Quicktasks

  1. yes

    I wish you would get rid of this if I can't customize it! It's screen clutter with useless shortcuts - i.e. estimates are not used by this company. If I could customize it for the few tasks used by this client, it would be terrific.

    2 votes
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  2. yes

    Write Checks and Run Favorite Reports (and selected Custom Reports).
    These should be there right up front for ease of use.

    1 vote
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  3. yes

    checks to print
    view reminders

    2 votes
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  4. Yes

    Payroll Verification

    1 vote
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  5. yes

    I just joined Online Pro and have to say there are some much needed short cuts to navigate through the site quickly. If I am in a customer account and want to go back to my main customer list, there should be a search or option to select to return you.

    1 vote
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  6. yes

    Create sales receipt in "quick tasks"

    1 vote
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  7. Yes

    Mile tracking

    1 vote
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  8. yes

    Can I add extra process before reciving payment?
    I need a process for
    Sent Invoice
    Paid Workers
    Paid

    I would greatly appreciate your help.

    1 vote
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  9. create a Vendor report by CLASS, this is really important to insure all is invoiced

    We should be able to run a report by CLASS in Vendors and Customers. I need to be able to ensure a power bill for a property is paid by the property owner. By attaching a class I later know who it was for, but I can't run a report CLASS by CLASS to make sure everyone is invoiced. This is very important and lacking in Quick Books.

    8 votes
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  10. yes

    customize what will print on estimates (have itemized amounts visable to me but customer only see total.)

    1 vote
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  11. yes

    payments, invoices, check, bill, pay bills, trial balance, open invoices, client balance, journal, profit & loss by client, vendors

    1 vote
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  12. yes

    Create Purchase Order

    2 votes
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  13. yes

    I want the invoice formats in Quickbooks desktop versions in the online version and to be able to go into changing for invoice format like I do in the desktop versions. Like change "ship to" to "job address" and uncheck the ship via, etc. boxes from appearing on the invoice. I want the Percentage billed prior, % complete and current billed invoice format as well as a standard professional format.

    1 vote
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  14. yes

    Quick Tasks

    1 vote
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  15. Yes,

    Where is mileage?!

    1 vote
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  16. yes

    Construction setup

    1 vote
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  17. yes

    create purchase order

    1 vote
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  18. Yes

    I need to be able to adjust how the estimate looks just as you can with an invoice.

    6 votes
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  19. yes

    mileage

    1 vote
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  20. no

    pay bills

    1 vote
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