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. More search options in customer center.

    It would be nice to be able to search for the customer by any info that is provided. My technicians do not always know customer names as they do not make contact with the clients, so it is much easier for them to just give me an address. It would be nice to be able to start typing in part of an address and have options come up. Otherwise I have to run a full report and then go through 100+ clients to see whose name belongs to whose address.

    529 votes
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      64 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
    • More options to customize invoice and sales form templates

      Customize invoice and sales form template top suggestions:

      Add custom fields on sales forms with filter options on reports
      Allow font size to be changed
      Add ability to import custom templates from QuickBooks Desktop
      Custom width and height sizing of columns and rows
      Increase character limit in sales form fields
      Modify logo appearance on forms
      Full visual edit and customization options for creating sales forms

      5,937 votes
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        892 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →

        Thank you so much for your feedback on sales form customization in QuickBooks. We acknowledge that we have a ways to go, but we’ve staffed this feature and are making headway.

        Right now, we have two versions of form customization running in parallel. In our newest one, we just released a beta of style import, wherein you can bring any *.docx based invoice template and use it in QuickBooks. You may access this feature by going to the gear, then clicking “QuickBooks Labs” > “Import Style.” Not on this version? We are moving people every month and enabling you to keep your old form too! Your default will change to start, but you can always revert to a frozen version of your old form without editing capabilities if you’d like.

        Lately we’ve been working on the print infrastructure to ensure you can print larger batches and render PDFs faster, invoice…

      • SUBTOTAL

        It would be extremely awesome if there was a option to have Subtotal Feature on the Estimate and Invoice page to give subtotals on line Items on the Form it self

        378 votes
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          started  ·  74 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Put the reminders list and recurring transactions list on the homepage, or on the toolbar on the left side of the screen. Thanks!

          Easy access to recurring transactions and reminders is crucial. This is one feature I consistently used in the desktop version of Quickbooks and would love to see it on the online platform.

          498 votes
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            29 comments  ·  Homepage  ·  Flag idea as inappropriate…  ·  Admin →

            Thanks for submitting this suggestion!

            To address this feedback, we have added a Tasks list on the QuickBooks Online home page. One of the tasks that can show up in this list is for recurring transaction reminders.

            When there are recurring transaction reminders pending, there will be a task in the list that will link to the reminders list page.

          • Save vs. Save & Close

            Provide ability to Save the invoice/quote you are working on without being thrown out of the transaction all together. Provide an button to save your work and another option to save & close.

            18 votes
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              3 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
            • Re-order point notification for inventory items

              it will be really helpful in inventory management to have a REORDER point feature where i get a note or reminder to order more inventory once I reach my reorder point that i set for a specific inventory item.

              215 votes
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                started  ·  45 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →
              • CHECK REGISTER

                MAKE IT EASIER TO PRINT THE CHECK REGISTER!!!!!!!!!!

                1 vote
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                  started  ·  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                • export reports to excel

                  when exporting some reports to excel we get numbers in the amount and balance columns that come over as "number stored as text" this didnt happen up until last friday. it doesnt happen on all reports and no troubleshooting we have done fixes this. I cant apply formulas to the reports that show up like this so it is a real hindrance for me to have them like this.

                  35 votes
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                    2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                  • CIS Tax scheme

                    The UK construction industry have to operate under the CIS tax scheme - It's a bit like VAT but for tax at source for subcontractors. I currently have to have two dummy bank accounts to manage CIS. Would be great if that could be written into QB. It already does VAT so shouldn't need too much coding!

                    66 votes
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                      22 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →

                      Stage 1 & 2 completed and released

                      Hi all,

                      We’re releasing in stages and are excited to have launched the ability to create CIS transactions, generate CIS reports but can’t current e-file directly to HMRC. If you would like to switch it on, go to your company settings>Advance>Accounting and you can now switch on CIS.

                      This is how to use it in QuickBooks-

                      • If you’re a contractor, create your subbies as suppliers in QuickBooks. Enter in their Verification number and CIS rate.
                      • If you’re a Sub-contractor, create the contractor who pays you as a Customer. You would have been prompted for your own CIS rate under the settings page.

