Custom Homepage

How can we improve the Homepage in QuickBooks Online?

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  1. markup on estimates

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

    3 votes
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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • 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

      2 votes
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        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
      • 1 vote
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        • Custom Report Fields 'Delivery Date' and Reporting on them.

          We have added a custom field to our Purchase Orders (PO's) titled 'Delivery Date' quite important for use in manufacturing etc to know materials are arriving to check when they are overdue etc.
          However you cant create a filter on the custom field 'DELIVERY DATE' on the 'OPEN PURCHASE ORDER DETAIL' report or any other for that mater. This would be really useful to me and i'm sure others, to quickly check on the status of Multiple open PO's.
          Lets get this voted for please and added to the system, shame it needs this process and not just a default…

          2 votes
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          • 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

            13 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • 17 votes
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              • Ref No. not shown in the deposit column of the Bank reconciliation report

                Hi,
                How can see the Ref. no. in the reconciliation report? see the reference.
                thank you

                1 vote
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                • donor column in the expense voucher

                  Hi,
                  How can we add the donor column in the expense voucher? I would be happy if you have adding field in the voucher.
                  see the reference

                  1 vote
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                  • Can you guys please add a dashboard which can be companies life time profit and loss? Like on every dashboard there should be an option to p

                    Can you guys please add a dashboard which can be companies life time profit and loss? Like on every dashboard there should be an option to pull up the data of companies life time sales, expenses and profit and loss. thanks

                    1 vote
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                    • We ABSOLUTELY NEED TO SEE ALL SALES

                      We need to see all sales listed in Sales GL on the sales dashboard not just the invoiced sales!!! This is a deal breaker for so many of us importing GL sales information

                      1 vote
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                      • sarahsbookkeeping1@outlook.com

                        I am currently using Paysuite, after switching one of my customers over from Desktop QB. I've been told I cannot track holiday entitlement and allowances on paysuite, and i used to be able to break down a persons wages into the various jobs they did for us. This is a cleaning company where the clean works for more than one customer and I need to be able to see which customer is making or losing us money, and in order to do that i need the wages broken down per customer

                        1 vote
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                        • Delivery Note Printing in QuickBooks App

                          QuickBooks App doesn't print off delivery notes! It is very unhelpful to not be able to do this when you are using the App on your mobile or iPad.

                          1 vote
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                          • Ability to batch process invoice payments made on the same date.

                            Company sales records held on different platforms. Import using csv spreadsheets. Numerous sales invoices with payments on same date. Need a batch payment processing function to clear invoices rather than having to individually process each one. This function is important because Making Tax Digital regulations from April 2019 require a digital link to full sales records. Failure to provide may lead users to look for other bridging software.

                            1 vote
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                            • 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

                              1 vote
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                              • Hierarchial view for COA

                                A hierarchial view option should be in the COA. I think most people would prefer this as the default.

                                1 vote
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                                • 1 vote
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                                  • Estimates & Progress Invoicing Summary by Customer Report filter by status

                                    It would be nice if the "Estimates & Progress Invoicing Summary by Customer Report" had an option to filter by Estimate's status. Currently this report only has a filter by Client option. I want to hide the closed/rejected estimates (like you can in the Estimate by Client report) but still be able to see the remaining balance on the Estimate (which you cannot do on the Estimate by Client Report).

                                    1 vote
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                                    • Favorites Area on the Sidebar

                                      Please add a customizable favorites shortcut area to the sidebar. I work with several registers all the time and it would be much faster to switch back and forth if I could add a register shortcut button to the sidebar for each of my favorite registers. This would also be a great place to add some reports I use regularly.

                                      1 vote
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                                      • Reconcile

                                        You should be able to reconcile bank accounts on the mobile app for Android tablet

                                        1 vote
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                                        • My Dashboard cleared my tasks, though they were not completed. Fix if possible!

                                          Hey... I was sent here by customer service chat, for some reason. I've missed an IRS deadline due to the fact that my Dashboard had cleared my tasks, even though the tasks had not been completed. In fact, my real concern is that I had submitted the task to be complete ( for me, this was authorizing Quickbooks to send my W2 Form As to the SSA ) and this did NOT happen. The prompt was cleared, however. If there was a sort of software failsafe, or recheck on some of the more vital annual tax forms... that would be…

                                          1 vote
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