QuickBooks Online Feature Requests

Welcome to the QuickBooks Online Feature Requests forum. Please look through the submitted requests and vote or create your own suggestion that others can vote on. Make sure to give us plenty of detail so we can better understand the problem. It is not guaranteed that any suggestions will make it into the product, but it will help us identify the features you want most.

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  1. Assign a tax code to each customer NOT to the product or service

    We not only have customers within Canada but also in the US and Internationally. I need to be able to assign a tax code to EACH customer NOT to the products we sell. Our customers often order dozens of products at a time and I have to manually choose to correct tax code for each line of the sales receipt? This is ridiculous. In the desktop version when a new customer was added, so was the appropriate tax code. Please correct this to save us all time! Thank you.

    6 votes
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      3 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →

      Thanks for submitting your feedback about setting default sales tax codes for customers in the Canadian version of QuickBooks Online.

      As of today, this functionality is now live. You can add a default tax code to any customer, and QuickBooks Online will remember it for all future transactions. You can find additional details in our support article: community.intuit.com/articles/1692455

      Thanks,
      The Intuit QuickBooks Team

    • Banking Error 101

      Error code 101. Disconnected and connected again. Error persists.

      2 votes
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        completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Bad bank recon

        Change the bank reconciliation. You have the worst bank recon ever.

        2 votes
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          0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

          We are pleased to introduce a new reconcile experience to QuickBooks that has been re-designed to make it easier and faster to complete a bank and credit card reconciliation. We hope you enjoy the enhancements!

        • Assign default class codes to item list

          Hello -
          QB online is missing a very important feature: default class codes/assigning class codes to items.

          When we bring over hundreds of invoices, it takes a LOT of time to manually go through every line of every invoice and apply the correct class code for that item/service.

          It would be nice if, when we set up an item, we can assign a default class code to that item rather than spend several hours a week manually updating the codes on our invoices and credit memos.

          14 votes
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            0 comments  ·  Class Tracking  ·  Flag idea as inappropriate…  ·  Admin →

            A new Class field has been added to items on your Product and Services list. You can see the Class field directly under Category when adding/editing items. Adding a class to your items will save you time when entering Sales using those items as the class will automatically be assigned. Class has also been added to the Product and Services List report and the Physical Inventory Worksheet report.

          • Receive partial PO's

            The ability to receive a partial Purchase order and the remaining balance on the PO remains open. The only way to receive partial now is to delete the back ordered items and create a new PO

            1,198 votes
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              104 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Matching MANY Bank Deposits -Need "Select All" option

              When match Bank Deposit on the Transaction Bank page, allow Bank Deposits to "Batch / Select ALL" deposits at one time as I deposit hundreds of rental checks and I have to click on each one and it's too time consuming. There should be a "Select ALL" option.

              1 vote
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                0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

                Hi,
                QuickBooks now has a ‘Suggested Matches’ function where we will auto select all transactions that add up to that total bank deposit. If there are multiple options we will show you each group of suggested matches and allow you to select the correct match grouping.

              • estimate to invoice

                When trying to turn a customer's estimate into an invoice it creates 2 duplicate invoices.

                3 votes
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                  completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Allow customers to have a tax default.

                  We sell to other Canadian provinces and the U.S. All of them have different tax rates. There is no way to set it up so that the customer is taxed properly. Very frustrating.

                  1 vote
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

                    Thanks for submitting your feedback about setting default sales tax codes for customers in the Canadian version of QuickBooks Online.

                    As of today, this functionality is now live. You can add a default tax code to any customer, and QuickBooks Online will remember it for all future transactions. You can find additional details in our support article: community.intuit.com/articles/1692455

                    Thanks,
                    The Intuit QuickBooks Team

                  • Items on order status and receiving data entry process

                    Items on order status and receiving data entry process:

                    It is not currently possible to see what items have already been submitted to a supplier via a Purchase Order and not received yet.

                    Need to have column in Product & Services list which shows items on PO requests submitted to suppliers and not received yet.

                    Clicking on the quantity requested will list the PO(s), Bill(s) and Payment(s) related to the item requested.

                    Once the item is received, requested item quantities would be removed from requested column.

