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QuickBooks Mobile Feedback Forum

Welcome to the QuickBooks Mobile feature requests forum. Please look through the existing requests and vote on great ideas or create your own suggestion that others can vote on. Make sure to give us plenty of detail so we can better understand the request. It is not guaranteed that any suggestions will make it into the product, but it will help us identify the features you want most.
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71 results found

  1. 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.

    7 votes

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    4 comments  ·  Invoicing  ·  Admin →
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  2. Invoice Template

    Can we add extra columns in Table Content in Invoice Template ?

    3 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  3. statement of account template

    statement of accounts to reveal customer's job number or P/O number for customer's account to refer which invoice belongs to which p/o or job number of their own which we have indicated inside the individual invoices

    2 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  4. Revenue Recognition and Revenue Forecasting

    Hi Quickbooks Online Advanced team,

    Recently you unveiled the new feature of revenue recognition in Quickbooks Online. This function looks to be working great but would be better if you had the capability to use it to project revenue received when recognized in the future. Currently this newly unveiled function does not display revenue earned in future months on reports despite changing the dates. NetSuite, Sage Intacct and AccountingSuite all for this function. It would be great if after recording an invoice using revenue recognition product lines if I could look at reports in a future date and see the…

    2 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  5. Custom email address and domain for invoices

    We should be able to use a custom email address on our own domain to send invoices from QBO.

    It's wild that this isn't already a feature. Invoices from noreply@intuit.com are often caught in spam filters. It's simply embarrassing for clients to see the intuit.com address, and for them not to be able to reply.

    Invoicing is a part of customer service. A custom email address along with a custom email template should be the absolute minimum.

    Xero, Zoho, and most other cloud apps can do this.

    If you're concerned about SPF, DKIM, etc., write up a help doc and…

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  6. Complete invoice export in excel file

    To be compliant with some e invoicing regulation, it's needed to export in excel file all fields invoice ( all data reported in pdf version) required VAT number ID, complete address, detailed lines . Current version doesn't allow to export these data due to limited columns export procedure. Should be great to have it due to compliance risk

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  7. Add ability to edit packing slip and add a column for backordered items for QuickBooks Online

    Currently there is no way to add a fillable column to an invoice outside of the few default options. Additionally there is no way to customize the packing slip and make note of items that are currently out of stock. This makes it very difficult to communicate to customers what they are actually receiving in a shipment to hand write notes on the packing slip. This makes the packing slip look very unprofessional and makes tracking items that need to still be shipped nearly impossible without creating a manual system.

    2 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  8. Bring back the option to import your own template on Form Style

    Bring back the option to import your own template on Form Style, we need to have different invoice depending of the bank account we send to the guests, plus information in the invoice, and on the invoice of QB only allow 400characters, wich are not enough for the bank details and payment details.

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  9. Remaining balance on line item for progress invoice

    Currently when creating an invoice for an estimate the line item will always remain at the original amount of the estimate.

    If I want to do a percantage of the remaining balance that won't work because the line item balance will remain the original amount and not update to the remaining balance if I do multiples invoices.

    2 votes

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  10. 1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  11. Restrict below cost entries when invoicing.

    Restrict below cost entries when invoicing.

    1 vote

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  12. Restrict negative stock entries when invoicing.

    Restrict negative stock entries when invoicing.

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  13. VAT name changed to BIR on sales invoice

    Can you changed back the name 'BIR' on invoice to VAT#

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  14. Please allow users to change the rate on the invoice to 3 decimals, if needed.

    Allow users to change the rate on invoicing to 3 or 4 decimals, if needed. All companies do not use the rate for 2 decimals on the invoice. A lot of companies use 3 or 4 decimals when creating an invoice for the pricing.

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  15. Add Ability to Email Packing Slip

    Currently Quickbooks (desktop) only allows for emailing an invoice. Very frustrating. We should be able to email anything, including the packing slip. We don't want our employees or contractors to see our invoices, but we need them to work with the packing slip to pack and ship orders, etc. But you only currently allow emailing the invoice only. Please, please, fix this.

    4 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  16. Using QuickBooks File Doctor To Resolve QuickBooks Errors (Company File & Network Errors)

    Download the QuickBooks File Doctor to your computer: QuickBooks File Doctor

    If you already have the File Doctor version on your computer (you'll see a green File Doctor icon on your desktop), you'll need to download and install File Doctor from this article to make sure you final version available. You should uninstall all previous versions of File Doctor before downloading and installing from this article.

    1 vote

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  17. Remove the automatic shipping and billing fill-in information for different addresses.

    Remove the automatic shipping and billing fill-in information when creating an invoice for accounts that have different billing and shipping addresses.

    2 votes

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  18. Turn off shipping from automatically

    I provide a service and I do not ship any products and it automatically fills the ships from on my business location and not the customers location and it fills the wrong taxes for the job. this is a complete hassle for me and my CPA. This has already costed me thousands of dollars to correct this. There needs to be a way to turn this off. I have spent about 20+ hours on the phone with QB on this issue and have case logs for hours. case # 1586455752, 1586850147, This must be fixed or I will have to…

    1 vote

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  19. Workflows Feature Ideas

    Features requested by customers to add to our workflows capabilities

    5 votes

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  20. Bring back my ability to import custom form styles for invoices

    My business depends on the ability to upload a custom invoice style in order to comply with the legal requirements of my state. Why did you remove this feature? It worked just fine. Quickbooks invoice templates simply cannot do what we need. Your customer service rep suggested that we upgrade to QB Advanced for $180/month. You must be out of your minds! We are currently searching for a new accounting software.

    8 votes

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