QuickBooks Invoice Payments Portal
12304 results found
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Payment links should be able to assign to classes automatically
When you setup a Payment Link, either one-time or recurring, you should be able to assign that link to a specific Class within QuickBooks. Then any payment made via that link will automatically be assigned to that Class. As of now the only way to assign payment link payments to a Class is to go back into the "All Sales" screen, find the payment, and edit each individual one. This is time-consuming and leaves a lot of room for human error.
1 vote -
Automatically sync payments with payroll contractors
Pay contractors through payroll
1 vote -
enhance the advance search
Could you please provide additional advanced search options for looking up customer accounts? Specifically, options to search by name, company, email, or phone number would be appreciated.
1 vote -
Default Accounting Method needs to be sticky
Despite updating the default accounting method to "Cash" in the "Accounts and Settings" section, the reports: Profit and Loss, Trial Balance, etc, default to the "Accrual" accounting method. This is a bug as this was not the case prior to the most recent update for reports.
1 vote -
Inventory Tracking and Location-Based Stock Management in QuickBooks Online
I would like to share some feedback regarding the inventory tracking feature in QuickBooks Online. As a business owner, I need a system that allows me to:
Assign inventory to specific locations (e.g., Main Factory, Shop A, Shop B).
Track stock levels independently for each location without affecting the total inventory across all locations.
Input initial stock levels for each location without performing an inventory adjustment that alters my overall stock.
Currently, the inventory transfer feature is a good starting point, but it doesn’t fully meet the needs of multi-location businesses like mine. For example:
I cannot assign initial inventory…
1 vote -
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1 vote -
you can make it easier to move back and forth and to list invoices.
you can make your "experience page" more than a "post your ideas here" page. Your site is very clunky. It takes three or four verifications to get to the verification page and then it questions who you are. I'm trying to pay my invoice, not withdrawn money. Just let me in after a text and then let me stay in.
1 vote -
Provide a downloadable receipt
We can download the invoice but not a receipt. It would be great to skip the screen shot save and just save a PDF with payment info:
Vendor
Inv#
Pmt type
Date
Amount
Balance2 votes -
lindsey@integrityliningsystems.com
the Expense Claims portal has been updated and is in a Beta version. It has removed the name of the person uploading the expense in the editing screen. It has also stopped working correctly. I used to be able to select FIND a match in the drop down screen, edit it and match it. It is no longer doing that. It only allows me to save and exit. Once I do that it is not saving the changes when pulling to my credit card or attaching the receipt. I am struggling bouncing between multiple screens to ensure the expenses are…
1 vote -
Projects improvement
I work mainly in the Projects Tab with QB's Online and I have a few suggestions:
-Is there a way to improve the Employee/ Vendor toggles? They often don't work and/ or duplicate the date line items containing Total time / Total Cost.
-On more than one occasion my Total Costs did not total the costs shown on the INCOME VS COST area at the top of the projects, and what the profit margins and basically everything is calculated off of. It wont be off by much but I've seen it off over $3k in on of my projects.
-Currently,…
1 vote -
Better Invoice Customization for Branded Labels & Packaging
I love using QuickBooks for invoicing, but I was wondering if there could be more customization options for businesses that sell branded packaging and labels. For example, when I send invoices for custom sticker labels www.custompopcornboxes.com/product/sticker-labels/, I’d love to include a product preview or a more tailored layout that reflects my brand.
Has anyone found a way to enhance the invoice design beyond the current templates? Maybe a feature request for more visual customization could help businesses with branded products stand out.
Would love to hear your thoughts!
Thanks!
1 vote -
use my credit card
use credit cards
2 votes -
Have automatic backups done daily but only keep a month's history
Have automatic backups done daily but only keep a month's history
1 vote -
Bring back the compare with last payday - in the preview payroll screen
Miss this feature used it every payroll
1 vote -
QR Codes
We would like an option to add our Google Review and Website QR Codes to our invoices and estimates. This is a crucial update to help our company reach more people.
2 votes -
Please allow batch transaction actions on the chart of accounts
I just upgraded from QBSE to QBO and my transactions skipped the bank feeds and went straight to chart of accounts where I cannot use batch actions to clean up the categories. Please allow for batch actions on transactions in chart of accounts, same as in the bank feeds. AND please change the upgrade import process to allow transaction cleanup.
1 vote -
for Partial Payments, the updated invoice should show all partial payments to date
I have a large bill and am making weekly payments. After making the second payment, I downloaded the invoice and did see the updated remaining amount due, but would have liked to see
Original amount due
payment 1 date payment 1 amount
payment 2 date payment 2 amount
etc.
Remaining balance due
Thank you3 votes -
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To begin the process, press the Login button at the top of the page.…1 vote -
Payment is not guaranteed, after 3-4 days the bank can reject the transaction and if one has already delivered the products, we lose that mo
Payment is not guaranteed, after 3-4 days the bank can reject the transaction and if one has already delivered the products, we lose that money.
2 votes -
Let us use a debit/credit card to pay
Easier to make more payments if we were able to use a debit/credit card
2 votes
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