Quicktasks

  1. Enter negative amounts in deposit split rules

    You can enter negative amount in a deposit split, manually, one by one. Allow for a negative amount when making a banking rule so this can be done automatically.

    1 vote
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  2. Permit no. field showing up on Expense and Bill Forms:

    PLEASE EXPAIN THE REASON FOR THIS FIELD AND HOW IT RELATES TO THE SALES TAX CENTER!!

    Help indicated we should not remove the field as it will effect Sales Tax Center.

    1 vote
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  3. Ability to enter markup on estimates.

    Need the ability to enter a markup for each line item on an estimate. This function is available in Desktop and is much need in QBO.

    1 vote
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  4. Send remittance advice directly from QuickBooks

    Add feature that would allow remittance advices to be sent directly from the QuickBooks interface. Also, consider ability to customise advice form.

    1 vote
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  5. Ability to add customers phone number to an invoice

    So currently I keep being told by QB to add customer phone numbers to the bottom of the address to get it to come out on the invoice - ridiculous suggestion which I am catagorically not doing for thousands of customer... I pay a subscription so I am certainly not doing extra work because they cant be bothered to add what is a simple, easy to implement feature. Never before have I received an invoice which doesnt have my phone number on it. Its costing me hours a month having to log in, search customer account, find phone number.

    This…

    1 vote
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  6. I need to be able to edit and change the PO template. I do not need nor want an authorization signature on the form.

    I need to be able to edit and change the PO template. I do not need nor want an authorization signature on the form.

    1 vote
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  7. Automatically print memo on bill pay checks or give option to print or not to print.

    Automatically print memo on bill pay checks or give option to print or not to print.

    1 vote
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  8. Search by customer address

    It would be very helpful to be able to search customers and vendors by address, phone number, or any other customer field for that matter. It doesn't make sense that this function is not available.

    1 vote
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  9. Add a NAME column on selected Projects

    Please add NAME as a column option under individually selected Projects. You can currently select extremely random things like Status to display, but can't tell what company/vendor/sub the transaction is for. I've attached a picture of how one of our Projects and its transactions display. It would be extremely helpful to look at this list and immediately see who the Purchase Orders are made out to, or which vendor the Bills and Vendor Credits are from, without manually opening every single one of them to find out.

    1 vote
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  10. add functionality to submit CIS suffered to HMRC through an EPS

    EPS can already be submitted to HMRC for other reasons using QB online. QB can run a report of CIS suffered but I have to use 3rd party software to submit a CIS suffered EPS to HMRC.

    1 vote
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  11. Spell Check

    Please enable a spell check feature when adding a note to an invoice is being emailed via QBO.

    1 vote
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  12. I have customers who get service every 2 weeks, but want to pay 1 time a month. I set up the recurring invoice but is confusing my customers

    I have customers who get service every 2 weeks, but want to pay 1 time a month. I set up the recurring invoice but is confusing my customers of what to pay. I feel if I could automatically send a statement with the 2 or 3 charges, depending on the weeks in a month, it would solve this confusion.

    2 votes
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  13. PAID Sales by Class detail/summary

    Option to filter out UNPAID invoices when running the sales by class detail/summary

    1 vote
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  14. Create project estimate to actual report

    Need to be able to report both summary and detail totals for estimated or budgeted costs to actual costs for a project or client. I currently have to run a profit and loss by client, export to excel, add a budget and difference column.

    Current estimate reports only show estimate to compared to client invoicing. Current budget reports only show totals for general ledger accounts, not details.

    My homebuilder client has many clients or projects, and needs to report actual costs against their budget line items in both summary and detail form. Exporting to Excel and creating additional manual entry…

    1 vote
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  15. Add the option to add custom fields to customers like there was in QB desktop

    In QB desktop you could add custom fields for customers, please add this in QBO!

    2 votes
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  16. add ageing columns to the a/r ageing detail report

    The A/R ageing summary has ageing columns by customer. It would be great if we could see this for each invoice on the ageing detail report.

    1 vote
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  17. Provide more options for custom user access

    We would like to have more options when setting up the custom user role. For example: access to Business report (P&L report, Balance sheet); permission to delete Customers and Products, etc... similar to the functionalities of QuickBooks Enterprise. Thank you.

    1 vote
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  18. Changing Customer Invoice / Delivery address

    Would be good if you could select the customer's address and name for a sub customer when invoicing for example:

    Customer A is parent of customer B

    Customer A name is Johns - Accounts Department
    Customer B name is Lorna - Purchasing Department

    If Customer B is selected the default address is

    Lorna - Purchasing Department
    Address Line 1
    Line 2,
    Line 3,

    Would be good to be able to choose Customer B but have a drop down to choose Customer A's address

    Example: 2 x Delayed charges set for Customer B:

    Create invoice for Customer B:

    Add delayed charges…

    1 vote
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  19. Mark invoice as sent

    We upload alot of our invoices to suppliers Payment systems, Would be good to be able to mark an invoice as sent, if the invoice is printed and posted or emailed outside of Quickbooks. Instead of having to email it to myself to mark it as sent.

    2 votes
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  20. Directly inquire clients about specific transactions through the bank matching screen

    It would be a nice feature to have the ability to inquire about certain transactions via email/comments directly through the Banking Matching dashboard. I often need to inquire about specific transactions with my client but this involves drafting a separate email or message outside of QBO.

    1 vote
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