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. Introduce Progress Invoicing

    Be able to bill out fractions or amounts of a Job or Project to an Invoice.

    While we are looking at this feature, workarounds currently include:

    1. You can use the Balance Forward Statement to show the original invoice, any payments made, and the remaining balance. The steps are given in knowledgebase article:

    https://community.intuit.com/articles/1145736-all-about-statements

    2. You can create a separate invoice for each stage of the job. These invoices can be created in advance to equal the total amount of the job by using a recurring template.

    For instructions on recurring templates, see knowledgebase article: https://community.intuit.com/articles/1442437-create-a-recurring-template

    Thank you

    6,344 votes
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      667 comments  ·  Form Delivery  ·  Flag idea as inappropriate…  ·  Admin →
    • Fix the emailing a client a statement/invoice problem

      Currently we have no idea if an emailed invoice/statement has reached its intended recipient. Make it so we see if emails were delivered, bounced, etc

      217 votes
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        completed  ·  12 comments  ·  Form Delivery  ·  Flag idea as inappropriate…  ·  Admin →
      • Offer an option to have invoice #'s show up in the email subject line.

        When invoices go out via email, they all have the same subject line. If invoices are cc'd to the QBO user's Gmail account, they will all be grouped together. If a customer replies with a question about the invoice it can easily be lost/buried in the group.

        Adding a checkbox to add the invoice # to the subject line in preferences for form delivery would take an Intuit engineer about 2 minutes. It would make each email "unique" and would therefore not force it to be grouped with other emailed invoices. It would make locating customer responses to emailed invoices…

        192 votes
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          completed  ·  9 comments  ·  Form Delivery  ·  Flag idea as inappropriate…  ·  Admin →
        • CC and BCC for Sales Forms

          Add ability to set cc and bcc email addresses for sales forms

          96 votes
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            55 comments  ·  Form Delivery  ·  Flag idea as inappropriate…  ·  Admin →
          • Be able to edit individual emails for invoices and estimates.

            Would love to be able to edit the text in an email for invoices and estimates. Right now, if I need to add additional comments on a particular estimate I am sending out, I email it to myself and then forward to the client with those notes.

            36 votes
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              completed  ·  4 comments  ·  Form Delivery  ·  Flag idea as inappropriate…  ·  Admin →
            • Add a Carbon Copy (CC:) line to emailed invoices.

              Please can we have a cc field when emailing invoicies to customers

              3 votes
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                completed  ·  0 comments  ·  Form Delivery  ·  Flag idea as inappropriate…  ·  Admin →
              • Reminder templates for late payments

                Reminder Templates for chasing late payments.

                2 votes
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                  0 comments  ·  Form Delivery  ·  Flag idea as inappropriate…  ·  Admin →
                • overdue invoice pre programmed message

                  have auto message specific to overdue invoices

                  1 vote
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                    completed  ·  0 comments  ·  Form Delivery  ·  Flag idea as inappropriate…  ·  Admin →
                  • Invoice CC

                    Need a CC on invoice sending routine.

                    1 vote
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                      completed  ·  0 comments  ·  Form Delivery  ·  Flag idea as inappropriate…  ·  Admin →
                    • Make a bcc field when sending forms

                      Please add a "bcc" field in preferences for e-mailing invoices. We'd like our reps/outsourced bookkeeper to also get copies of invoices & past due statements that we send to our clients. There is no way to do this now, unless we add their e-mail to each client profile, but then the client can see we are doing that...not a workable solution for us.

                      0 votes
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                        completed  ·  0 comments  ·  Form Delivery  ·  Flag idea as inappropriate…  ·  Admin →
                      • cc email for invoices

                        Allow for a cc email address when invoices are emailed.

                        0 votes
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                          completed  ·  0 comments  ·  Form Delivery  ·  Flag idea as inappropriate…  ·  Admin →
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                        QuickBooks Online Feature Requests

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