Quicktasks

  1. 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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  2. 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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  3. 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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  4. Custom field limitation

    Can the limitation on custom character fields be increased to 300? The current limitation of 30 characters is not sufficient for our business need. Thank you.

    1 vote
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  5. 1 vote
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  6. Warning when adding Expense to a Customer

    Can you add a popup question like "Are you sure you want to add an Expense to a Customer?" The reason being, when importing transactions from the bank that were not entered prior to the import, you have an option to Add, if there isn't a transaction to Match. If you Add the transaction to a Customer with a similar name to the Vendor it should have been Added to, the transaction doesn't show anywhere except the list of Expenses. If you search for the transaction in the list of transaction from the Vendor's page, it won't be there. It…

    1 vote
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  7. Would you be able to add Purchasing information on Quickbooks as a search criteria

    I have entered our Product codes in Purchasing information on Quickbooks in Products and Services. Please could you add Purchasing Information as a search criteria, this will make things easier for our staff to search via product code?

    1 vote
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  8. Eliminate Save Yes or No, if just saved or if changes were made!!!

    Having a popup asking to save yes or no when no changes have been made or if you hit save just before exiting is redundant. If it was added as a "safety feature", it makes sense if changes have been made since the last save, but not every time you exit an invoice. This should be a fix rather than simply a feature request.

    1 vote
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  9. Default to last sort method

    Having changed he sorting direction to from oldest appearing first to newest at the end of the list of invoices, may have a certain logic to it, but not practical for everyone. For us, having the most recent appear first makes more sense. We are far more likely to want to access recent invoices, than one that was created and paid 3 years ago.

    Why can't you have the last sorting method, "remembered", when you go back into QB? Whether that was by invoice number, type of trans action or whatnot.

    Another way of appeasing the majority of people, would…

    1 vote
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  10. Quick View Feature for Invoices

    Please consider adding a quick way to view some content of invoices, by hovering or clicking on a more button , similar to the feature in Delayed Charge list, in the fly away menu.

    The Reason, is because when hunting for a particular invoice for a customer, who has multiple invoices, all the same amount, all on the same day, opening each to read the description or memo, far more time consuming than if you could just see the detail for a single field, rather than having to wait for each invoice to open until you find the one you…

    1 vote
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  11. Fly-out list of "Delayed Invoices" "More" button Filters are needed

    I just noticed the "Delayed Charge" feature. Yeah! This will solve an issue we've been having, converting from invoicing in arrears to invoicing in advance. Since the sales department is also having to convert old customers and selling the new way of billing to new customers. It is very difficult to keep straight who to pre-bill and who to bill in arrears.

    The fly out menu will solve a host of issues we've been having. Although one little tweak would be a fantastic improvement to us. When the fly out is presented, currently it shows the product code, which in…

    1 vote
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  12. Transaction summary by donor

    I want to be able print off the donor summary or trifold paper provided by Quickbooks and shove into a Quickbooks envelope-with address showing clearly in the window screen! I have Quickbooks envelopes and I can’t the mailing addresses to line up correctly.

    1 vote
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  13. Allow Filter by Customer Type in the Transaction Detail by Account report.

    I love the Customer Type feature but the uses are limited. It would be awesome if we could filter by Customer Type in the Transaction Detail by Account report

    1 vote
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  14. historical recurring invoicing

    Today is May 20, 2019
    I have to enter 300 invoices for 5 months because I don't have the ability to enter the January invoice and set it recurring from that date forward
    The ability to go back and set recurring invoices is a feature I really need to be able to do

    1 vote
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  15. Being able to filter budgets by both Month (or other interval) and

    Being able to filter budgets by both Month (or other interval) and the designated class would be very useful.

    I've discovered that even though I have chosen to create a budget that is filtered by month, and for a specific class, I am still having to go and customise the Budget VS Actuals report, as you cannot display it by month and for one single class - it's one or the other.

    If you could please make it so that we are not having to duplicate the work in being able to view the Budgets we've created without having to…

    1 vote
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  16. 1 vote
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  17. Add tax id to tax liability report

    It is important to add tax id to tax liability report.

    1 vote
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  18. create a budget vs actual vs prior year income statement

    Have a column for each: current year, budget and prior year for the income statement.

    1 vote
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  19. Allow multiple AR accounts!

    Need to track AR by Tuition, Annual Giving, After Care, Auction, etc.

    2 votes
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  20. create a way of accounting for UK Corporation Tax and filing a return to Companies House

    It seems sensible to have a feature to account for UK Corporation Tax enabling the correct calculation based on current accounting practices and to create a report that shows what needs to be entered in the annual Companies House submission

    12 votes
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