Quicktasks

  1. 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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  2. 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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  3. khristinne@passionplanner.com

    Bulk delete transactions already in register.

    2 votes
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  4. Aggressive updates to bank rules

    These are all ways to improve bank rules.

    1. Please create new fields for customers/projects, and billability. this will allow auto-entry of transactions that are project-tracked
    2. Please expand the and/or options. Our choices shouldn't be any or all, but what if it is this or that plus something else. Zoho Inc, makers of Zoho CRM has this very well expanded out (unlimited amount) and they use a formula to track the statement. example, A) 1. If amount is greater than 26.22 and 2. if bank text contains HSBC or if desc equals CHASE, then the zoho crm formula would…

    2 votes
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  5. Auto Save

    Auto Save Please!

    I have lost so many hours of work because I step away for a while and come back to a sign-in screen and a lost document.

    There ought to be a "Public Computer" option to opt-in to this privacy/safety feature. I do 95% of my work in my home office with zero chance of unauthorized users.

    2 votes
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  6. 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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  7. Link on invoice to refund receipt

    It would be convenient to have a link / button on the invoice or sales receipt "Refund Order". This would link to a refund receipt that is pre-filled from data on the invoice.

    2 votes
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  8. Add W2 C capability to Annual Payroll Tax forms

    I had to do corrected W2's for 3 employees. I found instructions online for Quickbooks Pro. But not on Quickbooks Online. That feature is not available and would be nice if I should need it in the future.

    1 vote
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  9. soofung.hee@innovez-one.com

    QuickBooks Online version doesn't have a sales order. Appreciate your side can improve the software. Because QuickBooks desktop has the sales order to let us update purchase order received from the customer.

    2 votes
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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. 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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  12. 2 votes
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  13. 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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  14. Delete overdue tasks which have been done (ie Paid federal unemployment tax) but will not go away.

    Many people are having problems with overdue tax tasks. My unemployment tax was paid, then a double payroll was discovered and backed out. The lower unemployment tax is showing up as not being paid, however, when pick pay tax, it says it has been paid. Still showing up after 300+ day.

    2 votes
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  15. 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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  16. Automate Billable Default

    Please, please, please create some sort of shortcut or setting for a vendor to make it easier to make an item billable. When you are entering a long list of items for different projects from one vendor, it is a real pain to have to keep taking your hand off the keyboard and hit the mouse to click Billable. It would be nice to create a choice to make a vendor by default, billable for all new bills.

    1 vote
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  17. Allow sub-accounts to show in reports like Profit and Loss

    For the P&L report it show allow the choice of showing sub-accounts or, even better, of choosing individual accounts to show sub-accounts for. Otherwise the P&L is ridiculously general. Please, please work to make QB online less basic!

    1 vote
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  18. 1 vote
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  19. Bring Back the Sample Paycheck

    Until about a month ago, we could see an employee's Sample 40 hour Paycheck under Employee Details, and that tool is no longer available. Please bring it back.

    1 vote
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  20. 1 vote
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