Quicktasks

  1. Be able to run a Budget to Actual report by class AND location.

    I found where to run a budget to actual by location OR class but I need a report that shows both. For instance I have 4 car dealerships that each have sales, service and parts. I need the ability to do a budget to actual for parts (class) for store #1 (location).

    4 votes
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  2. Open Balance feature on each customer or vendor page

    Please add an "Open Balance" button/link on each customer or vendor page. I used this feature daily in QB Enterprise & QB Desktop Pro for 8 years as a bookeeper. While on the vendor or customer page, I clicked the "Open Balance" link in the upper right section and a quick report popped up showing unpaid invoices (or bills) AND unapplied payments for that particular vendor/customer. It was a highly valuable feature for current status and to help find issues with unapplied payments.

    2 votes
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  3. Electronic Signatures

    It would be great to be able to integrate a electronic signature to the estimates. (Like DocuSign) to show our customers are agreeing to the estimates emailed.

    3 votes
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  4. There should be a way to export the templates to an excel file showing all the details for review and checking. As it is you have to edit e

    There should be a way to export the templates to an excel file showing all the details for review and checking. As it is you have to edit each individual entry to see if all settings are correct.

    1 vote
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  5. Update Customer by Territory, not just individual invoices

    I would be amazingly helpful if we could update a Customer record with the territory tag and it would update all previous invoices. The way it's set up now, it's a waste of time to go backwards to update customer's paid invoices, so we will not be able to see reports by Territory until new invoices are added.

    Why did QBO get rid of the Sales Rep field?!?! Definitely complicates things and is interrupting reporting!

    2 votes
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  6. why name is now shown in the report?

    why the name is now shown in the report? see the attachment for the reference

    1 vote
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  7. Please remove the box with "Permit No" on my bills. I don't need this listed and would like to have an option to turn it off.

    Please remove the box with "Permit No" on my bills. I don't need this listed and would like to have an option to turn it off.

    2 votes
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  8. remove permit number

    I have no clue as to why there is a new part to the the expenses called permit number...Please allow us turn this feature off. i do not need to list a permit # (sales tax#) on any of my expenses i am exempt. this is rather frustrating too have you just add what ever you want to my expenses with no option to turn it off.

    5 votes
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  9. Auto-Save Bank Feed Transactions

    It would be great to have the ability to have auto-save for bank feed transactions as they currently don't save until you hit "Add" or "Match". If you try to resort the transactions after making changes without hitting those options, then you lose all changes, which is very tedious.

    1 vote
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  10. Line Items Numbers on Purchase Orders

    Need to be able to see/print line item numbers on PO and edit the format of the PO

    1 vote
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  11. Make old closed bank l accounts INACTIVE.

    Make old closed or zero balance bank accounts completely inactive, do not let transactions post to a bank account that’s inactive. Once you choose to make an account(any type of account or item) inactive, then do NOT let that account be used. I closed my bank account and started a new one, I even set up my new account for federal tax payments and QB online keeps posting them to my closed account, I have to manually change it over every time.

    3 votes
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  12. When viewing deposits, invoices, estimates, and customer payments install a PREVIOUS button to click just like in the desktop version.

    Install a PREVIOUS button when veiwing Estimates, Invoices, customer payments, and deposits just like the desktop version. So people can look back at transactions in chronological order.

    2 votes
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  13. Customisable Supplier Remittance Advice

    A customisable remittance advice for Suppliers, similar to a statement, particularly interested for rental management company, showing landlords their rental payment received less the management fee. Example attached.

    1 vote
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  14. Signature on checks

    Why can't I add my signature to checks when printed? I need this back after getting used to it in the desktop QB

    8 votes
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  15. Create a Time to Pay report

    How many days does it take a specific customer to pay? What's the average time to pay in days for all invoices sent this month? WE DON'T KNOW! Please offer a Time to Pay REPORT that generates a "days to pay" within a given date range, for all clients or a specific client. We're changing our collections processes, and we have no measurable way to see if our changes are making a difference.

    2 votes
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  16. allow invoices to add sales representatives...

    By allowing a feature for sales reps it will allow me to quickly calculate commissions

    5 votes
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  17. Change a mass amount of transactions that were entered as "Bills" to "Expenses"

    Previous bookkeepers were entering expenses and checks as bills. Therefore quickbooks online is showing that these expenses are due. I have two years of expenses/checks that were entered incorrectly as bills.

    2 votes
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  18. Can we please have the ability to sort rules

    Can we please have the ability to sort or export rules. As the list of rules grows there needs to be someway of sorting these for ease of editing or just seeing what you have already set up. Small variations lead to the setting up of new rules when a small tweek to the existing rule would encompass this. It would also be good to have the ability to attach something to a rule, such as a finance agreement.

    4 votes
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  19. Ability to add e-mail and address to the Income by Donor Summary Report

    I would love the ability to run the Income by Donor Summary Report but also have the option to add columns for e-mail and address.

    1 vote
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  20. Be able to initiate receiving your chat by email instead of a print option only.

    Be able to initiate receiving your chat by email instead of a print option only.

    1 vote
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