QuickBooks Online Feature Requests

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  1. adjust the width of the amount column on invoices

    The "amount" column on the invoices is big enough to type the national debt. There is no way anyone could use a column this large. Please allow for columns to be adjustable!!! My invoices look so unprofessional the way that the forms are set up.

    25 votes
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      2 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
    • credit memo

      customize credit memos

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

        Please allow us to downgrade if we accidentally purchase an upgrade we meant to do on a separate QBO account. Or downgrading in a simpler fashion instead of having to download all of our data, canceling an account, and then loading it into a new program.

        25 votes
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          0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
        • Allow for percentage/partial invoicing

          Allow for partial/percetage billing. Currently we have to generate multiple invoices which are not tied to each other in any way. We also can't convert estimates and uitlize them if we are going to perrcentage invoice.

          24 votes
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            0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
          • incorporate dynamic fields (or shortcodes) for reoccuring invoices and automated emails

            The reoccuring billing feature is a great function. However to fully automate the system it'd be great to have some built in shortcodes so that when setting up a reoccurring invoice you can include dynamic shortcodes which will update each time the invoice is issued. For example [current_month], [current_month_year], [next_month] and so forth.

            For instance, I'm a web designer and sell hosting as part of my business. It'd be great if I could put

            "Monthly web hosting subscription for [current_month_year]"

            which would output

            "Monthly web hosting subscription for January 2014".

            Would also be great to have this functionality available to…

            24 votes
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              4 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
            • invoice link for texting clients their invoices

              Texting invoice links
              I think quickbooks should add a way to copy and paste links to invoices in the quickbooks mobile app. This way I can text customers links to their invoices. I find email delivery pretty hit or miss when it comes to customers receiving bills since they either don't get it or its ends up in their spam folder. I constantly have to nag customers to see if they received their bill via email.
              If I could text them the invoice link I think I would get paid much faster since I would have instant feedback that they…

              24 votes
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                0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
              • Option to remove Total Due from Estimates

                Would like an option when creating an estimate to eliminate the Total from appearing. Many times we give options for services and the total shown is the combination of all service options and not a true reflection of the proposed total. It is also a great feature when bidding on a project not to show the proposed total. Please include these changes in the next update. We recently lost a bid due to the fact that our proposal appeared higher priced than others because we were giving options for the proposed services.
                Thanks
                Katy

                23 votes
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                  1 comment  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                • Built-In Calculator Function

                  The old QB's would allow you to add or subtract multiple numbers when totaling all your materials in the invoice (ex 100.00+200.00-50.00+300=$550.00) and then it would enter the correct amount in the column saving you from needing an additional calculator. Please add this!

                  22 votes
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                    0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add Automatic Reoccurring Online Bill Pay

                    Thank you for giving my clients the ability to pay online with each invoice; however, I have already been asked more than once if they can have automatic payment made for reoccurring monthly charges. Seems silly we can have reoccurring transactions but we can't have the same for online payment, right? :)

                    22 votes
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                      2 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                    • Change "Ship to" field name

                      I am a service company ship no products. On my invoice, I need to change the "ship to" field title from "ship to" to "Project Location" or "Service Address". please add this feature so i can change the name of this field.

                      22 votes
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                        9 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                      • Partial Payment On Invoice

                        Please add a feature for accepting partial payments on invoices

                        22 votes
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                          0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                        • Notice of undeliverable invoice emails

                          There needs to be a way for QB to notify me when I send an invoice (or any correspondence) to a customer whose email address is incorrect. I need to receive notification for an "undeliverable" email. My customers are occasionally not receiving their invoices an I have NO way to determine that.

                          22 votes
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                            0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                          • Make it possible to send invoices to more than one email address at a time.

                            When I create an invoice you have the option to print or email. I would like to be able to send to more than one person at a time. I have a client that request this.

                            22 votes
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                              4 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                            • Percentage Based Invoices From Estimates

                              Percentage Based Invoices From Estimates
                              For a construction company, this is how we bill everything.

                              22 votes
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                                1 comment  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                              • email me a receipt when our credit card is charged for the subscription renewal

                                We need to be able to print a receipt as backup for each credit card charge we make. Currently QuickBooks Online doesn't email us when charging our credit card, which most companies do. And the Company Billing interface doesn't even allow me to print a single receipt with Intuit at the top to show what the charge means!

                                21 votes
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                                  0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                • Need an alert if Invoice sent to a bad email

                                  When I email an invoice to a customer, if the e-mail address is undeliverable, QB should let me know, we had some incorrect email addresses & were e-mailing invoices monthly to undeliverable e-mail addresses without knowing there was a problem, if QB notified us this was a bad email address, we could have called the customer & corrected the email address immediately.

                                  21 votes
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                                    0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Add quantity column for purchase orders

                                    We have requested this several times and so I am asking again. Can you please add a quantity column for purchase orders. We order several items of the same thing and are having to list each item numerous times. Because of this we are not able to email the purchase order created on quickbooks to our vendors because they will not accept them. Can you please add a quantity column! It would be so appreciated!!!

                                    21 votes
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                                      0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Printing Envelopes

                                      Please add the printing of envelopes feature. Not all customers use email and we need to be able to print envelopes like Quickbooks Desktop.

                                      21 votes
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                                        0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Window envelope friendly invoices

                                        The latest invoicing format doesn't fit in any of the window envelopes I have found so far. Labels have to be made to mail them. Very inconvienent

                                        21 votes
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                                          1 comment  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Discount Classes

                                          Allow for a class to be assigned to a discount applied to an invoice (within the invoice screen!).

                                          21 votes
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                                            1 comment  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
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                                          QuickBooks Online Feature Requests

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