Custom Homepage

How can we improve the Homepage in QuickBooks Online?

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  1. 24 votes
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  2. Statements and credit notes need to be able to be customised like invoices

    As part of a suite of standard forms used by the company - Customer statements and credit notes all need to be able to be customised and formatted in Quickbook labs like the invoices and estimates are

    Statements and credit notes are sent externally outside the business and therefore there needs to be a uniform format used

    22 votes
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  3. markup on estimates

    Hi
    I need to add markups to all my quotes/estimates please.

    12 votes
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  4. Need a customizable Dashboard! I want to see my latest invoices at the top!

    PLEASE develop a customizable Dashboard. I hate the new display, and need to have my latest invoices readily available.

    7 votes
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  5. How do we customize the customer statements

    I need an area I can input notes at the bottom like in quick books desktop. I need Account Number area, Customer Price Level added and IT MUST FIT IN THE WINDOW ENVELOPE. See attached on an actual customer (me). What is available is not very good for us and our customers.

    7 votes
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  6. Need to be able to record incoming invoices and Bill's on the mobile app

    Need to be able to record incoming invoices and Bill's on the mobile app, and attached a picture or PDF

    6 votes
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  7. Customisable Remittance Advice

    The remittance advice would be good to be customisable to take off the meaningless signature for example when emailing.

    Also the same ability to choose the similar items as on the Invoices.

    6 votes
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  8. "Batch Enter Transactions" form feature (as available in desktop Accountant version) is not available in the new QuickBooks Online version

    "Batch Enter Transactions" form feature (as available in desktop Accountant version) is not available in the new QuickBooks Online version

    5 votes
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  9. Ability to print envelopes would be a big help

    Ability to print envelopes would be a big help

    5 votes
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  10. Purchase Order customization

    It will be better if purchase order form can customize with approval levels.

    4 votes
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  11. Enable abiltity to inactivate mulitple vendors at one time

    It is very time consuming to inactivate one vendor at a time. When we converted from desktop to online, the program brought a bunch of old vendors from back to 2001. It will take days to inactivate these for all 3 of my companies. So disappointed.

    4 votes
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  12. Provide the same excellent functionality to calculate holiday allowance for hourly paid workers from hours worked & record holidays taken

    Provide the same excellent functionality to calculate holiday allowance for hourly paid workers from hours worked & record holidays taken and then present to employees number of holiday hours still available.
    Desktop has done this for years.
    I constructed an Excel spreadsheet to do this in 85 seconds.
    I first requested this 3 yrs ago. I AM VERY ANGRY THAT QB REFUSE TO LISTEN. It would take a few lines of code to do this. I am not migrating to payroll because of this.

    3 votes
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  13. report customization

    We should be able to add columns/fields to the reports which allow for formulas, or at least sorting of those fields. We use a deadline of 10 business days after the approval date of an estimate, and we currently have to export the report into excel to be able to manually calculate the "due date". This should be extremely easy to create in the reports instead.

    3 votes
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  14. change email address for invoices

    I need to be able to change the email address to my personal one when sending out invoices through Quickbooks Online rather than the default quickbooks@notification.intuit.com. the problem is when sending from the quickbooks default email it gets stuck in clients' spam filters on a regular basis. if I could send it from my individual address this would stop

    3 votes
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  15. Gross Margin & Percentage

    I would like to customize Sales by Product/Service Summary report to have a total the gross margin & Gross margin Percentage.

    3 votes
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  16. decimals

    Notwithstanding the global choice of showing numbers in two decimal points (consistent with currency, i.e. 100 pennies to the pound), invoices can result in implied Rate figures in many more decimals which is somewhat odd. Therefore, i would suggest allowing an option when an invoice is issued (i.e. printed or sent / emailed) to have the Rate figure rounded to 2 decimals. That way, the system can hold figures in their exact nature as it does now, but the user can have the choice of what their customer is shown. This solution would not affect the Amount because that is…

    3 votes
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  17. How hard would it be to add auto save to your estimate page. 2nd time I have lost all my work. BS.

    Add auto save to your software. 2nd time I have lost all my work

    3 votes
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  18. Price markup

    You can't create a markup for an invoice that you have quoted to a customer already and said customer has given you a PO. Markup feature needs to be able to be activated for creating quotes.

    Unless this is now a feature I am unaware of, I am only going by what I have found on the internet about not being able to use the markup feature creating quotes

    3 votes
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  19. It would help to see gross profit margin / profit while entering quotes versus having to run a report and then go back to edit your quote

    At the bottom of the page where the quote has total sales, it would be nice to see the gross margin of the entire order. This way adjustments can be made without having to run separate reports

    3 votes
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  20. How about good customer service?

    You should train your customer service reps. I had a bad experience and after more than an hour they were not able to help. They promised to follow up and they never did.
    The lady was rude, background was loud, she had to consul with others every five minutes, made print 20 pages during the process, called me a liar and then blamed me the customer for not being able to solve the problem.
    (I’m a computer engineer that works in software support. I’m pretty sure i knew more than her. I asked if she was recording because I wanted…

    3 votes
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