                          In my opinion, if you (I) make a mistake, you should be able to TOTALLY ERASE it from the permanent record!

                                          I synced my QB Online file with Time Tracker (thinking it would sync from QB to Time Tracker and not both ways) and I want to undo the sync and/or erase all of the transactions, or roll back to yesterday (or anything except starting over!) and I cannot! I spent so much time setting up a brand new "clean" QB file only to have all the old customer and vendor info from the previous 13 years imported during a…

                                          3 votes
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                                            0 comments  ·  Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
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