                      Some additional guidance here on what QuickBooks can do with CIS: https://sway.com/aqBYhCz7STBn5XmB

                      Stage 3 is the ability to file and automatically send out payment & deduction statements which is coming over the next few months

                      Thanks team,

                    • see statements under customer transaction list

                      why do statements not show up under the member details or transaction list after they are sent?

                      3 votes
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                        started  ·  1 comment  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                      • In the customer center, please include deposits as one of the transactions that show up under all transactions.

                        In the customer center, please include deposits as one of the transactions that show up under all transactions. Deposits show up in the customer in quickbooks for desktop.

                        If you enter a deposit on an invoice it shows up under Money Received.

                        If a deposit is entered under bank deposit and associated with a customer please also include these transactions under the customer center.

                        12 votes
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                          1 comment  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
                        • Create a way to email clients & vendors from within QBOE - especially to follow up on overdue invoices and bounced credit cards

                          Current system makes it difficult to implement and track collections efforts. If I email somebody about their bounced card, that info only exists in my personal email. I can add a note to the ever growing notes field, but that's an extra step. Would be nice to have a scheme to email clients directly out of QB (using templates if possible) and see that listed by date with other client info - invoices, payments etc. Would be even better if the scheme allowed adding a dated note to the same pile of information

                          174 votes
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                            started  ·  10 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                          • Allow sorting in the "make deposits" screen

                            In the desktop version I can sort and filter my deposits by date or payment type or amount. We need that in the on-line version.

                            21 votes
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                              started  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • UTF-8

                              We have many foreign customers who's names and item descriptions use characters that are not supported. We would like to be able to send them invoices with with their names & addresses written correctly and also any text written correctly. UTF-8

                              26 votes
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                                started  ·  1 comment  ·  Global  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow the option of customizing the e-mail to each client...

                                without having to go into the income list! This is a 'duh' and request that many users have been requesting for some time.

                                10 votes
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                                  1 comment  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                                • Introduce Charities SOFA Accounts based on SORP 2015 (UK)

                                  Please consider developing SOFA Accounts based on SORP 2015 for UK based charities. This shouldn't be something hard to achieve as all the information will be pulled from ledgers.

                                  http://www.charitiessorp.org

                                  5 votes
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                                    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

                                    Right now you can access the SOFA report in QBO.

                                    Here is a link to see how: https://sway.com/JhEBIG0xXliHvY6W

                                    What is coming in the near future for QBO SOFA report – currently you have to manually create locations as ‘funds’ and then customise the SOFA report to show ‘locations’ under ‘columns’. We will enhance this experience by doing this all for you as a default with you just renaming the location as a particular fund you’re using.

                                    Thanks,

                                    QuickBooks UK team

                                  • statements

                                    Please add the ability to create a customer statement when viewing the customer record detail. This was possible on the previous version....which I like much better!

                                    9 votes
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                                      started  ·  0 comments  ·  Customer Center  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Add Show Statements to the Client Detail Screen

                                      Add Show statements to the client detail view. In old QB I could click Statements in the Show drop down menu. The option is gone in new QB, so unless I've missed something, if I want to know the date a statement was last sent I have to search for the statement for that client outside the client view, see when the last statement was sent, go back to client view, find the client, and then create the new statement. This one little thing missing from the drop down Show menu has added a lot of extra time to processing…

                                      2 votes
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                                        started  ·  0 comments  ·  Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Statements from Specific Customer Record

                                        Hi Amazing QB OL People

                                        I LOVE the new version of QB OL. There is one thing I could do in the old version that does not seem possible in the new one. I spent some good time on the phone with a very solid QB support person and she could not find a way to do this either. I used this feature all the time on the old version. I wand to select one customer and print a statement for that customer from their specific screen. Under "Create New" all of the things I would like to create for…

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

                                          Thanks for your feedback. We have started adding this feature back. It makes sense and you should be able to create a statement from the customer detail page. If the code passes QA, the feature should be out within a month.

                                        • Jump to Page Number on registers instead of going page by page

                                          The ability to jump to a page number (1 of 10, etc.) instead of paging through one at a time.

                                          19 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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