QuickBooks Online Feature Requests

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  1. Variables, Short cuts, Hot keys in Recurring Invoices or Sales ReceiptsTransactions

    Would like to have a way to add a variable in item descriptions, especially in recurring invoices, to automate monthy or quarterly recurring invoices. Something in the nature of "Service for the month of %MONTH%" so the generated invoice would have the name of "January" or such in the month the invoice is generated for.

    459 votes
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      71 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
    • I do once a month recurring billing using recurring invoices, there are up to 100 invoices that are done at a time

      I do once a month billing using recurring invoices, there are up to 100 invoices that are done at a time. Can the description field (or other field) on those recurring invoices be mass updated to include the new month/year that the billing is for? I currently refer the customers to the date of the invoice but they find it confusing.

      46 votes
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        4 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow users to add in a Placeholder for recurring transactions.

        I invoice clients in some cases weekly or monthly and it would be nice to create a recurring transaction that used place holders. for example if a invoice was generated in October, it would be useful to have "for the month of October" as the first line of the invoice but having this changed automatically so if the invoice was created in November, the month would change automatically without any manual editing.

        37 votes
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          6 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
        • add dynamic variables to recurring invoices (such as current month)

          This is a feature that many QuickBooks Online users are requesting to provide better customer service to their clients. It is essential in some cases. Please work to get this feature implemented ASAP.

          p.s. See attached. FreshBooks has it :)

          35 votes
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            2 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
          • Automated Recurring Reminders - Past Due Sales Invoice

            Sales Past Due Statements / Reminders - Automated.

            Configure a time based trigger when automated past due notices are sent.

            The notices should include the summary of the invoices that are past due, the amount past due per invoice and the total past due.

            If electronic billing is enabled, then the ability to pay the invoice using the approved method ACH and/or CC.

            It should be integrated into the existing online invoice system that is offered which allows logon, saved payment method and the view of prior invoices. This should be leveraged for this function. So that when the "email"…

            33 votes
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              2 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
            • Recurring template updates

              Be able to make recurring invoices with part of the description updating each new invoice. Example- adding dates in the description and the recurring invoices changes this automatically from June to July or 2015 to 2016...

              25 votes
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                1 comment  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
              • Automate Next date on reminder recurring transactions

                When you use a memorised transaction using the "Use" button, I then have to go back into the Template to adjust the new next date manually! Why do you have this antiquated option because it is available in your Quick books 2008, 2012. and 2015.

                23 votes
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                  4 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                • Batch edit recurring invoices

                  Need to make recurring invoice templates easier to edit by letting us do it in batches.
                  Ex.-I want to change my term from 30 days to 15 days. Right now I have to go into each individual invoice (I have over a 100 set up) to change the due date on my invoices. I should be able to select all my invoices and batch change them at the same time. Please make this change asap. Thanks!

                  21 votes
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                    0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                  • Automated, Bulk Statements

                    Ability to send statements to multiple customers on an automated basis. It seems you can't send bulk statements until you've sent individual statements (according to the conversation I had to today with a support agent). There is also apparently no recurring option for statements. With hundreds of customers, the process of manually sending statements in order to be able to bulk send statement seems inefficient. Then to not have that be an automated process going forward compounds the problem.

                    18 votes
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                      0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                    • Find-and-replace for updating JE's

                      It would be very useful to have a way to change all of the memo's simultaneously on a Journal Entry.

                      Eg 08.2015 or Aug 2015, just tell Quickbooks to find and replace "08" with "09" or "Aug" With "Sep".

                      Thanks

                      15 votes
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                        0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                      • Automated Recurring Invoices - ACH/Credit Card Payment

                        When you have a recurring invoice which includes the ability to add unbilled charges, select whether a customer can pay online via credit card or check we would like to add additional functionality that is currently contained in the recurring sales receipt function.

                        In particular the ability to autopay the invoice with the customers onfile payment method, either Credit Card or ACH.

                        From a workflow perspective this would allow for a recurring invoice, to include unbilled charges to be generated, then have it paid then send the customer a "paid" invoice without having to actually do any of those steps.

                        15 votes
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                          1 comment  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                        • Provide ability to edit bulk recurring transactions at once

                          would be good to be able to edit bulk recurring transactions ie. edit invoices at once for items such as date to be invoiced, automatically send emails on/off, even price. The ability to group recurring transactions for ie. quarterly term fees, or special 'squad group" so that your 'group' of transactions could be changed in bulk would also be helpful.

                          14 votes
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                            0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                          • Sales Receipts - Declined CC

                            A report or error log on recurring sales receipts that the credit card doesn't go thru. Right now if you look the system shows as if you got paid on sales receipts unless you open sales receipts then it shows you have a rejected merchant issue.

                            12 votes
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                              0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                            • Show the Recurring Templates on the Transaction Page

                              I really need to be able to see the recurring template for each customer on the same page and the rest of the transactions instead of having to filter each time.

                              I would like to be able to have a permanent spot at the top of the transaction page so you can instantly see if there is a anything schedule without having to change screeens

                              12 votes
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                                0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                              • Quarterly Recurring Transaction

                                Could it be possible to add the option of quarterly when setting up a recurring template?

                                12 votes
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                                  1 comment  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                • batch print recurring invoices

                                  been using qb for 20 years hate what you've done to it

                                  11 votes
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                                    1 comment  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Apply Recurring Payment/Sales Receipts to Specific Invoices

                                    Apply Recurring Payment/Sales Receipts to Specific Invoices: We set up recurring sales receipts (payments) to run monthly to payoff an annual invoice, but then we have to manually apply each paid sales receipt to the intended invoice each month. This is very time intensive. We should be able to just select the invoice we want to pay when we setup the Sales Receipt/Payment.

                                    10 votes
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                                      2 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Batch invoicing

                                      Batch invoice capability would be a terrific enhancement. I am treasurer of an organization that emails fixed dues invoice quarterly. The Mac desktop version had this feature--would be great to include in online version

                                      10 votes
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                                        0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add the Sales Order feature available in the QuickBooks desktop versions.

                                        The Estimate feature on QBO is not the same, and for businesses like our that create order documents (not estimates!) for product that must be picked and filled and THEN converted to a purchase order and/or invoice ... the Sales Order is an integral part of that.

                                        10 votes
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                                          0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                                        • give the ability to email clients ahead of time about a recurring charge that will happen soon.

                                          Would love to see the ability to send a client an email 2-3 days before a recurring charge hits as a reminder that it is going to happen. For clients that are billed annually it is easy for them to forget that a charge is coming.

                                          9 votes
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                                            0 comments  ·  Recurring Transactions  ·  Flag idea as inappropriate…  ·  Admin →
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                                          QuickBooks Online Feature Requests

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