QuickBooks Mobile Feedback Forum
131 results found
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Invoice template: "Message to customer" should be specific to that particular template and not update all invoice templates
When a new invoice template is created or an existing one is edited, if the customer message is changed, it is changed for all existing invoice templates. The customer message should be specific to each template and not update other templates.
16 votes -
Bring back my ability to import custom form styles for invoices
My business depends on the ability to upload a custom invoice style in order to comply with the legal requirements of my state. Why did you remove this feature? It worked just fine. Quickbooks invoice templates simply cannot do what we need. Your customer service rep suggested that we upgrade to QB Advanced for $180/month. You must be out of your minds! We are currently searching for a new accounting software.
11 votes -
Remove the automatic shipping and billing fill-in information for different addresses.
Remove the automatic shipping and billing fill-in information when creating an invoice for accounts that have different billing and shipping addresses.
2 votes -
Turn off shipping from automatically
I provide a service and I do not ship any products and it automatically fills the ships from on my business location and not the customers location and it fills the wrong taxes for the job. this is a complete hassle for me and my CPA. This has already costed me thousands of dollars to correct this. There needs to be a way to turn this off. I have spent about 20+ hours on the phone with QB on this issue and have case logs for hours. case # 1586455752, 1586850147, This must be fixed or I will have to…
1 vote -
Workflows Feature Ideas
Features requested by customers to add to our workflows capabilities
5 votes -
When viewing invoices on QBO mobile app, there are fields that can not be viewed. Example is shipping/tracking numbers.
When a user opens an invoice in the app there should be an option to view shipping information. Like how it was shipped (UPS Ground, FedEx, etc), shipping date and tracking number. Even if those options were only visable when you went from the simplified view to the detailed view. Then allow the tracking number to be copied, edited, etc.
1 vote -
How To Deal With QuickBooks Error Code 1723
QuickBooks took the accounting world by storm. It simplified bookkeeping and made it less complex. Its users are fond of the features. However, QuickBooks Error Code 1723 is one of the errors that cause inefficiencies at work.
This issue can put your accounting work on a halt. Hence, we suggest you fix the issue as soon as possible. It will save quite a lot of time, and you will utilise the same in your core business. Get a comprehensive detail of QuickBooks Error Code 1723 here only.
Why Does QuickBooks Error Code 1723 occur?
Many reasons may lead to this…1 vote -
default VAT code
be able to set a default VAT code for a customer when invoicing and not have the last used code come up automatically
1 vote -
Adding QR to invoices
Please I need the process step by step to add the QR to my invoice, I have tried all the suggestions but until now I'm not able to do so.
2 votes -
Recurring invoice to include automatically advancing service date
It is hard to effectively use recurring invoicing when the service date isn't auto-created. There should be a way to have the service date advance in the same way the invoice date can advance.
7 votes -
Invoice Paper Signing.
The option to add a space on invoices, so clients can sign the physical paper instead of signing on the mobile app. Also, whenever the uses chooses to add the space for signatures, the program should print the invoice twice, so the seller also has a copy of the signed invoice.
1 vote -
Allow an Invoice to be converted to Estimate
I need the ability to take an invoice I've created for a customer, and convert it to an estimate. We need this feature for two reasons:
We want to copy an invoice for a previous job where no estimate was ever created. Saves time by not having to reenter everything.
We accidentally copied an invoice and sent it as an estimate.....and now the "invoice" is showing in our aging reports. We never intended to create an invoice.
this is IMPORTANT!
4 votes -
Product/Service Column in Invoices not showing full description
Within an invoice they have now changed the formatting so that in the Product/ Service column as you type in your product its duplicated meaning you cant see the full description, I have multiple products with the same name and different flavours so i am now unable to see the flavour to select with it being like this, I would like to request it to be changed back to the original formatting as this is causing a problem for me and wasting time selecting products just to find the correct flavour.
2 votes -
put phone numbers on invoice
Allow the following fields to be put on the invoice when customizing it:
- Phone Number
- Mobile Number3 votes -
Ability to Switch Sales Form templates on Mobile App
We need to be able to switch between invoice and quote templates on our mobile apps.
3 votes -
Do not change invoice numbers when importing them
When importing invoices via spreadsheet from another system, keep the invoice numbers exactly as they were instead of overriding them. This makes it somewhat difficult at times to locate the correct invoice.
1 vote -
Link that allows customers to pay directly upon receipt of our invoice
Link that allows customers to pay directly upon receipt of our invoice
3 votes -
Allow users to enter negative numbers on sales forms for discounts and refunds
The app is useless if I can't do this.
6 votes -
Reverse VAT Charge
When selecting the 20% RC CIS Reverse VAT charge the VAT breakdown should show on the invoice.
A lot of our clients are having problems with their customers refusing to pay because the VAT breakdown isn't shown on the invoice.
Is it a feature that can be implemented soon please?1 vote -
Additional totals/Added markup fee Functionality in QBO/Mobile App [DTM feature]
Make the "Markup" column available to online QuickBooks services for Billable Expense flow!
The desktop version had a very useful tool with the "markup" column, allowing businesses, that use parts as well as labor services, to add a percentage to the store's cost of parts without needing to grab a calculator and figure it out each time. This service is not available on the online version of QuickBooks.
Please bring this feature to the online services!
23 votes
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