Custom Homepage

  1. 26 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

    25 votes
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  3. markup on estimates

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

    20 votes
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  4. Purchase Order customization

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

    14 votes
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  5. 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

    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. 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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  9. 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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  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.

    6 votes
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  11. 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!

    6 votes
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  12. 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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  13. 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.

    5 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

    5 votes
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  15. 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…

    5 votes
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  16. "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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  17. Ability to print envelopes would be a big help

    Ability to print envelopes would be a big help

    5 votes
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  18. 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.

    4 votes
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  19. A field on purchase order for the person creating the po

    On the work order there is a "rep" field which lists those that start the work order. This needs to be carried over on the purchase order as well.

    4 votes
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  20. We need to be able to customize the packing list

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

    4 votes
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Custom Homepage

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