QuickBooks Online Feature Requests

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  1. Billable expenses and charges - separate!

    PLEASE show billable expenses and charges separately on customer invoices - like they used to be!!!

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      0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
    • Add notification of changed invoice line item parent

      Add notification icon (or something!) to invoice line items when the parent billable expense is modified, and allow for easy updating of the invoice line item.

      Currently, once you add a billable expense to an invoice, it completely looses its relationship to the parent expense.

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        0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
      • Search by Shipper's Name

        It would be very helpful if we could Search Invoices by Shipper's Name and/or Address

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          0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
        • smart phone access

          To be able to get access to product and service from a smart phone.

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            0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
          • Monthly Subscription Payments for Clients

            Need a subscription payment system for processing recurring monthly payments automatically billed to credit card. Should also have a trial period, e.g. free trial for 30 days and billing occurs at end of trial. OK to send client authorization email, BUT payment must be automatic or it is useless. Stripe has an awesome platform for this, model after theirs, it works great (we use it).

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              0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
            • Return Lost Invoice Preparation functionality

              We need the invoicing user interface to work like the old one did regarding multi-line descriptions. We could always view the invoice with ALL the description text while working on it. Now, only what fits on the first line of the description is visible to the user unless they perform a Print Preview.
              This is a very annoying take-away of previous functionality. I'll bet it can be repaired easily enough.
              Looking forward to a quick fix here.
              Thanks!

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                0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
              • Custimizable Invoice Templates!!

                This Online is great, unless you are a company that actually sends invoices to a customer! Please create more attractive invoices, or make the customizing features the same as that available on the QB Pro. The 4 existing invoice templates look homemade and very unprofessional. Send and Return Address have poor alignment in envelope windows.

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                  0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                • Allow a blank line on est. and invoices

                  Enter new line (wihout having to add a character!) on invoices and estimates so is blank since it looks terrible and unprofessional as is.

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                    0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                  • make payments via phone

                    I would like to be able to pay for the qb subscriptions with my phone

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                      0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                    • Print bills, time sheets & checkbox

                      we need the ability to print bills & time sheets + we need the checkbox to know if the invoices need to be send via email or to be printed (regular mail)

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                        0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                      • Which customer pays what?

                        I need to find a way to know which invoice got paid by which customer. I am a single business owner so I know which customer I invoice and for what. When I get a payment email that says the Invoice got paid, I don't get any other information of who was the customer that paid, I have to click View Invoice which if I open it on my phone it takes me to the website instead of the Mobile App. Is very simple just put the customer name on the Email. I also login to the dashboard and clicked…

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                          0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                        • LOCATION Glitch

                          Fix Invoice Glitch that holds last invoice LOCATION which is different for each client invoiced or default it for each client to a unique value....or blank it after save and close or save and new....anything is better than whats there now.

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                            0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                          • Different invoice # for expenses v. professional services

                            Invoice numbers - can we have them on the upper right, so that they stand out more?

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                              0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                            • Spacing Issue on Invoices

                              Invoice shows company phone number but there should be a space between the area code and the rest of the number.

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                                0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                              • Editable Product A/R destination account

                                We'd love to have the functionality to edit a product's A/R destination account. We can only edit a product's income at this time. For reporting purposes, we need to exclude certain invoices from the population because these funds belong to our customers. We're just holding a retainer of funds on their behalf. If we could have this product hit a specific A/R account, then we would easily exclude it for financial reporting purposes. We're currently forced to handle this outside the system.

                                Thanks,
                                Tim

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                                  0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                • Form Title Interchangability

                                  I talked to a wonderful lady on your support line and she suggested that I fill this out real quick. I was hoping to change the wording on my estimate form to be labeled as something different than "estimate." Myself, I was hoping that it would say "Proforma Invoice." Different industries have different terminology for estimate, so allowing this to be changed, would allow greater flexibility for your product.

                                  Thank you very much for your help,

                                  Aaron M. Christen
                                  The Association for Consumer Research

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                                    0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Broken file attach to invoice, and others

                                    attaching files to invoice worked once, but no more. Both in chrome and firefox. Grrr, this new upgrade is costing me a ton of hours for problems like this. I can't say how many tens of hours it took me to "happen" to click on the clock face in the upper left corner of an individual invoice to find the lost "recent" invoices. That's not intuitive at all. At least give some "mouse over" text. Also, would like to see the date in the timecard column, to make sure you are entering data in the right week without having to…

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                                      0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Need Line Items Shown Taxable

                                      It would be helpful, if like the old QBO, we could mark and show visible to clients which line items are taxable, with the little "T" next to the amount.

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                                        0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Do NOT lump Billable Expenses together with pending estimates!!

                                        I REALLY dislike how I now have to scroll in an invoice to find billable expense charges, which are now BELOW all the estimates for that customer. Why can't the these charges be visible on the screen, like they were before? I am afraid I will miss charging the customer, since they are "buried" way down at the bottom and not visible without scrolling. Please don't lump the expense charges together with pending estimates!!!

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                                          0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Showing the Creator of a Time Charge in an Invoice

                                          When creating a new Invoice, and then adding time charges to that invoice. It would be very helpful to see who created a particular time charge. When creating an Invoice that has dozens of time charges from multiple employees. It would be helpful to see the name of the person who created the Time charge.

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                                            0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
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                                          QuickBooks Online Feature Requests

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