QuickBooks Mobile Feedback Forum
131 results found
-
Autofill Project Name
Using custom fields when creating an invoice, allow "Project Name" to auto populate project name on the invoice. Having to manually enter it is just another opportunity for mistakes. When the customer has multiple projects under them (see attached), invoicing is done on a project basis, not a client basis. Yet you have to manually enter the project name every time creating the invoice. (see 2nd attached)
1 vote -
Alphanumeric sorting of products sold on an invoice
It would be efficient if you gave us the option to sort products sold alphanumerically on invoices and sales orders. Not only would it help the seller compare physical products to the invoice it would make it easier for the buyer (recipient) to compare the invoice to product received.
2 votes -
How to Resolve QuickBooks Data Error 3371?
QuickBooks Data Error 3371 is an error message that users may encounter when trying to open QuickBooks. It is often accompanied by an error code, such as "3371, Status Code -11118," and the error message typically states that QuickBooks could not initialize the license properties.
Read More: https://qbdatarepair.com/quickbooks-data-error-3371/1 vote -
If my data is older than 60 days, then how can I Delete Specific Customer and Restart it in QBO?
If you have used QB account for more than 60 days, and now you want to delete specific customer and restart it in QBO, then you need to follow the below-given steps:
First, Discard your Current Account
For this, click on the Settings option and then go to the Account and Settings button.
Then, navigate to the Billing and subscription tab and hit Cancel subscription.
Now, follow the on-screen steps to cancel your account.
Secondly, Create a New Company
Go to the webpage https://quickbooks.intuit.com/choose-country/.
Here, enter your user ID and password. You can use the same id and password…1 vote -
Bring back the option to import your own template on Form Style
Bring back the option to import your own template on Form Style, we need to have different invoice depending of the bank account we send to the guests, plus information in the invoice, and on the invoice of QB only allow 400characters, wich are not enough for the bank details and payment details.
3 votes -
Move multiple lines under bundle item
When there are multiple billable items that get added to an invoice, moving each item under a bundle item takes considerable time. Sometimes there are over a hundred lines. It would be nice to be able to "select all" and move all the selected items under a bundle as a mass instead of one by one. Other factors that make moving one by one frustrating is that there is a delay in the mouse movement vs what is displayed and if you don't place the item just in the right spot it fails to move.
1 vote -
Let QBO Remember the last sales price for an item for a particular cusomter
There is always different prices for different customers. it would be great if QBO remebers the last sale price for that particular item and suggest the same while invoicing. As the customer keeps complaining regarding the change in price every time we invoice them.
1 vote -
Add ability to edit packing slip and add a column for backordered items for QuickBooks Online
Currently there is no way to add a fillable column to an invoice outside of the few default options. Additionally there is no way to customize the packing slip and make note of items that are currently out of stock. This makes it very difficult to communicate to customers what they are actually receiving in a shipment to hand write notes on the packing slip. This makes the packing slip look very unprofessional and makes tracking items that need to still be shipped nearly impossible without creating a manual system.
3 votes -
Complete invoice export in excel file
To be compliant with some e invoicing regulation, it's needed to export in excel file all fields invoice ( all data reported in pdf version) required VAT number ID, complete address, detailed lines . Current version doesn't allow to export these data due to limited columns export procedure. Should be great to have it due to compliance risk
1 vote -
Remaining balance on line item for progress invoice
Currently when creating an invoice for an estimate the line item will always remain at the original amount of the estimate.
If I want to do a percantage of the remaining balance that won't work because the line item balance will remain the original amount and not update to the remaining balance if I do multiples invoices.
2 votes -
1 vote
-
custom edit Statement form
Why can't we edit the layout in Statement forms. Quickbooks layout is shocking!
3 votes -
Restrict below cost entries when invoicing.
Restrict below cost entries when invoicing.
1 vote -
Restrict negative stock entries when invoicing.
Restrict negative stock entries when invoicing.
1 vote -
VAT name changed to BIR on sales invoice
Can you changed back the name 'BIR' on invoice to VAT#
1 vote -
Ability to turn off sales tax in QBO
There is a button in the Sales Tax tool, under settings, "Turn Off Sales Tax." But you cannot use it. No matter what you do in QBO, delete all invoices with sales tax, all entries to the Sales tax liability account, make all Product/Service items non-taxable, it still will not let you turn off sales tax. This is necessary because QBO is blocking OneSaas from completing the invoice migration from FreshBooks to QBO. SF Case #1577629820
7 votes -
Please allow users to change the rate on the invoice to 3 decimals, if needed.
Allow users to change the rate on invoicing to 3 or 4 decimals, if needed. All companies do not use the rate for 2 decimals on the invoice. A lot of companies use 3 or 4 decimals when creating an invoice for the pricing.
1 vote -
Share Invoice Link - shorter URLs and include customer name
Share Invoice Link - use a shorter URL link (e.g. the way tinyurl.com or Youtube uses short links) AND include customer's/patient's name so when pasted, we know the correct link is being sent to the correct customer - it would be disastrous to send one customer's invoice to the wrong customer.
4 votes -
Add Ability to Email Packing Slip
Currently Quickbooks (desktop) only allows for emailing an invoice. Very frustrating. We should be able to email anything, including the packing slip. We don't want our employees or contractors to see our invoices, but we need them to work with the packing slip to pack and ship orders, etc. But you only currently allow emailing the invoice only. Please, please, fix this.
5 votes -
Edit Invoice Template
Apparently, you cannot upload your own invoice template anymore since QB removed this.
That said, do us all a favour and please update the features of editing an invoice template by adding the following:
Options to drag and edit every area of the document on basic level e.g. move address box to fit under the logo
Add text/image boxes anywhere on page with free text and import otpions
Add header/footers allowing images and free text
Allow watermark and to import your own
Or just bring back the option to import your own template pretty please!!
24 votes
- Don't see your idea?