QuickBooks Online Feature Requests

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  1. Combine Billable Expenses on 1 line item on an invoice

    We really want to be able to combine billable expenses on an invoice as 1 line item.
    For example: Multiple travel expenses were incurred on a project for a customer. We now want to invoice for ALL the travel expenses on an invoice, but only want to show as 1 line item on the invoice - Travel Expenses = Total amount for ALL travel incurred.

    153 votes
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      59 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →

      Thank you for your suggestion, support, and patience. We now have the ability to combine Billable Time on Invoices!

      If you haven’t tried this already, all you need to do is when creating an Invoice, click on the pull down on the right side of the Invoice, and choose Group Time by Service. Then it will create one line for each Service item.

      Please keep telling us what you’d like to see. We love hearing from you!

      The QuickBooks Online Team

    • fix sales tax

      Right now I can only track one sales tax rate. I do business in an area with different counties, each having their own rate. I would like to track multiple sales tax rates depending upon the county

      116 votes
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        completed  ·  8 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
      • packing slip sales receipt

        i would like to be able to print packing slips even if the transaction is a sales receipt. thanks

        69 votes
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          completed  ·  9 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
        • I would like to have the old "sales tax" back, or something similar.

          I would like to have the old sales tax method back. If you could have Quickbooks automatically apply tax to "taxable" customers, or even give a warning/popup before the transaction is completed to warn about selecting "tax" for invoice/transaction.

          I would ultimately like the ability to control my own company preferences, and select the method I want to use, instead of having to convert to the "new sales tax center" method.

          9 votes
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            completed  ·  1 comment  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
          • Assign a tax code to each customer NOT to the product or service

            We not only have customers within Canada but also in the US and Internationally. I need to be able to assign a tax code to EACH customer NOT to the products we sell. Our customers often order dozens of products at a time and I have to manually choose to correct tax code for each line of the sales receipt? This is ridiculous. In the desktop version when a new customer was added, so was the appropriate tax code. Please correct this to save us all time! Thank you.

            6 votes
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              3 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →

              Thanks for submitting your feedback about setting default sales tax codes for customers in the Canadian version of QuickBooks Online.

              As of today, this functionality is now live. You can add a default tax code to any customer, and QuickBooks Online will remember it for all future transactions. You can find additional details in our support article: community.intuit.com/articles/1692455

              Thanks,
              The Intuit QuickBooks Team

            • Increase Font Size on Invoices

              When printing out the invoices, the font size is terrible. It must be a size 8 or so when trying to read who the invoice is going to in addition to the line items. I love many of the features and convenience of QB online but I have had several complaints from customers that they can't read the invoice or that it's too small.
              There must be a technical code in the site for the font size on invoices. My suggestion is to go into that code and increase the size to 11 or 12. The invoices look worse that…

              2 votes
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                completed  ·  0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
              • add a cc option for emailing invoices

                I have a lot of customers that want to be cc'd to the invoice emails and not be in the recipient list. I explain time and time again that I don't have the option with QB Online. I know it's available on the desktop version, but buying another version of the software isn't a good solution.

                1 vote
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                  completed  ·  0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                • Reminder Emails

                  When sending reminders for overdue invoices, you need to have a different template of text to be able to chase payments rather than just having the normal "heres your invoice" template.

                  1 vote
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                    completed  ·  0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
                  • Multiple cc's on invoices

                    Would like to be able to cc multiple people on invoices.

                    0 votes
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                      completed  ·  0 comments  ·  Sales Transaction  ·  Flag idea as inappropriate…  ·  Admin →
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