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. Job Costing and Job Project Tracking

    Have Job Cost or Project Cost or tracking function within Quickbooks Online.

    5,153 votes
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      728 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →

      Welcome to QuickBooks Projects! Projects help you organize all the pieces that make up a project, including transactions, time, and running reports so you always know how your project’s doing. This feature is currently only for QuickBooks Online Plus in Canada, UK, United States and Australia.

      Please see this article for more information about projects:
      https://community.intuit.com/articles/1549960

      This is just the beginning for Projects, and we’d love your feedback. You’ll see a feedback button in your project. Tell us how it’s going and what we can do to make Projects better.

    • Enable a Sales Rep to be assigned to a Customer/Client

      Make it possible in the Edit Client Information Screen to assign a Sales Rep to a Client. This would enable quick reporting of Sales by Rep

      1,012 votes
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        under review  ·  80 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
      • More search options in customer center.

        It would be nice to be able to search for the customer by any info that is provided. My technicians do not always know customer names as they do not make contact with the clients, so it is much easier for them to just give me an address. It would be nice to be able to start typing in part of an address and have options come up. Otherwise I have to run a full report and then go through 100+ clients to see whose name belongs to whose address.

        543 votes
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          65 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
        • Missing estimate information on Estimate summary page

          Missing columns under Customers>Estimates: in prior version of online, summary page of open estimates included columns of estimate date, estimate # and memo field. New version has removed this incredibly useful information needed to see aging of open estimates, for look-up of an order by estimate # and for special notes on that order (ex. Rush order).

          312 votes
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            5 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
          • Add a "print mailing labels" feature.

            I should be able to easily print mailing labels by just selecting names from my list of members, customers or vendors, click "Print" and be done with it. All the mailing label companies I'm sure have printing templates that should be easily incorporated into QBO. I shouldn't have to do a mail merge with MS Excel and Word just to print a label. I find it hard to believe that QBO doesn't have this, as every bookkeeping program I've used over the last 20 years has this already.

            266 votes
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              60 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
            • Add Customer Numbers to the database.

              Big companies use it and when our customers go online to their bank to create an online bill pay entry they need one. We look like we are working out of our garage instead of from the corner office. I've been asking for 10 years in various forums. Sure there is a way to add the information to an invoice for each customer but painful instead of "My QuickBooks does it for me"

              240 votes
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                19 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
              • Customer "type"

                Dear Sir or Madam,

                Why is the "customer type" feature missing in Quickbooks Online? It is such a basic feature that I'm shocked to hear that you forgot to include it in the Online version! I'm considering cancelling my subscription. The ability to categorize customers is so basic, and with your "location" and "class" function it just cannot be done. As your support staff explained to me, these features only allow to categorize transactions, not customers. But I need to run reports for certain customer groups, and I certainly do not want with hassle of selecting a "location" or "class"…

                218 votes
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                  68 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
                • Credit Limits

                  Need to be able to set customer credit limits, so a new sales order would be blocked until customer bring open AR down below the limit.

                  151 votes
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                    2 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
                  • Customer/vendor batch action for active/ inactive

                    Please create a batch action for making customers active/ inactive

                    125 votes
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                      24 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
                    • receive payment

                      We have many customers that do not pay the full amount due because of a bank wire fee or credit card transaction fee (etc.). Right now, I must do a Journal entry for the fee before going to receive the payment. It would be nice to be able to hit an account for the fee in the "Receive Payment" tab so that I do not have to make a separate journal entry.

                      116 votes
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                        8 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
                      • Allow multiple contacts per store or "customer"

                        It'd be nice to be able to have the owner, the buyer, AP etc.on each "customer"
                        It would also be really cool if there could be a billing address, a shipping address and a STORE address.
                        Thank you!

                        111 votes
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                          4 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
                        • statements

                          need more customizing options for statements

                          91 votes
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                            7 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
                          • Account Numbers for customers

                            There simply is no reason Intuit should not have a unique customer account number for each customer.

                            83 votes
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                              8 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
                            • Customer "viewed estimate" feature

                              The feature that allows you to see when a customer has viewed an invoice is great. It would be nice to also have this capability when a customer views an estimate. I have run into several customers who say that they have never received an estimate weeks after a quote was delivered only to find out that it went to their spam folder due to the fact that the email was sent through a large third party email client. This feature would better allow business owners to monitor progress and follow-up with customers as necessary following estimate delivery. Thanks for…

                              77 votes
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                                23 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
                              • Address Search

                                Please add the ability to search for customers by their ADDRESS. We have many rental properties & the name is under the OWNER not the RENTER & it makes it very long & difficult to find the correct customer account.
                                Thank you.

                                74 votes
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                                  1 comment  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
                                • 365 Days Open/Overdue Invoices

                                  I would like to be able to view more than "365 days" of open/overdue invoices within my Customer screen. (This is a huge inconvenience, in order to see past due amount owed from my customers farther back than 365 days I have to run an A/R summary....I cannot re-create another invoice for the customer with past due amount owed because in the A/R summary it will say they owe double of what they actually owe)

                                  74 votes
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                                    4 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Set Default Customer or Supplier GST HST PST Sales Tax Codes for Canada Customers

                                    Set default Tax Code (GST, GST/PST, HST) on Customer or Supplier record.

                                    73 votes
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                                      27 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Need old customer list view back - with list on left and detail next to it

                                      need to be able to quickly get to part of customer list without having to "scroll" or hit "next page" buttons - like we could do in old version. we could pick a name in the list and it would take us to that part of the list and we could see customers with same last names and their balances at one glance. new way now forces us to have to open each record separately just to see balances. This is VERY cumbersome when trying to figure out how to allocate payments made by one customer over 3 or 4…

                                      69 votes
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                                        6 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
                                      • how about multiple ship to addressess per customer like in the quickbooks software

                                        how about multiple ship to addressess per customer like in the quickbooks software and be able to select it when doing invoices

                                        69 votes
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                                          5 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Attachments for Customers/Vendors

                                          Attachments for Customers/Vendors needs to be added so we can attach business cards etc.

                                          63 votes
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                                            17 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
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                                          QuickBooks Online Feature Requests

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