Custom Homepage

How can we improve the Homepage in QuickBooks Online?

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  1. 17 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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      • 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.

        6 votes
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        • 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.

          5 votes
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          • "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

            4 votes
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            • Ability to print envelopes would be a big help

              Ability to print envelopes would be a big help

              4 votes
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              • 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.

                4 votes
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                • 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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                  • 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 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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                      • It would be helpful to have customization access to the accounts feeding to the Profit/Loss number on the dashboard.dashboard screen.

                        Some of our G/L accounts are designated accounts and as such are not a true representation of the nonprofit's true profit/loss in a given time period. It would be helpful to be able to customize which accounts are reflected in this report.

                        3 votes
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                        • Account numbers on financial statements

                          When using account numbers in QBO, the numbers print on the balance sheet and income statement. For a more professional looking statement, the numbers should not print.

                          3 votes
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                          • 3 votes
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                            • 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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                              • 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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                                • 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

                                  2 votes
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                                  • Easy switch between accounts

                                    I have 2 businesses and soon to be a 3rd that I use QuickBooks for and there is nothing more frustrating that having to log out and enter my other login details all the time to quickly check my other account.

                                    A simple ‘switch account’ tab for those with multiple accounts would be perfect now on app and online.

                                    2 votes
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                                    • p11ds

                                      The charge for the use of integrated payroll in Quickbooks is expensive at £1 an employee -especially as their is no integrated functionality to carry out P11D reporting which is an annual requirement

                                      Moneysoft is a similar online payroll package costing £136 annually for up to 100 employees and offers this

                                      My payroll of 32 a month - is costing the company £32 pm - £384 annually - more than double

                                      P11D functionality as part of the annual payroll process should be included in the software

                                      2 votes
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                                      • 2 votes
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                                        • support arabic

                                          in screen and window for desktop version

                                          2 votes
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