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QuickBooks Invoice Payments Portal

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  1. Company has cancelled/unsubscribed for more than two years, but still show on my login page

    Company has cancelled/unsubscribed for more than two years, but still show on my login page. Customer service can't help solve the issue...

    1 vote

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  2. view email/text receipts history

    I am trying to contact old clients for a marketing campaign. The way we process our payments is almost always on the go so its quick and we do not have time to input all customer information etc. However, we DO email and/or text receipts to customers. There must be a way to view the history of the emails and phones we sent them to however I just contacted support and they dont have an answer. I was told to post something here.

    1 vote

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    1 comment  ·  Emails  ·  Admin →
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  3. How to view where receipts were sent after payments are processed through Quickbooks

    I am trying to contact old clients for a marketing campaign. The way we process our payments is almost always on the go so its quick and we do not have time to input all customer information etc. However, we DO email and/or text receipts to customers. There must be a way to view the history of the emails and phones we sent them to however I just contacted support and they dont have an answer. I was told to post something here.

    1 vote

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  4. The auto pay experience is horrid!

    Make the "manage payment" link actually work. Send a receipt showing payment was made.

    1 vote

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  5. By digitalizing payment

    Hey everyone,
    How about Apple Pay? Many people use Apple phones and devices. What if we use this as a way of payment? Nowadays, some food chains are also accepting Apple Pay, such as Sonic Drive-in

    1 vote

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  6. Making Lotteries Global: Why Multi-Currency & Crypto Support Matter

    If you are involved in online lottery platforms, you’ve probably noticed players now expect more flexibility and convenience than ever. People want to play from anywhere and pay however they choose—whether that is with their local currency or with crypto like Bitcoin or USDT.

    That’s where modern lottery software steps up. It now features multi-currency and crypto support, giving players the freedom to transact quickly, securely, and across borders. This flexibility allows lottery operators to expand globally, reduce transaction costs, and build trust through transparent, blockchain-backed systems.

    Some advanced platforms even leverage smart contracts to automate draws and payouts, ensuring…

    1 vote

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  7. Importing Chart of Accounts Descriptions

    Please allow the ability for Accountants to import the Account Descriptions for each Account. This is imperative for all users who have access to post transactions to fully understand what the accounts should be used for. Manually adding descriptions for larger companies (50+ accounts) is a gross disservice of accountants' (and anyone's) time when this could be avoided by simply allowing an extra field in the Import process.

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  8. When there is a failed direct deposit show more details

    It would be helpful when there are direct deposit issues to have more transparency to best identify the issue and also to track money. Currently if thee is a direct deposit issue there is no way to verify account numbers and also no way to show if a payment has been processed elsewhere. I was informed nearly a week later that the deposit failed and when I contacted QBO, per their direction, I was informed that there was nothing I would be able to see about the failed deposit or returned funds (including in my bank account and QBO) until…

    1 vote

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  9. There should be the option to chose different A/R within the invoice form.

    There should be a dropdown menu to select the accounts receivable we want within the invoice form. Some companies manage more than one account receivable. Or some only have one, but with different subaccounts depending on the type of service, the client, etc. Today, a client told me they could do this in QBDT, but not here in QBO.

    1 vote

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    2 comments  ·  Form  ·  Admin →
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  10. Test

    This is a test

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. Sticky Note on customer Invoice

    I would like to request a feature that allows us to attach "sticky notes" to individual customer profiles.

    My goal is for these notes to be visible on the invoice page whenever I am inputting a new invoice for a particular customer. This would be incredibly helpful for quickly referencing important information such as pricing agreements, payment terms, delivery instructions, or any other relevant details specific to that customer.

    Having these notes automatically appear when I open a new invoice for a customer would streamline our workflow and ensure we have all necessary information at a glance.

    Thank you for…

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  12. I need a report that shows all customers who have not placed an order within a certain period of time,

    I need to be able to run a report that shows all my customers who have NOT placed an order within a certain period of time, determined by me.

    1 vote

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  13. Ability to change the default "Ship From" address for invoices

    I need to be able to change the default "Ship From" address on my invoices without changing it manually on every invoice or changing my overall company address. The majority of my invoices are not shipped from my main address, but rather my warehouse in another state. For this state this affects sales tax calculation. It is hard for my warehouse to remember to paste in their address as the "ship from" address on every invoice they create.

    1 vote

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  14. PO

    “Please allow customization of Purchase Order forms in Canada, including the ability to remove the ‘Approved by / Date’ line. It creates confusion and isn’t used in our workflow.”

    1 vote

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  15. Auto-save feature for invoices and estimates

    It would be amazingly awesome to have the ability to save invoice and estimates automatically. Currently if I'm working on entering data and lose Internet I lose all the data entered since the last time I hit the Save button. It really seems possible to add this feature without much hassle.

    1 vote

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  16. Better invoice template customization

    I like the way the modernized invoice design looks, but I need to be able to customize it. For example, I would like to have the option to rearrange the table columns, to rename the column category names, and have access to more font types and sizes.

    Ideally, we should be able to apply the modernized "style" to our invoices (which applies the layout, font, etc.) and still be able to customize our invoice template like any custom invoice template.

    At the least, the font, table style, and logo size/placement should be options for the users to apply to their…

    2 votes

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  17. Quickbooks not approved for Google advanced protection accounts

    To send invoices from Quickbooks, you can tie it into your Google account.
    However, if your google account is secured with the Advanced Protection Program, this will not work. This is due to the Intuit Quickbooks setup not being approved by Google.

    Please work with Google to enable the ability to send out invoices from more secured accounts.

    2 votes

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  18. Add Discount % and amount as line item on PDF Invoice

    It would be very useful for my invoices to have the line shown that has the discount percent, as well as discount amount listed after the sub-total. If my customer enters the items by line item, they have to guess the discount percent to make their numbers match, or I have to specifically state it somewhere. Please allow the option to turn on/off the line item on PDF invoices at the sub-total for discount percent. It already exists for discount amount, but not for percent.

    2 votes

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  19. I want to be able to edit the payment receipt email

    I would like to be able to edit the payment receipt form under custom form styles. Or it needs to say "find your payment receipt" not "find our payment receipt".

    1 vote

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  20. recurring loan transaction amortization schedule

    Allow recurring transactions to follow a preset amortization schedule so you don't have to manually adjust the principal and interest amounts each month.

    1 vote

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QuickBooks Invoice Payments Portal

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