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. total the reports

    have the reports total. Right now you have to export to excel and do a formula, after deleting the extra lines!

    253 votes
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      11 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    • 472 votes
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        under review  ·  80 comments  ·  Mobile Web App  ·  Flag idea as inappropriate…  ·  Admin →
      • Introduce Progress Invoicing

        Be able to bill out fractions or amounts of a Job or Project to an Invoice.

        While we are looking at this feature, workarounds currently include:

        1. You can use the Balance Forward Statement to show the original invoice, any payments made, and the remaining balance. The steps are given in knowledgebase article:

        https://community.intuit.com/articles/1145736-all-about-statements

        2. You can create a separate invoice for each stage of the job. These invoices can be created in advance to equal the total amount of the job by using a recurring template.

        For instructions on recurring templates, see knowledgebase article: https://community.intuit.com/articles/1442437-create-a-recurring-template

        Thank you

        4,835 votes
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          598 comments  ·  Form Delivery  ·  Flag idea as inappropriate…  ·  Admin →
        • Make available the Undo previous Reconciliation feature that is included in QB Desktop

          If an user made a mistake in their last reconciliation, and/or if someone downloaded duplicate transactions in QBO, and the wrong transactions were reconciled and need to be deleted and to start over, the user needs the ability to go back to the last reconciliation report and correct the problem. If we had the undo reconciliation feature, it would erase the prior reconciliation report and we then could correct the problem. Currently in the present Quickbooks Online, we must click all the R's of the prior reconciliation report to get to the beginning balance to restart over. Please consider this…

          616 votes
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            under review  ·  26 comments  ·  Reconcile  ·  Flag idea as inappropriate…  ·  Admin →
          • Job Costing and Job Project Tracking

            i would love to see a Job Costing feature in QB Online Plus and quite frankly every business wants to know exactly what each job they have billed out actually costs. That would also include time and expenses. Please include a job costing feature in your next update. Thanks , Jennifer

            4,615 votes
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              592 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
            • Allow us to scroll through the entire check register, not page by page

              Everything about QB Online should simplify our work experience, not add more steps or time delays in doing data entry. Please take away the restricted limitations in things such as scrolling through the check register. Having to click on the page button is one more thing that makes me extremely frustrated while using this version.

              1,554 votes
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                under review  ·  48 comments  ·  Global  ·  Flag idea as inappropriate…  ·  Admin →
              • QBO Needs a Downloadable Backup and Restore!

                We just found out that Intuit does not keep backups of our accounting data online so that we could not restore our company to a previous point like we used to be able to do in the desktop version. We find this unacceptable and at this time we would not recommend QBO to anybody based on this major flaw.
                These are only a few reasons why restoring to a previous point may be necessary:
                1) Angry employee changes/deletes transactions maliciously before quitting
                2) New bookkeeper decides to rename all the accounts to a system they like but that confuses the…

                2,177 votes
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                  under review  ·  141 comments  ·  Import/Export  ·  Flag idea as inappropriate…  ·  Admin →
                • Enable a Sales Rep to be assigned to a Customer/Client

                  Make it possible in the Edit Client Information Screen to assign a Sales Rep to a Client. This would enable quick reporting of Sales by Rep

                  950 votes
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                    under review  ·  79 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
                  • Refresh Bank Register while working in the register screen.

                    Refresh the bank register page after making changes. I have all of my registers sorted by Reconciled status, so I can easily see what is left open at any given time. If I am in the register screen and clear off transactions, it would be nice if QBO automatically refreshed after each entry, or had a refresh button I could click on.

                    15 votes
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                      under review  ·  1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                    • Make the user rights more flexible and customizable

                      more flexibility for users would help my company. I am a small business owner and need to concentrate on administrative; book keeping matters. I would love to have our staff have access to our vendor information without having access to the register or have the ability to write checks. This would enable me to hand off vendor invoices for entry and free my time considerably. Unfortunately your on-line version is quite limited. We used your contractor edition software years ago and found those user features worked quite well.

