QuickBooks Mobile Feedback Forum
777 results found
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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.
14 votes -
turn off sales tax based on location feature
Allow users to disable the "based on location" sales tax feature.
8 votes -
Sales Tax Liability Report on Mobile
WWould be great to have the option to have access to the Sales Tax liability report on mobile.
15 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.
2 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!
3 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.
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.
2 votes -
QBO Slow to Respond - Site Lags
Good Afternoon,
I'm here to complain about the lagging and time it takes to do simple tasks in QBO. My billing process takes a lot longer than it should because of the lag I experience when trying to create an invoice. My monthly subscription cost keeps going up, but this site keeps slowing down. I've visited other sites just to make sure it's not my computer or internet connection, and everything else seems to work fine except QBO.
I tried to voice my concern through the online chat and the rep I spoke to directed me to this feedback forum.…
2 votes -
Customers & Leads page change
Earlier today you changed the Customers & Leads page. Please put it back to the way it was as it really worked well for what I need to do.
I cannot view sub accounts of my customers.1 vote -
Invoice Template
Can we add extra columns in Table Content in Invoice Template ?
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.
2 votes -
QBO Sku print on PO
It seems a little strange that you can have the SKU show on the screen but it does not show on the copy of the PO you save or send to your vendor. Surely this would be easy to set up?
I know I can copy it into the description field but why should I have to?
4 votes -
How to Fix QuickBooks Error 9999
QuickBooks Error code 9999 is a Script Error that occurs while creating a bank connection after an update. In this article, we will show you a step-by-step method to get this script error 9999 resolved. Follow the complete article for detailed troubleshooting instructions.
1 vote -
Added notes for customer profile on sales receipt
We would like the option to - when you are ringing up a customer and put their name into the drop bar, to have a note section appear with any notes regarding this customers profile. ie. open invoices, notes on special orders, or other notes we can put in manually. A section that only we can see that the customer wont when we print their receipt. This would be very helpful. Rather than having to open each customers account to see the notes, it would appear for us to see after their name has been added to the sales receipt.
2 votes -
Combine projects
If would be great if we could combine projects when I find that two have been created for the same job. We can't job cost with this error.
2 votes -
Project # to auto populate in ascending order as new projects are created
There needs to be a way that a project # is auto assigned to a project when it is created just like it does for an estimate or Invoice. The numbers would ascend as new projects are created.
2 votes -
Automatic Invoice Reminders - Allow to create more than 3
More than 80% of our invoices are paid late and sometimes we have to send up to 10 reminders over the course of 3-4 months to get paid.
So, 3 automatic invoice reminders aren’t gonna get the job done and I will have to send the remaining 7 reminders manually. We currently use Xero and they allow 5 automatic reminders, but we consider switching to QuickBooks because it integrates with our CRM system.
Please QuickBooks increase the number of automatic invoice reminders up to 10.2 votes -
Need ablility to turn off "automatic calculation" of sales tax in QBO. This is an
QBO needs to allow for 3 decimal points on tax rates for imported invoices and /or the ability to turn off "Automatic calculation" for sales tax. When importing from Connectwise the iif export file is correct, but upon import, QBO overrides the custom tax rate set for the client in both systems and goes to Automatic Calculation, and rounds the tax rate up. The rate should be 5.185 and on import it makes it 5.19
Even with a custom rate set against the client, that rate isn't being honored on imported invoices. If I create an invoice directly from QBO,…3 votes -
Add a PPrice Column in the estimate/invoice that only the business owner can see
I just moved over from using the QuickBooks 2014. Much to my surprise I have been using a feature that is critial to my business that you don't have in your cloud version. I have been using a PPrice (Purchased Price) column on my estimates and invoices that helps me determine what I will change the customer per item. As a Master Gardener I purchase plants from many nurserys and list my cost in that column. The PPrice Column disappears when I print or send the invoice/estimate to the client or vendor. I have been relying on the feature so…
1 vote -
Add a Project Name field to Estimate & Ability to enter mark-up % or $
Two great additions to Estimates would be to have a fileld labeled "Project" so it can be tracked and separated from the customer's name if desired.
As a general contractor we want to send an estimate to the customer's nmae, but we name our projects based on the street name address. Our work-around for this has been to enter the Customer as street name: MILTON 1377
The problem is we do not want the estimate to be addressed to MILTON 1377 instead of Jane Doe.Second item, I have seen lots of requests going back as far as 2018 (farther…
2 votes
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