Custom Homepage

How can we improve the Homepage in QuickBooks Online?

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  1. Change of email address on parent accounts

    Apparently QBO made a system wide change where a change of email address to a parent account no longer flows through to the child accounts. This is a very inconvenient and frustrating change for those of us who send out 3,000 invoices!!

    2 votes
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  2. 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…

    2 votes
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  3. 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

    2 votes
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  4. 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.

    2 votes
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  5. Additional Information for Reminder's Email Message

    The reminder email message should able to auto showing the invoice due date and invoice amount. For example, the reminder below should able to show the amount automatically instead of manual edit from the email message.

    ==========
    This is an auto reminder that the following invoice is now overdue:

    Invoice No: [Invoice No.]
    Invoice Amount: [Invoice Amount]

    2 votes
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  6. 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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  7. 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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  8. employee time entry-assign to class

    ability to assign employee time to a class in the time entry screen

    2 votes
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  9. 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

    2 votes
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  10. 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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  11. Customising docs

    Use a customised invoice which does not show company address, however this is still visible on delivery notes and statements as print option defaults to master template and not our customised version. This cannot be adjusted in settings and cannot be changed, Doc design and print needs to be consistent

    2 votes
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  12. Net pay option in Payroll setup

    Currently, only gross amounts can be entered into payroll setup. Net pay is only allowed to 'Bonus Only'.

    I need an option to choose 'net pay' of a certain amount in the regular payment.

    2 votes
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  13. 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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  14. 2 votes
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  15. Customer Information for customer invoices and statements

    I need a price level in the payment and billing section and be able to have this as an option for the customer invoices and statements. Both these forms currently do not fit in the WINDOW ENVELOPE. They both must be able to customize like in quick book desktop.

    2 votes
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  16. Please add Canadian sales tax agencies to Quickbooks Online USA.

    Please add Canadian sales tax agencies to Quickbooks Online USA. Many US businesses are registered in Canada to charge, collect, report and remit on any sales we do there. The current work around of adding a special product is very clunky and manual. As the Quickbooks Canada already has this capability it should be a relatively easy additon to the US version to allow us to use QBO for the reporting and payments as well.

    1 vote
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  17. deposit portion

    I think it necessary to be able to see the split account deposit information on the paychecks - via viewmypaycheck

    1 vote
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  18. track inventory by serial number not just sku

    option to track inventory by serial number or have the option to add multiple serial numbers for the same SKU. For example, if I buy iPhone 8 that's just an SKU but if I buy 10 of those phone from 10 different location, I want to be able to keep track of each phone cost with the serial number but I want to be able to use the same SKU when I'm doing an invoice.

    1 vote
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  19. Ageing Reports - Tax amounts

    Aged Debtors/Creditors reports should be able to show the outstanding Tax/VAT amounts also for reconciling at the year end

    1 vote
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  20. 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.

    1 vote
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