QuickBooks Online Feature Requests

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  1. invoices

    When you add an estimate to an invoice it would be nice if it copied everything from the estimate onto the new invoice, instead of having to retype the same information that was on the estimate onto the the invoice in the billing address box.

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      0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
    • Add a 'Piece Count' Column on Invoice

      We would like a column on our invoices for number of pieces. We are a camera rental house and need a piece count in additional to the number of days the gear is being rented for. The one column that you allow currently, we use it for # of Days rented so the extended dollar amy total will be correct. HOWEVER, when printing up a packing slip, this is ineffective.

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        0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
      • Attachment setting

        Add setting to know if there's an attachment to any item

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          0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
        • Customization on statement

          Allow customization (especially a logo) on statements.

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            0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
          • Emailed invoices & pay option

            When I email the client an invoice the amount due is the CURRENT invoice only. The client can view the full amount once he/she clicks the view invoice. NOW, when the client clicks the pay button it will not let them pay any amount above the CURRENT invoice. FIX THIS NOW!!!!!!!!!

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              0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
            • Pay One Vendor

              Bring back "Pay One Vendor" ability. Many of my clients are complaining that it's a feature they used very often but is gone in the new version.

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                0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
              • Layour Designer Needed

                Add the layout design feature to custom forms so you can create your own look and feel as you could on the desktop version.

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                  0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                • Improve receive payments page

                  From the receive payments page I should be able to "save and send". It is a waste of time to have to go back out to customer page, find customer, find recently paid, and then send paid receipt to customer!

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                    0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                  • More options for customizing invoices and est!!!!

                    Just switched to online version and miss the desktop version of creating invoices and estimates - why can't we customize like we could on desktop version???

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                      0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                    • need to categorize an get sub totals

                      need to be able to subtotal my customers invoices seperate totals for parts and labor

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                        0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                      • Have total invoice amount shown on screen and on invoice

                        Show total customer balance when issuing a new invoice

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                          0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                        • Improving Final Copy of Invoices

                          More options to better customize final invoice that is to be sent to customers.
                          *There are several issues with the overall final presentation of the invoices in our opinion that can not be fixed or adjusted and we are not happy with the final copy of the invoice that we are presenting to our customers.

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                            0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                          • Remove Billing name from Ship To box

                            Remove the Billing Company Name from the Ship To box on invoices. Or at least make it optional.

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                              0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                            • Date non traduite sur facture

                              Dans le formulaire de facture "GRAS", la date sur la facture est écrite en anglais... "May 29 2014"

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                                0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                              • individual rates for each client

                                Provide a way for customers to send a tip for a job well done. Or add extra money to payments.

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                                  0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                • Available Due By Field

                                  Add Due By field in list of vendor payments due, or allow that as a customizable option on the gear.

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                                    0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Invoice link for a billed transaction

                                    Billed transactions no longer have the direct link to the invoice it has been placed on from the transaction page itself. This was a nice time saving feature of the old QBO.

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                                      0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Statements Included with Invoices Automatically

                                      Allow a statement to be automatically created based on pre-determined defaults and included with an emailed invoice

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                                        0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Recurring Template - Consistent save as

                                        The way the recurring template process works is a MAJOR irritant. Sometimes it asks if you want to save an invoice created from a template back to the template, but sometimes it does not and then there is a problem because the template does not have the most recent saves... extremely irritating.

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                                          0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                        • video/web link imbedded into email invoice and statements

                                          link imbedded into "message box or memo box" that leads to web video etc.

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

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