                    This feature would required the addition of a product receiving data entry process tied…

                    1 vote
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                      0 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →

                      Quantity on PO has now been added to the Products and Services page. You will see the field directly underneath the Reorder point field.

                      The Quantity on PO field is a static field and pulls its calculations from open item quantities on Purchase Orders for all dates (including those dated in the future).  The PO can belong to different vendors, but must not be closed.  Also, for partially received POs, the item on the detail line cannot be manually closed.

                      QTY on PO is now an available column on the Product and Services list
                      QTY on PO is now an available column on the Product and Services List report
                      • Default column on the Physical Inventory Worksheet report

                      Mouse over tooltip, “Qty on PO” has been added to the QTY column of Sales and  Purchases transaction forms. You will now know if quantities are on order at the…

                    • Enhance VAT Reports and Detail Reports for UK Customers

                      UK Can you please create a VAT report version that lists each VAT type transaction with the description of the transaction as entered by the user? Currently, the VAT report lists just the journal number rather than the VAT transactions within the particular journal. So right now, if you want to have the report list each VAT transaction in the detail vat report, one has to create a a journal for each vat transaction. So if I have 100 VAT transactions in a day, I have to create 100 journals. This is not efficient. I should b able to use…

                      52 votes
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                        26 comments  ·  Sales Tax Center  ·  Flag idea as inappropriate…  ·  Admin →

                        Just updating this old thread, we do have the ability now to add in a memo/description and for it to show under the VAT detailed report.

                        Next steps:
                        Break the VAT detail report with line item transactions with memo/description and the relevant VAT boxes showing.

                      • upgrade quickbooks online for new Safari 10 browser.

                        Safari 10 with macOSsierra is not compatible with Quickbooks online. Please fix ASAP. Thanks

                        5 votes
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                          completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add a 'total' line to filtered customer transactions on screen

                          When you filter a customer’s transactions eg invoices or received payments, there is no total displayed on screen. Whereas in the desktop version, you could see all the invoices, or payments, with a total at the bottom. This is fantastically useful, to have this info at a glance so you can see how much of a project is yet to be invoiced or how much the customer has paid on a project to date. It is not enough just to have the open balance at the top corner.

                          14 votes
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                            7 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →

                            Thanks for your patience and support. You will now see a total at the bottom of the customer and vendor transaction list when you filter by date or transaction type. Please keep telling us what you’d like to see. We love hearing from you!

                          • 3 votes
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                              completed  ·  1 comment  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
                            • Convert estimate to purchase order

                              Converting an estimate to the purchase order

                              195 votes
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                                85 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                On behalf of QuickBooks Online, we would like to thank you for all of the feedback surrounding the ability to convert an estimate to a purchase order. We have listened to the feedback and the feature is now live in the product.

                                To turn on the feature:
                                Gear Icon > Account and Settings
                                Expenses > Purchase Orders
                                Check the box for “Copy estimates to purchase orders”
                                Save > Done

                                Please feel free to provide any additional feedback in regards to this feature. We appreciate your time!

                                Amber
                                QuickBooks Online

                              • Bank accounts

                                Order bank accounts on home page

                                1 vote
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                                  0 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →
                                • Fix the Bank Account Update errors.

                                  I've been fighting with this for days! When I log on, my band account didn't update overnight, so I start trying to manually update, only to get the dreaded "Bank Account Error." Failure to update. Usually it takes 4-5 hours of trying off and on to finally get an update. I am a solo business owner. QB is supposed to save me time, and it's costing me time at this rate! Please fix this error.

                                  35 votes
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                                    completed  ·  7 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Filter between invoices that are Overdue & Overdue (Sent).

                                    Right now we can filters Sales Transactions between Invoices, Overdue. This filters and shows all the invoices that are Overdue. However, it includes all Overdue invoices, including those that have been sent out an email to my clients already.

                                    I would like to only email the clients that have not been sent an email invoice before.

                                    3 votes
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                                      completed  ·  0 comments  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 10 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • bank

                                        bank error code 102

                                        8 votes
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                                          completed  ·  0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                        • let me see sent emails or send copy to me

                                          being able to see sent emails or at least sending a copy to me

                                          1 vote
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                            You can send yourself a copy of a sales form by going to the Gear > Account and Settings > Sales >Messages. Below the message detail there is a check box that states "Email me a copy at [your email addess].

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