Quicktasks

  1. Bills on mobile devices

    We need to be able to have the ability to pay bills from a mobile device .

    4 votes
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  2. Make customers' territories sticky.

    It would greatly help us to track sales representative's performance and payroll if we could assign clients to their territories and have those territories remain assigned to the client until/unless we change it. As is, every time we open a new invoice, the territory is pre-populated with the last territory we used for ANY client, not with the territory we last assigned that customer.

    4 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. 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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  5. allocation of supplier credit note

    Allocation of supplier credit note is too hard in QBO. Why you cannot make it simple rather than making 3 or 4 entries?

    3 votes
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  6. Allow duplicate customer or Supplier

    QBO Should allow duplicating the names across the supplier and customer. Because the customer can be your supplier or supplier can be your customer.

    3 votes
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  7. Open more customer service hours

    open more working hours for us companies who i am sure are more than you think that work different hours than 9-5.
    Thanks

    3 votes
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  8. how about a work order

    quickbooks is useless for running a small manufacturing company. Surely there has only been 10,000 requests about a work order function.

    3 votes
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  9. Budget vs Actual performance report that includes YTD like you had in the desktop version.

    That was the #1 report I pulled regularly. Our entire dashboard we present to our board of directors is built around that report. I think I have cobbled a way to create something similar but it requires me to pull multiple reports and piece them together. This is not ideal.

    3 votes
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  10. Allow Custom Forms to be assigned to a customer

    The current Custom forms requires us to pick the custom form for each account on each invoice - error prone. Allow us to assign a custom form to each supplier / customer. We can always override with customize option each time but this would eliminate many errors of omission in QBO.

    3 votes
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  11. Able to amend the bank reconciliation report after saved!!!

    Able to amend after a wrong bank reconciliation report saved.. is hard for user to undo all the reconcile for a month and do again.. what a waste of time

    3 votes
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  12. Add location tracking to transfers

    It would be helpful if, when using Location Tracking, we could add location info to transfers. (ie. Transfering funds from one location to another) This way the transfers can also be tracked in a Balance Sheet by Location report. Going the extra mile on this one would be including this option when entering transfers from the Bank Downloads screen.

    Currently the only option I have found is to enter a Journal Entry for this transfer, which is not the most intuitive to use for a lot of business owners.

    3 votes
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  13. Parent and Sub Accounts

    Allow Parent accounts to appear as inactive while its sub accounts remain active, but continue rolling up the sub accounts figures into the parent account for reporting features.

    3 votes
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  14. Please activate the enter key to move between fields. When ten keying it is much faster to use the same hand and press enter

    Please activate the enter key to move between fields. When ten keying it is much faster to use the same hand and press enter

    3 votes
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  15. Ability to open all transactions when matching not just those that come up that are equal to or less than the value.

    I have deposits that i am sometimes matching that include refunds so that I need the ability to match several transactions to the deposit that are both positive and negatives. Right now there is no way to bring up all the open transactions if the one or group of suggestions are not correct.

    3 votes
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  16. YES

    write a check!
    make a deposit!
    check register!
    vendor list!
    nothing on this quick task list right now is helpful!!!!!!

    3 votes
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  17. 3 votes
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  18. Add a column which shows transaction category in "VAT Detail Report"

    I would like to see column which shows me the category of each transaction listed in the "VAT Detail Report"

    2 votes
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  19. 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.

    2 votes
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  20. 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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