QuickBooks Online Feature Requests

Welcome to the QuickBooks Online Feature Requests forum. Please look through the submitted requests and vote or create your own suggestion that others can vote on. Make sure to give us plenty of detail so we can better understand the problem. It is not guaranteed that any suggestions will make it into the product, but it will help us identify the features you want most.

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  1. Targeted contact list

    We frequently need a report which is selected by what our donors purchased and it should contain a list their mailing addresses. I'm sure we aren't the only ones who could use this ability.

    That way we can target the donors who are interested in what we are offering at the moment.

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    • update customer information

      I want to be able to edit my customer information while creating a transaction. Right now if a customers information changes I have to leave the invoice and update the information in the customer center before being able to go back and finish the transaction.

      i think this would be a helpful feature for vendors also.

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      • QBO - Memorized Transaction capability

        It would be very helpful for QBO to have a Memorized Transaction function. Thank you.

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        • Recurring Transactions - More automation upon template setup

          Recurring transactions: I create recurring transactions and I want them to post 60 days out so I can better plan my cash flow. It would be nice if when I create the recurring transaction template, QuickBooks Online automatically enters the transactions that will occur in the next 60 days. Currently, I have to make the recurring transaction template then go add all of the transactions for each week/month , etc. that are between now and 60 days from now. A little more automation would be nice.

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          • 1 vote
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            • Assign locations one to each row in transaction

              Similar to Track Classes setting

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              • Allow better sorting option of lists

                Allow for better sorting. Allow us to sort by date and then Alpha within the sort

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                • Need to have Sales Rep funcationality!

                  Need to have the ability to allocate transactions to a Sales Rep

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                  • Better template

                    make templates more flexible as in the desktop version

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                    • Payee Types

                      Make all features for same products work the same regardless of when they are started up.

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                      • Please add an option to view the total number of inventory items instantly in online version of Quickbooks.

                        There should be a number displaying the the total count of the inventory items

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                        • Make it easier

                          To change an inactive customer/client back to active. The little hard to find gear could be more obvious

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                          • Customer list

                            Have a system to allow customers to be grouped in "folders" or categories for businesses that have service agreements or biannual work.

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                            • enlarge inventory picture

                              enlarge inventory picture

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                              • Make the online edition the same as the desktop by having the same feature for defining an discount items

                                You need to have the ability to define items in the online version just like there is in the desktop version, that allows you to create discount items for various customers or products that allow EITHER percentages OR fixed amounts. Currently in the online version you can only manually enter percentage discounts, no ability to create custom percentage amounts. For example I have various types of customers whom I need to offer discounts of 16% or 25% but I can't define these as items I have to add them to each invoice using the discount feature. Further all the discounts…

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                                • We need at least 15 users to move from QB Desktop to QB Online.

                                  We faced issue with a limit of only 14,500 on customers/supplier and employees. There is no way around it to stay on desktop. Also we have 15 users, and only a maximum of 5 users are available on QB Online version. As no such facility is available currently. We will unfortunately be moving away from QB after a long time. Once we have moved even if such a facility is brought into the new versions. It is a very difficult task to move back to QB. I am sure you will be loosing a lot of business this way.

                                  At…

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                                  • Add subtotal to the Products and Services

                                    Add subtotal to the Products and Services

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                                    • Link Vendors to Products & Enable Multicurrency

                                      I would like to be able to set up a vendor for each product in my products and services list. In addition, if products are bought outside of the US (Mexico, Europe, Asia, etc.), I would like to be able to select the currency that I purchase my product or service in.

                                      As a US subsidiary of a European company I have to deal with purchasing my core products from them all the time. Also, the currency I purchase in is always EUR.

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                                      • Can you guys please update the customer list function so that I can get fax numbers on a separate column please?

                                        Can you guys please update the customer list function so that I can get fax numbers on a separate column please? I would think this to be a basic function that should have been there in the first place. Right now the phone and fax numbers get bunched up on the same column and that makes it difficult to manage a mass fax list to communicate with my customers.

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                                        • Save sort option in invoice list

                                          Give us the option of saving the sort order in invoice lists

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                                          QuickBooks Online Feature Requests

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