VPControllerVPController

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  1. 3 votes
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      VPControllerVPController commented  · 

      9/2/2017

      1) Be able to add Project at the sub-customer level, not just parent level
      2) On Customer's Transaction List page, make Project column (which need to be added from middle gear at the far right) also SORTABLE column like Date/Type/No. In fact, it's not a bad idea if you could make this a default column.

      Why? See details here.
      https://community.intuit.com/questions/1619649-to-keep-project-charges-payments-separate-from-other-projects-for-the-same-customer-do-they-need-to-be-entered-as-unique-customers-as-opposed-to-under-a-customer

      VPControllerVPController commented  · 

      To merge Sub-customers into Projects.

      Projects still work similar to sub-customers in QBO.
      So to merge a sub-customer to a project:

      1) first set up a new Project
      2) go back to Customers page (dashboard > left navigation bar > sales > customers)
      3) select on the sub-customer
      4) select "edit" button at the top right)
      5) customer information screen will open
      6) Edit "Display name as" field to the Project name
      7) Save to merge

      This will move all historical transactions to the Project.

      VPControllerVPController shared this idea  · 
    • 12 votes
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        4 comments  ·  QuickBooks Online Feature Requests  ·  Flag idea as inappropriate…  ·  Admin →
        VPControllerVPController commented  · 

        Please add:

        - able to transfer from existing customer/sub-customer data to Projects. Batch action or preferred transactions
        - way to create multiple new projects from the same page. Currently, you create one project, then if you want to add another new project, you will need to click "All projects" link at the upper left corner to get back to the Projects page. And then add new Project. Too many clicks, pure waste of time.
        - of course, you don't have added any new reports. Also, project reports by items (products/services).

      • 2,416 votes
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          under review  ·  252 comments  ·  QuickBooks Online Feature Requests » Users  ·  Flag idea as inappropriate…  ·  Admin →
          VPControllerVPController commented  · 

          They do listen. It took 1700 days and 2200 votes to put that Under Review tab. Let's see how long it will take to "Completed" status.

        • 18 votes
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          • 11 votes
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              We’ll send you updates on this idea

              VPControllerVPController shared this idea  · 
            • 549 votes
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                18 comments  ·  QuickBooks Online Feature Requests » Homepage  ·  Flag idea as inappropriate…  ·  Admin →
              • 392 votes
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                  15 comments  ·  QuickBooks Online Feature Requests » Homepage  ·  Flag idea as inappropriate…  ·  Admin →
                • 18 votes
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                    VPControllerVPController shared this idea  · 
                  • 31 votes
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                      2 comments  ·  QuickBooks Online Feature Requests » Billing  ·  Flag idea as inappropriate…  ·  Admin →
                      VPControllerVPController commented  · 

                      Got to have this feature in QBO.

                    • 219 votes
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                        started  ·  45 comments  ·  QuickBooks Online Feature Requests » Inventory  ·  Flag idea as inappropriate…  ·  Admin →
                        VPControllerVPController commented  · 

                        The new "Reorder" feature is good. Many users are asking for the way to see if an inventory item is already on a purchase order or not in QBO.

                        It's amazing that you do not even have a basic commonly used inventory feature in QBO.

                      • 514 votes
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                          VPControllerVPController shared this idea  · 
                        • 28 votes
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                            3 comments  ·  QuickBooks Online Feature Requests » Reports  ·  Flag idea as inappropriate…  ·  Admin →
                            VPControllerVPController commented  · 

                            Please make Accountant version of QBO be able to consolidate financial statements of multiple companies.

                          • 7 votes
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                              1 comment  ·  QuickBooks Online Feature Requests » Reports  ·  Flag idea as inappropriate…  ·  Admin →
                              VPControllerVPController commented  · 

                              Also, please have the "Prepared Date" in Management Reports automatically reflect Today's Date.

                            • 116 votes
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                                VPControllerVPController commented  · 

                                No question, the Receive Payment features are weak in QBO. It should be able to handle early payment discounts, write off underpayment, write-off doubtful invoices, adjust bank fees and so on. It also should be able to handle invoice payments by multiple methods as well as the deposits to split bank accounts from the same screen.

                              • 7 votes
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                                  1 comment  ·  QuickBooks Online Feature Requests » Pay Bills  ·  Flag idea as inappropriate…  ·  Admin →
                                  VPControllerVPController commented  · 

                                  It's true, bank balance was available on the older version of Pay Bills page. Since the new update, bank balance field is no longer on Pay Bills page. Next screen on Print Checks page, they do show bank balance. That makes no sense to many QBOers.

                                • 81 votes
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                                    VPControllerVPController commented  · 

                                    I agree with most of what's been said. In Bank Register, there must be RUNNING BALANCE on any way you want to sort it. It's very weak to limit this on DATE sort only. In addition, there should also be page TOTAL option at the bottom. Many users come to the Bank Register for all kinds of tasks. With these two options (available running balance on all sort options and page total), it will help many QBOers to do their job.

                                  • 6,202 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…

                                      VPControllerVPController commented  · 

                                      As you know, your first comment was on November 06, 2013. Today is March 28, 2014. Since we are in accounting business, we've a habit of counting days. Big thanks in order for announcing improvements after 142 days.

                                      Still “Kitty” customization! Granted you acknowledged, you have a long way to go.

                                      As another user already noticed up front, the “Quantity” column do not fit in the space. It cuts off after "Quantit" and "Y" falls in another line. Surely, you could fix this within next 24 hours or by Monday morning (3/31/2014).

                                      Why Quantity has two decimal places like 1.00? Normally item quantity should show as just 1, not 1.00. Could you also fix that by Tuesday (4/1/2014).

                                      Hopefully we would need to wait until August 17th, 20014 (142 days again) to hear from you.

                                      Thank you again for update.

                                      VPControllerVPController supported this idea  · 
                                    • 2 votes
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                                        0 comments  ·  QuickBooks Online Feature Requests » Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                        VPControllerVPController supported this idea  · 
                                      • 91 votes
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                                          under review  ·  5 comments  ·  QuickBooks Online Feature Requests » Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                          VPControllerVPController supported this idea  · 

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