QuickBooks Online Feature Requests

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  1. Fix Discount Classes

    Classes on discounts are not working correctly. If you post an invoice with discount terms (e.g. 2% 10 Net 30) and the customer takes the discount, the discount is not applied to the same class as the invoice. Instead, it is class-less.

    The result is that if you want to look at a profit and loss by Class, you can see the gross result of each class for income, and then all of the discounts that were taken by customers are sitting off on their own as unclassified transactions. This is not useful at all and needs to be fixed.

    20 votes
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      2 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
    • batch sales

      DESPERATELY NEED ABILITY TO BATCH DELETE INVOICES. Its crazy that we have to delete them one by one. At least give your own technicians the ability to delete a batch or all of my invoices. i have 2300 invoices that got dumped into my account and now i cannot remove them. HELP PLEASE!!!

      20 votes
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        0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
      • Include Draw Requests on Invoices

        I have been using Quick books online for about 2 years now and everything has been okay with the system, but lately I have been getting frustrated because there is no draw request program added to the invoices. Not being able to request multiple draws on one large invoice is very problematic. I'm sure there are thousands of companies that have the same problem with this. Not having this feature hurts the sell of your product to thousand of potential customers. I and many others would like to see a function that allows us to send draw request to our…

        20 votes
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          3 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
        • To be able to sort invoices when entering a customer payment. Right now you can only sort by ascending or descending date.

          I enter payments from customers that can involve 90+ invoices on one check. To be able to sort by invoice would be a great help.

          20 votes
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            1 comment  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
          • Customise credit notes

            Credit notes should look like invoices, or there should be an option to customise them.

            19 votes
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              0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
            • Show Profit Margin on Estimates

              When generating an estimate, it would be nice to see the profit margin of each estimate after is complete, without having to go back to look at the cost of each individual item. All it would be is a box at the bottom of the estimate screen showing the total profit/loss--the system already records the cost of all products/items. This enhancement would be valuable. Thanks!

              19 votes
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                1 comment  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
              • Add Desktop card swipe to web interface

                Just noticed the merchant web site has added the swipe feature to process a credit card in the web browser. Can we add a swipe feature to the sales receipt when checking the process credit card transaction. This would keep us from having to use gopayment for cards to get the discounted swipe rate.

                19 votes
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                  2 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                • Calculator

                  Please, Please, Please add a calculator to the QBO!!!!!!!

                  19 votes
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                    1 comment  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                  • be able to see profit on estimates

                    When adding up the estimate, be able to see how much profit we are going to be making off the customer

                    19 votes
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                      0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                    • add subtotal function for sales receipts and invoices in QBO

                      In QB Desktop, you can subtotal on a sales receipt or an invoice. This is essential in our state, where we have multiple sales tax rates for different products, as well as different sales tax jurisdictions. For example, meals are taxed at 9%, alcohol is taxed at 10%, and retail items are taxed at 6%. In addition, in certain communities, there is an additional 1% tax on all of the above. In QB desktop, I can create a customer with the 1% sales tax as the default, then enter my meals sales, subtotal, apply my meals tax, enter my alcohol…

                      19 votes
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                        0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                      • non profit organization donor statements

                        We are a non-profit and send out annual donor statements for tax purposes. Everything is great about the statement except the fact that all the statements have an "activity" column which lists each transaction as a "sales receipt." For our QBO accounting purposes, we use sales receipts but to the donor receiving the statement, a "sales" receipt is inappropriate verbiage (it is a "donation" not a "sale") so I'd like that column removed from the statement. Is this possible?

                        18 votes
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                          0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                        • Saving invoices

                          The online QuickBooks needs to have a better option of saving to a PDF, i do not use QB to email my invoices, so i have to click print, then save to PDF & this process takes a long time, there needs to be an option right next to the invoice or estimate that says save to file or PDF, also i would like to be able to select multiple files/invoices/estimates at a time & save all together in one file/PDF file.

                          18 votes
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                            0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                          • Remove "balance due" from donation receipts

                            Please add an option to hide/remove "balance due" line from non-profit donation receipts to donors. It does not make sense to have this listed on donation receipts since donors will never have a balance due.

                            18 votes
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                              0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                            • Change Item don't delete description

                              When changing a Product or Services code, give an option to NOT change/delete the description line.

                              18 votes
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                                0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                              • Switching between companies

                                Permit sales associates using iPad and smart phones to switch between companies as on pc version rather than having to log out of one company then log into the other. We service several companies through our iPad "point of sale" and it's too cumbersome and time wasting to have to log in and out all the time.

                                18 votes
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                                  0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                                • Print Statements in Windows Envelope Compatible Format

                                  The printed statement function does not product a window envelope compatible statement. Please can you add the option like on invoices as it wastes time hand writing the addresses...

                                  18 votes
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                                    1 comment  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Contract Management

                                    Contract Management - Allow users to create contracts online for their customers to digitally sign, tie that to an invoice to manage payment.

                                    18 votes
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                                      0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Batch edit "uncategorized" transactions

                                      In QB Online Plus, I would love a way to select a batch of transactions that are in an account register but are in an "Uncategorized" income or expense account, and change the category. Right now you can only change these transactions one by one.

                                      18 votes
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                                        0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                                      • logo

                                        I'd like to be able to add my associations' logos to invoices as well as company logo - adds to credibility.

                                        17 votes
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                                          0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add a markup column to estimates!

                                          Allow adding mark-up right in the estimate like it was in QB's 2013! It was so nice t have that in 2013 and now I feel like we've gone backwards to a less feature rich system!

                                          17 votes
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                                            0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
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                                          QuickBooks Online Feature Requests

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