QuickBooks Invoice Payments Portal
12284 results found
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Get rid of the AI answering service
Your AI bot that tries to help you when you call in sucks. I have to call on behalf of my current company because you guys mess up our billing all the time and it makes me want to throw my phone at the wall. I will celebrate the day I no longer have to work with you guys. I am dizzy with rage after trying to deal with it. Double thumbs down.
1 vote -
Estimates & Progress Invoicing Summary by Customer Report need to be able to filter by status
This report needs to have the flexibility to sort by status. It would allow one to see what jobs they have in the queue that are accepted and easily identify if any billing was missed.
2 votes -
Provide features for reporting/automation of w9, direct deposit, and time tracking emails
Please add a feature from within the API to provide enrollment status indicators for w9s, direct deposit, and time tracking.
This is a simple and basic feature to help customers ensure gorvernace (it is NOT something that QBO provides reporting for) and QBO not having this feature in a world of automation puts this product in the stoneage.
A quick google search shows that people have been asking for this for 5+ years!!!
1 vote -
Fix - Memo overwriting
When posting American Express transactions, how about you do not remove the initial information on the post, and overwrite it with the memo I write. M'kay? Sarcasm intended!
1 vote -
Inactive Vendor and Customer Cleanup Wizard
Have a feature for vendors and customers that quickly inactivates vendors and/or customers that haven't had transactions posted to them in a specified amount of time. Allow the user to select whether it's vendor or customer, allow the user to enter the date, and click "Run Wizard" - then the program would go in on the backend and deactivate anything that hasn't been active since the date the user entered.
1 vote -
Easier Bill Payment Vouchers
Please create a simpler method for me to print a .PDF document listing all bills paid to a vendor. As you're aware QB Online lists up to 13 bills, and then has a line (total of additional bills ) with the aggregate amount. Vendors, as well as me, the payer, would appreciate more detail and I would find it easier to do with a menu option one click somehow and not have to go through a labyrinth of mazes and report filters to do this task. Desktop has a simple path to doing this, is there a way you can…
1 vote -
Bulk Updating/Spreadsheet Sync
As a home décor wholesaler with a catalog of over 10,500 items, we’ve encountered challenges using the bulk import feature to update our inventory. Currently, items appear to be matched and categorized by their name, rather than by their SKU. Since item names are often updated for clarity or marketing purposes, this causes issues—such as duplicate entries—when importing updated data. The SKU, however, remains consistent and is the most reliable identifier for our products.
It would be extremely helpful if QuickBooks could match and manage items based on SKU instead of name during bulk import. This would significantly reduce duplication…
2 votes -
Report for Custom Fields replacing Tags
With "tags" being taken away and QuickBooks pushing the use of "Custom Fields" as their replacements, they forgot to include reporting for "Custom Fields". The great thing about "tags" was that they were easy to use and track with reporting being made available right in the "tags" page. "Custom Fields" lack this basic need to help track transactions that you're using the new fields in. If QBO could create reports it would helpful and make the loss of "tags" less of a burden.
2 votes -
Currency XCG Curacao
The Caribbean guilder (code: XCG; abbreviation: Cg) Quickbooks need to add this currency because in Curacao use XCG not ANG anymore
3 votes -
Customize Bills
Please allow users to add / remove columns on the bills we receive from vendors. We have subcontractors who bill by the hour, and need to track those hours.
Currently there is ONLY an amount that can be shown in a bill, but I need the number of hours + hourly rate in two separate columns, just like it's currently structured in the estimate form. This will greatly assist in accountability for our vendors and accurate reporting.1 vote -
Online Sending Options for Invoices
The HTML email is great when you only want your client to see your custom Invoice. The other issue is this email contains a logo from some unknown source location and is not removable or changeable.
The Online invoice option in the Online Delivery email still gives the client an option to download the QuickBooks version of the invoice. This is confusing because it should only download any attachments you are allowing. Please remove the download/view invoice when you opt out of it and replace it with what you allow as an attachment.
1 vote -
Add shifts directly from Projects
I would like the ability to create/add shifts directly from the Project page. Making a Customer, then a Project, then going over to Scheduling, THEN Time team to add in shifts for employees is tedious, slow, time consuming, and over all clunky mechanics. It would be nice to be able to add in shifts to the Project directly.
1 vote -
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 -
give a person the ability to turn off the multi-currency feature and change the home currency back
Hello!
I want to write a message to QB developers and technical support.
I am writing a negative review. A week ago I had a situation that changed everything. I needed to check if I could change the currency for issuing 1 invoice.
I found how to change the currency, but accidentally (as it turned out later) I pressed the multicurrency button and it was turned on. After that, my home currency became euro and I could not turn off the multicurrency function. Before that, all invoices issued and all information in the account were in dollars. Now everything is…6 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 -
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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