QuickBooks Online Feature Requests

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  1. Place Deposit On Estimate

    Would really LOVE to be able to post payments to estimates...Since there is no Sales Order Feature in QB Online we are using Estimates as Sales Orders for customers that are required to place a deposit on their order...The inability to place a deposit is messing up our receivables as it looks like these customers have credits.

    27 votes
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      6 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
    • set default deposit account

      I want to be able to set a default account for my deposits. I keep having to redo my deposits because they I forgot to check. This was possible on the desktop version.

      23 votes
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        0 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
      • Have the check numbers that print in the deposit summary print on the deposit slip itself

        Have the check numbers that print in the deposit summary print on the deposit slip itself in Quickbooks on line

        17 votes
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          0 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
        • Bank Deposit

          On the bank deposit screen, the top portion of the screen should float across the top. Date, amount, etc... As you scroll down the list of deposits the top portion should remain visible. Showing date, account, amount, etc...

          I routinely have a long list of deposits I work with. When the deposits are spread out amongst the page I have to scroll back to the top to verify the total, adjust the date, etc. Having the top portion float and be continually visible would be a huge time saving for us.

          15 votes
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            0 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
          • Deposits

            I would like to have limited user access to be able to perform deposit entries.

            14 votes
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              0 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
            • Deposits

              QuickBooks Online:
              Create a deposit field on an estimate so when sent to the customer they will know the amount required. When the estimate is turned into an invoice and sent to the customer, it should give the customer the option to pay that deposit amount online or pay the full amount?
              Currently when you create an Invoice and put an amount in the deposit field, quickbooks thinks you've already received that amount?

              12 votes
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                0 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
              • Additional Undeposited Funds Accounts

                Too many receivables to be deposited into multiple bank accounts. It would save a lot of time having the ability to create additional undeposited funds accounts. (Credit Cards / Checks / Amazon / Wires / etc)

                11 votes
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                  1 comment  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
                • Hide "Select Existing Payments" when doing deposits

                  When making deposits, I would like to be able to not see the "Select Existing Payments" section. If I could hide it that would be great or if it were at least at the bottom of the screen. I do not like to have to scroll down past it to make my deposit entries. Thanks!

                  8 votes
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                    0 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
                  • Save and keep working - bank deposits

                    It is so frustrating to save > new or save > close when I just want to save and keep working. I've been kicked out of bank deposits and have had to restart from scratch umpteen times. So now I save, then to to the register to edit the deposit. Even better why can't it save automatically when you go to the next line like the desktop version?

                    8 votes
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                      0 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
                    • References for deposits

                      The ability to add a reference for deposits.

                      7 votes
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                        0 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
                      • Associate accounts with vendors

                        Please add the ability to associate an received from account with an account type when making a deposit. This will save a lot of time. For example when entering the received from field it will auto fill the account field

                        5 votes
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                          0 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
                        • add the feature of batch entering of checks, deposits, and invoices

                          In the quickbooks accountant for desktop version there is a feature that allows you to batch enter checks, deposits, and invoices. I think that feature should be added to Quickbooks online also.

                          5 votes
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                            0 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
                          • copy a deposit transaction

                            Would like the ability to copy an existing deposit to post recurring deposits easily with same descriptions

                            5 votes
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                              0 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
                            • Apply cash receipt by specific line item on the invoice

                              Be able to apply payment by line item of an invoice on the payment screen rather than just one amount which does not distinguish which part of the invoice is UNPAID and PAID when we go through great lengths to generate invoices by each product/service line. Some customers are very specific about what portion of that invoice if they for whatever reason does not pay the entire invoice in full.

                              5 votes
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                                0 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
                              • APP SUCKS

                                Before you "Add something" next FIX THE PROBLEMS WE'VE BEEN HAVING SINCE LAST SPRING, PLEASE !!!!!

                                5 votes
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                                  1 comment  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
                                • Invoice Numbers and/or more customizatoin abilities in the "Deposit" screen

                                  On QuickBooks Online, it would be really nice to be able to view invoice numbers for the undeposited funds under the "Bank Deposit" screen, located under the "+" sign. Or adding a customization ability to it, like in the reports.

                                  4 votes
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                                    0 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Allow QBO to create customized reports similar to Desktop Custom reports

                                    We have a client who collects client deposits and utilizes those deposits over a period of time. These funds are posted to a current liability account titled Client Liability Funds until the funds are completely utilized or refund. In QB Desktop, we were able to customize a report that would allow us to summarize the customer balances AND total that summary which would match the general ledger account balance. I see that the only accounts in QBO that creates this type of report is the Actual Accounts Receivable account or the Accounts Payable account. Why can't you allow this report…

                                    4 votes
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                                      0 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Allow products & services on Bank Deposits. When we return something we bought w/ a debit card, we need to specify the Product/Service.

                                      Allow products & services on Bank Deposits. When we return something we bought w/ a debit card, we need to specify the Product/Service. Now we do a credit card credit and then transfer to our checking account. Too much work!

                                      4 votes
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                                        0 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Return to having description field meant for a note of explanation instead of having one field for Description and another for Memos

                                        Return to how QB desktop had a description field meant for a note of explanation instead of having one field called a Description and another field called Memo. Some of the reports set up pull from one field and other reports pull from the other field so on income and expense entries you have to duplicate the information in both fields if you want to use a variety of reports. Seems redundant especially since there was only one field with the desktop version.

                                        4 votes
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                                          0 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 4 votes
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                                            0 comments  ·  Deposits  ·  Flag idea as inappropriate…  ·  Admin →
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                                          QuickBooks Online Feature Requests

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