QuickBooks Mobile Feedback Forum
900 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
16 votes -
RETURN THE EMAIL SENT AND VIEWED INFO AT THE BOTTOM OF EACH INVOICE!!!
When I am reviewing the AR report it is ESSENTIAL that I see when the invoice was sent and viewed!!! Once in a while the techs will forget to send them and it is IMPERATIVE that I know if the customer has received the invoice and viewed it... sometimes the CUSTOMER may forget to make the payment and the email messages I send reflect all of that!!! PLEASE PUT IT BACK!! I'm sure that there are great ideas that you are implementing, but this saves SO MUCH TIME for us and saves us calling the customer to see if they've…
5 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.
29 votes -
turn off sales tax based on location feature
Allow users to disable the "based on location" sales tax feature.
20 votes -
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.
5 votes -
3 votes
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Customer Refund
Customer refund that posts to the customer list as a positive number to offset the Payments. Also posts as a debit to undeposited funds.
2 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.
6 votes -
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history
View employee's pay rate history
2 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
2 votes -
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1 vote -
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1 vote -
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 -
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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 -
Import Journal Entries in to Quickbooks online
Hello,
I use the journal import feature in QuickBooks desktop but I have moved onto QuickBooks online now and I will love to import my journal entries just as before.3 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 -
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!4 votes
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