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QuickBooks Invoice Payments Portal

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  1. 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

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  2. 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

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  3. 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

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  4. 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

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  5. 1 vote

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    1 vote

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  7. AI-Powered Chatbots: Tailored Solutions for Your Needs

    AI-powered chatbots have revolutionized customer service and operations across various industries, offering personalized, efficient, 24/7 support. Businesses increasingly adopt these intelligent assistants to enhance user experience, reduce costs, and streamline workflows. In this article, we will explore how AI-powered chatbots are transforming insurance, healthcare, government, and finance sectors, providing tailored solutions to meet unique industry needs.

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    Streamlined Claims Processing
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    1 vote

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  8. MAKE INVOICE, SALES RECIPTS, and ESTIMATE COLLUMNS CUSTOMIZABLE

    We need to be able to edit the Invoice, sales receipts and estimates columns this is critical to a lot of businesses especially since QuickBooks services many different types. This should be a feature just like desktop has it all we need is to be able to add a few more lines and edit them as we please.

    3 votes

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  9. MAKE PAYMENT RECEIPT FORMS CUSTOMIZABLE ASAP!!!

    We need to be able to customize the receipt forms that are sent to our clients. This is something that has been requested for many years, according to the Support page on QB Online. Make this available ASAP!! I'M FRUSTRATED AND ANNOYED BECAUSE IT SEEMS YOU DONT PAY ATTENTION TO OUR FEEDBACK AND THIS FEATURE IS VERY MUCH NECESSARY!

    2 votes

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    1 vote

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  11. 4 votes

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  12. THANK YOU

    Darren, I am extremely grateful for your most generous adjustment to the invoice. I can’t express my gratitude for your kindness and your interest in my problem.
    You are a godsend and I hope I can remain as a regular customer. God bless you.

    1 vote

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  13. 1 vote

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  14. NOTA

    You need to send an email if the bank transaction was satisfactory or could not be processed, so we can fix it as quickly as possible, please.
    Melvin Solorzano

    3 votes

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  15. 1 vote

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    0 comments  ·  Payment Method  ·  Admin →
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  16. Progress Invoicing by Quantity

    In quickbooks desktop you can progress invoice by percent or by quantity. In quickbooks online, you can only do this by amount or percent. When you are selling items by quantity, and you want to invoice for them, it is a simple assumption to invoice BY QUANTITY. Please update to allow progress invoicing by quantity to match the same process as quickbooks desktop. This is actually preventing us from switching. Our customers require invoices by quantity.

    1 vote

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  17. allow credit card payments :-) please

    I wanted to use a credit card and that's not an option on the Payment page. I see it used to be an option but not today when I was paying our invoice. Our bank gives 'cash back' rewards and so I just lost out on a 5% bonus reward worth $250.

    1 vote

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    0 comments  ·  Payment Method  ·  Admin →
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  18. Fix price rule defect - price rule for customer types do not work.

    Price rules that are created in which the customer is based on selecting a customer type from the drop down do not work. The price list does not show up under the customer's account as it should. Changing the rule to "individually select" the customers is not reasonable as it is a nightmare to ensure that all price rules are correct when pricing changes occur or new customers are added. It used to work, and when a customer was added and their customer type is chosen, that would automatically apply all price rules for that customer type to them. Now…

    1 vote

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  19. Please include in the receipt what is being paid for. (i.e. March and April trash service)

    Please include in the receipt is paying for. (i.e. March and April trash service)

    1 vote

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  20. Allow me to click button to pay all outstanding invoices at once (if it is there it is not obvious).

    Allow me to click button to pay all outstanding invoices at once (if it is there it is not obvious).

    1 vote

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QuickBooks Invoice Payments Portal

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