QuickBooks Online Feature Requests

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  1. Manually mark invoice as sent

    The ability to mark an invoice as sent.

    We often download a PDF version of an invoice and either hand them to a client or send them via e-mail. The ability to mark an invoice as already sent would help track the status of our invoices in quickbooks.

    33 votes
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      1 comment  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
    • Default PO # on Invoices from the Client

      We are a services company and we ususally have mutliple engagments for a client. I create a sub-client for each engagement, which is usually associated with a client Purchase Order. I have to enter the PO # in the client name field so I can see it when generating invoices so I can put the PO # in the Purchase Order field on the invoice. If I could store the PO # on the client, which would then default on the Invoice, my life would be much easier and my client name records would be cleaner.

      32 votes
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        1 comment  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
      • adding columns to invoicing

        It would be nice to have the ability to add an additional column to invoices. I currently use all 5 that are allowed: Item name, sales description, quantity, rate/price and amount. Our company needs the ability to add a column for total weight of product (and keep quantity), as some of our products' costs are per pound. i.e. a customer may purchase 3 boxes of bacon, with a total weight of 15 pounds- we want the customer to see the quantity and the weight they are being charged for.

        32 votes
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          2 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
        • Purchase Orders-Invoices

          The ability to convert a purchase order into an invoice

          31 votes
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            12 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
          • Print Bills

            I would like the option of printing bills in the Vendor Center.

            31 votes
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              4 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
            • Allow customers to view account/invoices online.

              I want is for my customers to be able to login online and be able to view past invoices, and their account balance. Right now, they get an email with their invoice, but it only allows them to view that specific invoice, and not other invoices from the same account.

              31 votes
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                2 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
              • Statement Printing

                A list of customers where you can select print statement and the statements print in alphabetical order not by some random assignment of statement numbers

                30 votes
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                  0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                • Print Bill

                  Really need the print bill option that is available desktop version. It doesn't look professional to send a transaction journal with a check to my vendors.

                  30 votes
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                    0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                  • texting invoices

                    It would be nice to be able to send an invoice by text message and not just email .. P.S the new qb SUCKS .

                    30 votes
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                      0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                    • Subtotals

                      Not a new idea. But we really need to bring back subtotals to invoices. My clients are lawyers and desperately need this feature.

                      28 votes
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                        0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add Fax # to invoices

                        PLEASE PLEASE add a FAX NUMBER line in the company settings right after the company phone for INVOICES! Current formatting does not allow this and it is extremely important and necessary for proper invoicing information.

                        28 votes
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                          21 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                        • Have the ability to do batch customer payments

                          We bill most of our customers at the end of the month. This takes me HOURS to accomplish since I have to receive every credit card as an individual payment. It would be fantastic if I could receive payments from a selectable group (much like how the income list works).

                          27 votes
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                            2 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                          • Credit limit

                            Have custom credit limit field, and calculated credit available field that is Credit limit minus amount due and amount overdue.

                            27 votes
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                              0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                            • Multiple Email Addresses for Customer

                              The ability to choose different email addresses to send to within a company. For example estimate would go to project manager and invoice would go to account payable.

                              27 votes
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                                0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow me to add "pay by Paypal" link to my invoices

                                Ability to have customers pay their invoices using PayPal. When customers pay the invoice, QuickBooks Online is automatically marks the invoice as paid and the invoice is removed from my aging (A/R).

                                27 votes
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                                  0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add service date to bills and the ability to run reports by service date.

                                  I would like a service date added to bills, much like it is there for invoicing. I would also like the ability to run reports by service date to give an accurate picture of monthly activity.

                                  26 votes
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                                    3 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                  • More customized invoicing options

                                    The invoice options are horrible. I cannot customized my invoices like I was able to on the QuickBooks desktop version. Very disappointing. I need to be able to add and edit my logo. I also need to be able to choose the font and font size on my invoices. This is just a few of the many things I would like to see on the online QuickBooks version!

                                    26 votes
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                                      1 comment  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Customize Statement Template

                                      Please add the ability to customize/modify the statements that are issued to customers in Quickbooks online. This is a basic feature in the desktop version and I can't believe that I have to make a "feature request" to have it added to Quickbooks Online!

                                      26 votes
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                                        1 comment  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Downgrade

                                        To have the ability to downgrade from QB Plus to Essentials would be great.

                                        25 votes
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                                          1 comment  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Customer account number field

                                          We really would like to be able to use our Customer account numbers on estimates and invoices.

                                          As our company grows, it's becoming a bigger issue...I hope that a new field can be added soon so that we can include this info automatically for billing.

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

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