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  1. 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

    27 votes
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  2. 27 votes
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  3. markup on estimates

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

    22 votes
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  4. 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

    9 votes
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  5. Quotes need to be able to reflect multiple(staged) payments and link into multiple invoices. Date driven and/or milestone driven.

    We need to be able to create quotes with flexible payment terms. Examples are: 50% down, 25% in 45 days, remaining 25% in 90 days. Or, 25% down, 15% upon completion of Milestone #1; 25% upon completion of Milestone #2; 35% upon completion of Milestone #3 (Net terms applied to the invoicing of each payment event).
    The payment schedule needs to port over to the invoicing.

    8 votes
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  6. 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.

    8 votes
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  7. 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.

    8 votes
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  8. Customize Customer Statements

    I would like to have the ability to customize customer statements. The way it is set up now, a new Statement Number is issued everytime I preview a statement. I would prefer to not have a statement number or have the option to customize it.

    7 votes
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  9. Include a reference number for projects (in addition to a project name)

    Having a reference number for projects is really helpful for identifying the job within big organisations that I invoice. The project name is often my own code-name to identify a project, but an additional ID (or purchase order no.) would be very helpful.
    The ability to include this reference on invoices is good for allowing the finance / billing department to identify the budget to pay the invoice from, and also to allow for personal details to be excluded from the invoice (I produce reports on individuals)

    7 votes
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  10. 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.

    7 votes
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  11. 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

    7 votes
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  12. Project Tracking Due Date

    Feedback

    So I was chatting with Richelle Ann B and she told me to make my suggestions here. In the "projects" section. Have the ability to set a project due date with reminders / alerts would keep me from looking for a different application that does everything I need it to do. I love the new QBO, however I live in a world of 3-5 day deadlines and not having an alert system in the project software makes no sense. Anyway to add this, maybe with a calendar feature? Yes I can imagine this is a programming challenge, other companies…

    7 votes
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  13. Allow projects customer to change and be relinked to another customer

    Currently once we assign a project to a customer, qbo creates the project as a subcustomer of said customer and locks this project to said customer. I need the ability to change who the project is a subcustomer of. This is extremely important because sometimes we find out after the fact that the project needs to be billed to a different from customer yet our po's for our materials or subcontractors are already assigned to the job. Please fix this ability asap!

    7 votes
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  14. 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

    7 votes
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  15. Trial Balance by Class

    We have hundreds of clients who use classes. We would like the option to be able to print a "trial balance by class report." This would help us be able to import into CaseWare at year-end time more efficiently.

    6 votes
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  16. We need to be able to customize the packing list

    Need to change the column around and be able to delete and add columns.

    6 votes
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  17. Mileage Tracker

    I need to have a mileage tracker that allows me to keep a log that says who I saw, when I saw them, where I saw them and what was discussed, not to mention the mileage from the office to the client's location. This is essential from a compliance stand point as well as evidence if you are audited by the IRS

    6 votes
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  18. 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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  19. Be able to edit user access Rights in more detail

    Add another option to allow licence holders to change the access rights of each user in more detail on a user by user, programme by programme if required for some users

    For example - remove the ability for one user to access the bank accounts but keep the access to adjust stock levels, run P&L reports, add Class lists etc

    5 votes
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  20. Project name on Quotes, Invoices, & Purchase orders

    Having projects is great, but when we have multiple projects for the same client - sending invoices and quotes can get confusing as they do not automatically print the project name onto the documents. Yes - I know you can manually write it in, but this can create inconsistencies and errors which do not look professional.

    5 votes
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