QuickBooks Online Feature Requests

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  1. When invoicing a sub customer that is marked "bill with parent" populate the billing address on the invoice with the parent name and address

    currently, the billing address is populated with the sub customer info if the parent has no billing address, even after you add the billing address to the parent, it will not populate for a customer that was created when the parent had no billing address. When the parent does have a billing address, it pulls the parent's address but uses the sub name. Please set it up so that the billing address on an invoice for a sub customer set to "bill with parent" auto populates with the parent name and address. Its very painful for a million dollar business…

    19 votes
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      0 comments  ·  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 →
      • 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 →
        • Sales Receipt on Thermal Printers

          Print on a receipt on thermal pos printers. Example: TSP100

          19 votes
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            0 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 →
                • 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 →
                  • 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!

                    18 votes
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                      1 comment  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                    • Create and link multiple invoices from one estimate

                      Estimates should be capable of being linked to multiple invoices. Basically one day I could turn an estimate into an invoice by selecting only the items of the estimates that need to be invoice. Another day, I should be able to return to that estimate and create another invoice with the other items still unsold. At the end, you will have two or more invoices linked to the same estimate.

                      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 →
                                • Separate quantity & rate for invoices & estimates

                                  customization of invoices & estimates please separate rate and quantity into separate check offs I do not need to show the rate just the quantity and total amount.

                                  17 votes
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                                    1 comment  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Request digital signature in estimate emails

                                    Before converting an estimate to an invoice, many times a signature is required. I suggest allowing a customer or client to digitally sign an EMAILED estimate before converting.

                                    The technology exists for Docusign. You can send a document, request it to be filled out, signed, and sent back.

                                    Currently, in Quickbooks, the customer has to have access to and knowledge of Adobe Acrobat or similar to sign the emailed PDF.

                                    It is nice to accept signatures on the mobile app, but since I do work for people all across the country, I cannot always be in person to accept signatures.…

                                    17 votes
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                                      0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Receipts

                                      Provide ability to print customer a receipt after they pay invoice

                                      17 votes
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                                        0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Printing Envelopes

                                        Can you add a print envelope function on QBO. I like the convenience of QBO but its missing a lot of the Desktop features that are making me rethink about continuing my QBO subscription.

                                        17 votes
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                                          0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Make receiving a payment and printing a paid invoice one step.

                                          Right now if you receive a payment you have to open an invoice, receive a payment, then either go back to the customer center and re-open the invoice or click on the payment and re-open the invoice. It's pretty bulky and depending the speed of the site printing a paid invoice can take some time...

                                          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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