Lynne Moninger

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      13 comments  ·  QuickBooks Online Feature Requests » Reports  ·  Flag idea as inappropriate…  ·  Admin →
      Lynne Moninger supported this idea  · 
    • 288 votes
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        13 comments  ·  QuickBooks Online Feature Requests » Reports  ·  Flag idea as inappropriate…  ·  Admin →
        Lynne Moninger supported this idea  · 
      • 678 votes
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          126 comments  ·  QuickBooks Online Feature Requests » Billing  ·  Flag idea as inappropriate…  ·  Admin →
          Lynne Moninger supported this idea  · 
        • 873 votes
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            52 comments  ·  QuickBooks Online Feature Requests » Payroll  ·  Flag idea as inappropriate…  ·  Admin →
            Lynne Moninger supported this idea  · 
          • 6,538 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…

              Lynne Moninger supported this idea  · 
            • 1,837 votes
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                249 comments  ·  QuickBooks Online Feature Requests » Billing  ·  Flag idea as inappropriate…  ·  Admin →
                Lynne Moninger supported this idea  · 
              • 2,691 votes
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                  Lynne Moninger supported this idea  · 
                • 15 votes
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                    Lynne Moninger supported this idea  · 
                  • 361 votes
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                      Lynne Moninger supported this idea  · 
                      Lynne Moninger commented  · 

                      Just signed up after using desktop version for 15 years plus. I am very upset that my customer's custom fields are not usable! We operate in multiple states with multiple taxing authorities. I was able to designate the tax jurisdiction by county and then city as required for each customer as I set them up, ONE TIME, the data auto populating my invoice fields, and now you are saying I have to look this up and fill it in every time I create an invoice??? WE send out 100+ invoices every month. I in turn export a huge list of sales at the end of the year into an excel spreadsheet, and after about an hour of sorting and summing, have my income by state, county, and city for the accountant. Since none of my custom reports exported/imported, I now have the monumental task of recreating them, if possible. I also noticed my preferred delivery method did not export/import and at the moment it appears I will have to go through several hundred customers correcting that setting; I am praying this isn't so. I was a tax preparer for several years before this job and took part in changing tax software from one company to another twice with far less trouble than what I am going to have changing from QuickBooks to QuickBooks - that is just stupid beyond belief. I have barely started reviewing this and to see these two huge issues right from the beginning with simple customer record fields...very, VERY discouraging. As to drop down lists as I have seen suggested in other posts...that would be fine if you have a finite number of items to choose from, but that is not my situation, and the drop down list would not solve my issues unless I could add tens of choices, which few drop down lists support.

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