Stacy Buckler

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  1. 122 votes
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      Stacy Buckler supported this idea  · 
      Stacy Buckler commented  · 

      Need to be able to list several contacts with information. I need to send estimates to one email and then send the invoice to another email. I also need to have an email for my contact person for the customer. So I need at least 3 contacts listed for a customer. More would be very helpful.

    • 6,743 votes
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        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…

        Stacy Buckler supported this idea  · 
      • 1 vote
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          Stacy Buckler shared this idea  · 
        • 1 vote
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            Stacy Buckler shared this idea  · 
          • 375 votes
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              Stacy Buckler commented  · 

              Would be nice to add custom fields to customers, invoices, po, estimates and anything else. Not everyone has the same information on their forms as other businesses. QBD was much better with this option.

              Stacy Buckler commented  · 

              Would be nice to add custom fields to customers, invoices, po, estimates and anything else. Everyone like to create their forms to what is needed for their business. QBD was much better with this option.

            • 595 votes
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                Stacy Buckler supported this idea  · 
                Stacy Buckler commented  · 

                Would like to be able to customize any forms. PO, estimated, and invoices.

              • 9 votes
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                  Stacy Buckler commented  · 

                  It would be very helpful to list more than one email for a customer with a drop down to pick which email needs to be used. You can add more than one email by placing a comma in between each email, but a drop down would be easier.

                  Stacy Buckler supported this idea  · 
                • 1 vote
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                    Stacy Buckler shared this idea  · 
                  • 24 votes
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                      0 comments  ·  QuickBooks Online Feature Requests » Homepage  ·  Flag idea as inappropriate…  ·  Admin →
                      Stacy Buckler supported this idea  · 
                    • 3 votes
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                        Stacy Buckler supported this idea  · 

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