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. Add attachments (scanned receipts) when accepting imported bank transactions

    Could you please add the ability to include attachments (scanned receipts) while you are accepting imported bank/credit card transactions?

    80 votes
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      completed  ·  22 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
    • Fix the Bank Account Update errors.

      I've been fighting with this for days! When I log on, my band account didn't update overnight, so I start trying to manually update, only to get the dreaded "Bank Account Error." Failure to update. Usually it takes 4-5 hours of trying off and on to finally get an update. I am a solo business owner. QB is supposed to save me time, and it's costing me time at this rate! Please fix this error.

      50 votes
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        completed  ·  7 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
      • when matching undeposited funds search feature only looks for amounts that are less then the bank deposit

        my merchant takes the fees out and when i'm trying to match a bank transaction QBO only shows me undeposited funds that are less then the bank deposit so I cannot match to the original sales transaction. QBO should show all undeposited funds for me to select.

        43 votes
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          8 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

          Good news to report here! When using ‘Find Match’ you can now match a deposit from your bank to payments in QuickBooks that are up to 5% greater than the deposit. You can then use ‘Resolve Difference’ to account for any fees by entering a negative amount. This will allow you to match the transactions.

        • Add detailed lines when matching an invoice

          When you have a bank receipt. Say £1000 and it relates to a customer invoice partly for say £100 you click match. Then at the bottom you can click resolve difference and add for example the other £900 to a nominal. That £900 may be 10 different people paying and they need to be split to different nominal's. However, you can't add anymore lines. Can we have the same feature as the split screen so you can 'add more lines' here.

          23 votes
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            0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
          • Go back to old Banking Screen!

            Please remove "Smart" buckets!! It makes the Banking screen way too complicated! It is redundant and completely unnecessary! Now I will have to use arrow down and select bank feed instead of seeing all bank feed accounts at a glance, and seeing the expense accounts most commonly used and their amounts doesn't help me on the bank feed screen!!!

            19 votes
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              6 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

              Thanks for your suggestions on the new banking screen layout! We have heard your feedback and will not be moving forward at this time with the new look. You will now have the previous layout back again in QuickBooks. Keep a look out for a message on the Banking page for more info.

            • Bank Feeds

              Fix the bank feed. I don't want you guessing based on whatever is the last POS entry I did. They are totally unrelated transactions, only the POS info is the same. Every time I put one in, you assign all the rest of the ones in the queue to that. Leads to errors with my lower level employees and probably lots of customers, who take your input and think that is correct! It's a PITA! xo

              19 votes
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                2 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →

                Our apologies for the troubles here. You can now disable this feature to prevent this from happening.

                When on the Banking page click on the small gear icon that is above the Action column and disable the option for ‘Remember category selection’.

              • Amex Open App

                I would like for my American Express Open card to work like my bank account. I don't want to go to the Open App to send transactions. I can't add vendors or accounts from that App. It is annoying to use the Open App. The transactions should download at the same time as I update all of my sync'd accounts.

                18 votes
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                  7 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                • HSBC

                  Enable connection to HSBC bank accounts...

                  16 votes
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                    completed  ·  0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                  • 15 votes
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                      1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                    • Allow matching to open bills in downloaded transactions

                      Downloaded Transactions should allow a customer to reflect a bill payment just like if they were to reflect receiving money from a customer. By not allowing this option it then creates a lot more steps for the customers work flow as in a restaurant business most of the downloaded transactions are expenses.

                      12 votes
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                        completed  ·  3 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                      • Bank Balance

                        The bank's balance should show on the register page and not just the home or banking page.

                        10 votes
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                          0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                        • bank

                          bank error code 102

                          8 votes
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                            completed  ·  0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                          • Bank error 185 Wizard

                            Create a Wizard for when Bank Account Error 185 pops up. Don't make us the user do all the research

                            7 votes
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                              completed  ·  0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                            • 5 votes
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                                1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                              • Delete Bank Transactions after excluded

                                Delete duplicate or errors - Ability to completely delete bank transaction data. Ability to go from the exclude to delete.

                                4 votes
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                                  completed  ·  1 comment  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                • bank register missing link

                                  on the bank register, there should be link that take you back to banking page for the bank account or credit card account..

                                  4 votes
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                                    0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                  • EXTEND RULES

                                    RULES
                                    Very good idea. However seems a bit limited at present. eg I wish to use a rule on transfers from other bank accounts (these often are not given a good description by the bank. They all come in as an EXPENSE! Can other categories of incomings be used please?

                                    4 votes
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                                      completed  ·  0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                    • reliability of bank data importing

                                      Improved reliability of importing bank data, constantly missing transactions from my bank

                                      3 votes
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                                        completed  ·  0 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Include Unitus Community Credit Union in online banking support.

                                        Please include Unitus Community Credit Union in online banking support. Quicken already supports this bank, please add this bank.

                                        3 votes
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                                          completed  ·  3 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Change Bank Account Order

                                          Allow users to change the order in which banking accounts appear in the Transactions/Banking area.

                                          3 votes
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                                            5 comments  ·  Banking  ·  Flag idea as inappropriate…  ·  Admin →
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