                      Any help with this matter would be greatly appreciated. As our company…

                      2,293 votes
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                        under review  ·  250 comments  ·  Users  ·  Flag idea as inappropriate…  ·  Admin →
                      • Match Options for Downloaded Transactions

                        I write a lot of checks. Most of them are for common amounts like 450 or 220, etc. This makes matching downloaded transactions a pain because QBO matches based on amount not check number. Please add a settings option to have QBO auto match checks based on check number AND amount so that if both match, QBO auto matches for me and cuts down on my clicks. I'm matching 400-500 checks per month right now and out business continues to grow. I love QBO!! Thanks for all you do!

                        85 votes
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                          under review  ·  5 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                        • QB updates

                          A log that the customer can see when and what updates occur.

                          1 vote
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                            under review  ·  1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                          • Bank Reconciliation - multiple check selection feature

                            Include some sort of feature to select multiple cleared checks. Either enter beginning and ending check numbers for a range of checks to mark as cleared, or, allow dragging the mouse to highlight a range of checks to mark as cleared. The current "click, click, click, click, click..." by mouse is a painful waste of time!

                            292 votes
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                              under review  ·  23 comments  ·  Reconcile  ·  Flag idea as inappropriate…  ·  Admin →
                            • add markup capabilities on estimates

                              I get many line item estimates from my vendors with different cost options associated with each item/option. I would like to be able to enter in my cost and then apply a markup percentage on my estimates to my clients.

                              you do this fine for invoices, but i need this for my estimates before we get to that stage.

                              442 votes
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                                under review  ·  56 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow posting one customer payment to multiple invoices. Currently have to open each invoice to divide the payment.

                                When a client pays for multiple invoices with one check, it would help if I could pull up the Income List and check multiple invoices to apply the payment.

                                17 votes
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                                  7 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →

                                  To be clear, you are requesting this as an enhancement to the income list, right?
                                  Because ignoring that, you can already do this on the receive payments screen, where you select 1 customer and then you will see all invoices associated with that customer.

                                • Why do I only get 10 votes on feature requests?

                                  Why do you limit me to only 10 votes on feature requests? You say that you "love feedback", but then you go ahead and limit me to the number of times I can express my desire to have certain features. You can't have both. Stupid.

                                  7 votes
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                                    9 comments  ·  Help  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Create a FAQ Sheet about the column formats when uploading bank transactions from a CSV file

                                    I had a few problems when I tried to upload bank transactions from a CSV file.

                                    - The date column had to be formatted to dd/mm/yyyy
                                    - The debit and credit columns had to be formatted to number to remove any ","
                                    - Any zeros had to be removed from the debit and credit columns
                                    - The balance columns had to be deleted

                                    There is no way ppl will remember how to format the CSV files correctly.

                                    I think it will be good if you create a FAQ Sheet about the formatting requirements in the CSV files.

                                    1 vote
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                                      under review  ·  0 comments  ·  Activity Feed  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Custom Fields

                                      Would be nice if we had some simple custom fields that we could add to items like Customers, Sales Orders etc. To help us better organize. I.e. track if customer is Wholesale type or Retail type of customer etc. We have customers we take care of internally or in-house and some we contract out to manager for other companies. Custom fields that we could search by would help make it easier to organize data and filter reports. Thanks -

                                      317 votes
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                                        51 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Give us the ability to post "negative deposits".

                                        When batching credit card receipts and refunds, there are times when the credit card refunds total more than payments received resulting in a "negative deposit" This is very different than recording it as a "check" because we must run all these transactions through sales receipts and credit memos/refunds due to sales tax obligations. Desktop added this feature a few or so years ago. We need this feature in Online as well.

                                        63 votes
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                                          under review  ·  5 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Register refresh

                                          When working in the account register, after saving a change, please have the current screen refresh and jump to the next record rather than refreshing to the last record in the register. When reconciling an actual bank statement to the QBO register, it is very time consuming to have to go back a few pages and find the record where you left off. If you correct a mismatched item, it takes you to the last record in the register instead of jumping to the next record so you can continue reconciling before you start the actual QBO "Reconcile" process -…

                                          11 votes
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                                            under review  ·  0 comments  ·  Reconcile  ·  Flag idea as inappropriate…  ·  Admin →
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                                          QuickBooks Online Feature Requests

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