QuickBooks Online Feature Requests

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  1. Wholesale billing history

    As an Accountant with several clients on QBO wholesale billing I am surprised and disappointed to find that the billing history for me is not available online like direct clients have. I have two serious issues:

    1. The past billings are not available.
    2. the billing area has no Print or Export to Excel option for us to be able to print the
    Wholesale billing.

    I'd like this situation corrected ASAP.

    Thanks
    Davinder Khanna
    Accounting Heritage Group LLC

    68 votes
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      2 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
    • Downgrade from Plus to Essentials Online without HASSLE

      Allow all users to downgrade from QB plus version to essentials without a SERIOUS HASSLE. This should be a VERY simple thing for Intuit to offer. However, now that I realize I only need essentials after the trial period, I am not able to just get it. I have to set up a whole new account, export my data to a desktop version that I don't have, all the while using Internet Explorer? WTF? I am on a Mac and got the online version to avoid all of this. This is my first and LAST business that I will use…

      66 votes
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        10 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
      • Time tracking

        Time tracking on app via smart phone / ipad

        58 votes
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          6 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
        • Automatic recurring credit card charges

          Allow recurring credit card transactions automatically for customers. I have customers who want me to bill their credit cards automatically. Right now I have to remember each customer who wants that done ever month. Then I have to do it, it's time consuming.

          I would think it would be easy add a button to auto bill certain customers.

          48 votes
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            3 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
          • Print Bills

            Please ad ability to print bill's created in QBO. This function is not available currectly and seems to be a valuable tool to add to QBO.
            Thanks in advance, looking forward to a resolve here!

            47 votes
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              2 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
            • Window envelopes issue

              When I print my invoices and fold them into the double window envelopes (3 way fold) like we were doing for years with the desktop version of QB's, the address is way off, it's too low and I have to write out envelopes. The remit to address and our customers address are too close together, we need more space in between for our return address to show up in the top window (standard window envelopes #10) and the customers address to show up in the bottom window.

              THank you

              46 votes
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                0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
              • QuickBooks Online Subscription Renewal Payment Options

                I would like to have the ability to pay the QuickBooks Online Subscription Renewal fee with options such as direct pay, ACH, or other options than just credit and debit cards. Can this be made available, please?

                42 votes
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                  1 comment  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                • Provide a way for end clients to update their own billing/Credit card info

                  Credit Cards expire, get lost, etc. requiring an update to the card info per customer record. We need a way or end clients to have web based login access to their billing info, account history, etc. including the ability to update their credit card information. When a failed credit card transaction occurs, there should be an automated way for QBO to email a notice (we can customize) of the failed transaction instructing the client to update their credit card info and reprocess.

                  41 votes
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                    6 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                  • Ability to Hide Unbilled Charges on Invoices

                    I use time reporting for billing clients. Put a check box next to each unbilled time charge to print or not print on the invoice. This would give the user the ability to summarize the work done without all of the individual charges cluttering up the bill. This would also give the user the ability to "write-off" an unbilled charge without showing the client/customer. I would still want those unbilled charges closed out with the bill so they don't show up next time when the client is billed.

                    41 votes
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                      4 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                    • Show the description with item number when entering and invoice

                      Would be nice to have the description show when entering in items on an invoice or sales receipt. At present you can only see the item number until you tab to the next cell. Would be nice to have a search feature as well right in the window for entering in new items. An example of how this can look is taken from Method Integration where they connect directly in and allow this type of input.

                      39 votes
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                        2 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                      • No "paid" stamp option on zero balance invoice

                        Give an option on invoicing whether or not to stamp "PAID" on a zero balance invoice. (desktop offers this option)

                        39 votes
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                          6 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                        • Vendor Time Sheet Data -> Bills: Allow vendor time entered on a time sheet to appear on a new bill from the vendor

                          When vendors log their time, allow us to select that data and create a new bill from that vendor. This functionality exists in desktop QB. The data is there, it should be easy to have it appear just as time appears to add to outgoing invoices.

                          39 votes
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                            2 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                          • Move the "PAID" stamp out of the invoice body!!!

                            We should be able to move the "PAID" stamp to a new location or have the ability to turn it off completely, at least for zero amount invoices. I have typed lengthy reports in the description/body of a $0 invoice and the "PAID" stamp is so ridiculously placed over what I've typed.

                            39 votes
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                              16 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                            • quarterly recurring invoices

                              There's no quarterly option for recurring invoices. My business runs off quarterly billing. Please fix this and notify me when it is.

                              39 votes
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                                8 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                              • Display Emailed Invoices TOTAL AMOUNT DUE

                                Please have the emailed invoice “display page” show the TOTAL AMOUNT DUE, including the Past Due and New Charges, just like the PDF version of the invoice shows. Also, please synchronize the total amount due with Intuit Merchant Services so customers can pay the TOTAL AMOUNT DUE ONLINE – Just like the IPN payment center does when it displays All OF THE OPEN INVOICE THAT ARE DUE.
                                Thank you.

                                39 votes
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                                  1 comment  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                • 39 votes
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                                    17 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Invoices for Parent-client/sub-clients

                                    Invoices for Parent-client/sub-clients no longer work correctly in the new version of QuickBooks Online Plus. A parent-customer invoice for unbilled charges (Delayed Charges) no longer sub-totals by sub-customer. The invoice just lists all of the sub-customer charges without even including the sub-customer name. This makes the invoice impossible for the parent-customer to know which sub-customers are on the invoice lines. Please fix the invoice to once again sub-total the sub-client charges and display the sub-client name for each sub-total. Thank you.

                                    37 votes
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                                      2 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Use Own Email Address as Sender for Invoices

                                      Add setting to change the Sent/Reply To email address from QB Online to the registered user's email address.

                                      35 votes
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                                        2 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Customer Price Levels

                                        please add price levels so we can charge different customers/jobs different rates, like in desktop! thank you!!

                                        34 votes
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                                          0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Ship To Address label editable

                                          Make the Ship To Address field label editable so we could change it to Service Address.

                                          33 votes
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                                            2 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
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                                          QuickBooks Online Feature Requests

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