QuickBooks Mobile Feedback Forum
1040 results found
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Cancel Modern View and make Classic View the default. The Modern View is a disaster!!!
Cancel Modern View and make Classic View the default
8 votes -
Custom Email Template
I would like to have the ability to create a custom email template. Under the "Custom Form Styles" I should be able to create a custom template for emailing invoices to customers.
This would allow me to use my branding and provide my customers a more personal touch. I don't like the big box in the middle of the email with the Quickbooks branding.
It doesn't add any value to me to advertise my accounting system to my customers. I would like to promote my own business.
27 votes -
turn off sales tax based on location feature
Allow users to disable the "based on location" sales tax feature.
18 votes -
Need more customization options for new invoice format
I've seen several forum posts about issues with invoice formatting, some aesthetic and some more function based. So I'd say overall, there just needs to be a better way for each company to build it's own invoice format.
For us, we wish that there were more design options, and we really wish that we could remove the "Ways to pay" graphic with the credit card icons. For us it feels unprofessional and gimmicky. The default email message also felt super gimmicky. Using a subject line with the phrase "new payment request from ___" makes is sound like a phishing scam.
5 votes -
Flat Rate
AS of today, when I go to create and Invoice or Estimate, after selecting the correct "Product or service" option from that dropdown, I always go next to "Unit" and select between three options of "Units", "Hours" or "Flat Rate". When I started making Invoices today, the "Flat Rate" option all of a sudden has vanished and I am only able to choose from "Units" or "Hours" which will not be acceptable for Flat Rated items. The current invoice format wouldn't be accepted by payment processing by our primary corporate partner and that is a massive issue for my company.
6 votes -
Allow transaction field "description" to be displayed.
Allow the transaction field "description" to be displayed in reports. Right now, only the "Memo" field is included as a similar choice. Most users will input info in the line field "description" rather than scroll to the little box for Memo at the bottom. This saves them lots of time, and so for me would be more of a useable source for customized reports. I ran into this specifically while customizing a report of bills by selected vendors.
8 votes -
Add tab for collection notes under Customers
I need functionality for collection notes like there is in desktop. A different tab and ability to enter notes with an automatic date stamp. The notes options in QB Online are completely insufficient and clutter up the main customer view!
7 votes -
Blacklist certain customers from auto invoice reminders
Please allow us to blacklist certain customers so that they don't receive automatic invoice renewals. Not all of our customers appreciate the automatic renewals, especially when there are substantial completion holdbacks.
6 votes -
Ability to add Bookmarks in the web version. Currently, you can't add any sub categories such as Reoccurring Transactions".
Ability to add Bookmarks in the web version. Currently, you can't add any sub categories such as "Reoccurring Transactions". This option is available in the App version, but not in the web version. In the App it is called adding a "Shortcut"
1 vote -
Report for outstanding invoices that have not been viewed
I would like to be able to create a custom report that will show outstanding invoices that have not been viewed by the customer. This would be a less time consuming way to check customer contact info to be sure the correct email is associated with the customer account rather than clicking through every outstanding invoice to see if it's been viewed or not.
2 votes -
Allow signature capture on custom invoice templates
Currently users are able to capture a digital signature on invoices using the mobile app. However this feature is only available using the default invoice style and template.
Upgrading the software to allow for this same feature using custom invoice templates allows users to track receipt of product or services while also keeping a strong brand image with invoicing.2 votes -
Please add Vendors open balance by class and I had this reports in QB desktop but not in Online one.
Please add Vendors open balance by class and I had this reports in QB desktop but not in Online one.
2 votes -
Want to Know How To Send A Mass Email From QuickBooks?
Sending a mass email from QuickBooks allows you to quickly email groups of contacts, customers, or vendors directly from within your QuickBooks Desktop or Online account. This saves time over emailing each one individually.
Causes
To send promotions or announcements to customers and contacts
To email invoices, statements, or other documents to multiple recipients
To communicate important business updates to your contact list
To save time over sending individual emails to each recipient
To correspond with customers, vendors, or employees en masseSolution Methods
To send a mass email from QuickBooks:
Create a group or select existing contacts to email…
2 votes -
RETRACT an inadvertent mistakenly sent invoice tab
RETRACT an inadvertent mistakenly sent invoice tab
2 votes -
Unable to Add Users with existing email link, preventing user setup in QBOnline
When setting up a new user in QBOnline, the email link provided is much too long to use and even when all firewalls and security protections are removed, we get "proofpoint" error messages. In turn we are now down until we can get our users into the system, as we cannot operate without them.
1 vote -
Purchase Order Authorisation
Other software have option to initiate purchase order which get authorised first before sent to suppliers, can we have this option in QB too plz?
3 votes -
Data leakage in Time Tracking
Time Tracking Only Users and any user with the ability to use time tracking can view everyone's reports. The report data shows all users, ACTIVITY DATE, CUSTOMER, PRODUCT/SERVICE, MEMO/DESCRIPTION, DURATION BILLABLE.
Either set permissions for what a user can view in the Report or have the option to disable the Reports button.
3 votes -
Add image or product image inside the ESTIMATES rather than attaching it
It would be hard if its not inside the ESTIMATES other clients still need to ask which is which. You should come up with an idea where you can upload the product image directly to the estimates not as attachments
1 vote -
Quickbook new layout
My QuickBooks had automatically changed to the old layout and can't change back to the "new layout" please help change to the new layout.
Can't find the "try new layout" button. Is there any way to change back to it. Thank you!3 votes -
Estimate Report that Provides Progress Billing Unbilled amounts per Client/Job
Provide a report that summarizes open Estimates per Client/Job for the billed to-date and unbilled dollar amounts.
4 votes
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