MaryMary

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  1. 667 votes
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      MaryMary commented  · 

      We would also like the ability to include a column for the description and the account for the transaction on the bank reconciliation reports

      MaryMary commented  · 

      Add yourself as an accountant (On the bottom of the manage users screen). Use a different email, than sign out from the Gear and go accept the invite. Make sure you choose the option to CREATE A NEW USERNAME. after that, log in to QBO using your new user id for accountant user, than go to the reconcile screen, choose the account your reconciling, and you will see the UNDO button appear to the right of the reconcile once you move your mouse over towards the right side. **Keep in mind this will undo ALL ABOVE reconciles as well. Once you undo what you need, I would suggest going to the Gear icon to sign out and sign back in with your regular login.

      MaryMary commented  · 

      Click your company name at the top right>manage users>invite an accountant>Invite yourself as an accountant, when you create your user name, just put the letter "a" at the end of your regular username so you won't forget. Now when you go to reconcile, you place your mouse to the right side of the reconcile and an "Undo" button will appear for you to delete it.

    • 821 votes
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      • 16 votes
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          MaryMary commented  · 

          ***Please try checking your 'Clutter' folder. That is where my 6 digit code ended up.

        • 394 votes
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            17 comments  ·  QuickBooks Online Feature Requests » Payroll  ·  Flag idea as inappropriate…  ·  Admin →
          • 816 votes
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              50 comments  ·  QuickBooks Online Feature Requests » Payroll  ·  Flag idea as inappropriate…  ·  Admin →
            • 549 votes
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                18 comments  ·  QuickBooks Online Feature Requests » Homepage  ·  Flag idea as inappropriate…  ·  Admin →
              • 26 votes
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                  1 comment  ·  QuickBooks Online Feature Requests » Registers  ·  Flag idea as inappropriate…  ·  Admin →
                  MaryMary commented  · 

                  We can already do that by clicking on the column name 'Date' one time, the transactions will go in reverse order. Click again and it will change order again.

                • 330 votes
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                    70 comments  ·  QuickBooks Online Feature Requests » Reports  ·  Flag idea as inappropriate…  ·  Admin →
                  • 101 votes
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                    • 1,616 votes
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                        under review  ·  48 comments  ·  QuickBooks Online Feature Requests » Global  ·  Flag idea as inappropriate…  ·  Admin →
                        MaryMary commented  · 

                        Also have the column headings scroll with you (Date, Memo, Description, Payment, deposit, Balance Etc)

                        MaryMary commented  · 

                        Also, Please Provide a link at the top to access the transactions as a report. Maybe a button at the top that says "View as Report" (The report you would find by going to Chart of Accounts>down arrow next to view register>run report) this report is very handy when searching for duplicate transactions or working on a reconcile.

                      • 18 votes
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                          MaryMary commented  · 

                          It would be nice if the button was not hiding in the white down arrow and just on the bottom blue bar , that way it is easily viewable. There is so much space at the bottom blue bar, it would make sense to put those button there where they are easily viewable instead of hiding it in a white down arrow where a lot of customers do not even realize it is there. Same with the bank and credit cards screen. So many customer are clicking on the white down arrow next to Update by mistake. Why cant we add the file upload button and the others as a button easily viewable next to the "Update" button instead of hiding in a down arrow?

                        • 21 votes
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                            To be clear, you are requesting this as an enhancement to the income list, right?
                            Because ignoring that, you can already do this on the receive payments screen, where you select 1 customer and then you will see all invoices associated with that customer.

                            MaryMary commented  · 

                            But we are only able to receive multiple payments for 1 customer at a time. We wants to be able to choose ANY customers open payments to apply our bulk deposit (payment) to like in the desktop version.

                            MaryMary commented  · 

                            The current work around is mark the invoice as paid using the receive payment and mark the account to deposited funds.

                            You would do the same for all other invoices that were paid with that "bulk deposit".

                            Then you would go to the Bank Deposit screen from the plus and select all the payments that add up to that bulk deposit and make that deposit so that the register reflects the full deposit made and not individual payments that add up to your deposit.

                            MaryMary commented  · 

                            The open invoices show up AFTER choosing 1 Customer. With the desktop version, you can see ALL (for all Customers) open invoices. That would make things so much simpler. Many times business owners wait until the end of the week in order to make a deposit. That deposit is multiple payments from customers. There should be a receive payment screen that shows ALL open invoices to apply to multiple customers invoices with that one lump some deposit. The work around is just so time consuming-

                            MaryMary commented  · 

                            We need to be able to go to receive payment and show ALL open invoices NOT just for 1 vendor. Make it similar to the desktop please

                            MaryMary commented  · 

                            Currently we have to have the receive payment assigned to "undeposited funds" and then go and deposit all those receive payments from different customers. Other wise it would go in as different amounts in the register and not the full amount of the check we deposit in our company bank account.. Long process...

                          • 0 votes
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                              0 comments  ·  QuickBooks Online Feature Requests » Reports  ·  Flag idea as inappropriate…  ·  Admin →
                              MaryMary shared this idea  · 
                            • 0 votes
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                                0 comments  ·  QuickBooks Online Feature Requests » Payroll  ·  Flag idea as inappropriate…  ·  Admin →
                                MaryMary shared this idea  · 
                              • 0 votes
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                                  0 comments  ·  QuickBooks Online Feature Requests » Payroll  ·  Flag idea as inappropriate…  ·  Admin →
                                  MaryMary shared this idea  · 
                                • 12 votes
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                                  • 28 votes
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                                      0 comments  ·  QuickBooks Online Feature Requests » Payroll  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 3 votes
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                                        0 comments  ·  QuickBooks Online Feature Requests  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 8 votes
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                                        • 11 votes
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