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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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137 results found

  1. 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…

    30 votes

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    5 comments  ·  Invoicing  ·  Admin →
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  2. Issue with new layout

    New updated layout is causing issue for my teams to create invoice. . Especially on the access of other users aside from admin access. This is bummer . this prevents us to do our work. Appreciate if you find solution for this asap or revert back to old version until you find solution for this .Thanks for taking care of it urgently.

    8 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  3. Service Categories on New Invoice Layout

    The new invoice layout doesn't show the service item category. Our entire billing system is setup to break the services down by category and have different billable rates depending on the category. Without being able to see that, the new layout is useless.

    6 votes

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    3 comments  ·  Invoicing  ·  Admin →
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  4. 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.

    24 votes

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    4 comments  ·  Invoicing  ·  Admin →
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  5. 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.

    14 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  6. Add a feature allowing for Dynamic Messages on Recurring Invoices

    When sending recurring invoices for "month ahead" services, it would make this recurring process even more worthwhile and effective if the invoice message could be made to update with a date appropriate message that changes each month to give the month the services are being billed for:
    If it's issued on Feb 1 for services in March 2024, it would say "March 2024" in Feb, and then April 2024 on the March invoice and so on.

    3 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  7. higher resolution logo

    Please provide higher resolution logos. It's a bad look to have a fuzzy logo.

    1 vote

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    1 comment  ·  Invoicing  ·  Admin →
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  8. Allow invoice import with sales taxes enabled

    I would really like to use the invoice import feature but am unable to turn off sales tax ( related to https://feedback.qbo.intuit.com/forums/920245-quickbooks-mobile-feedback-forum/suggestions/44869786-ability-to-turn-off-sales-tax-in-qbo )

    Please make this feature a priority, as it will save me hours every week.

    2 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  9. New invoice format isn't working!!! Customization not working at all.

    I can't add items to bundles via drag and drop like I used to. The customer messages at the bottom are saved in my custom form settings but don't show up in the actual invoices. The payment terms section is also blank even though I have saved them in the settings as well.
    This new modern format is a disaster and no amount of trying to fix it on my end is working. This has added 5x the amount of time and effort I have to put into ALL invoices that I need to send. UNACCEPTABLE QUICKBOOKS!

    3 votes

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    2 comments  ·  Invoicing  ·  Admin →
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  10. Enable the ability to import Invoice Templates

    Enable the ability to import Invoice Templates. Just switched from QuickBooks Desktop and the template edit options are junk. Can't even edit the column width.

    6 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  11. Bring over attachments when adding billable expenses to an invoice.

    The old invoicing format brought over any attachments on billable expenses when they were added to invoices. Apparently that functionality was removed with the new invoice format. Please bring back the old invoice format until this functionality can be added to the new invoice format. This is critical functionality that many, many users need immediately.

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  12. Bring back auto-populating images of receipts tied to expenses to email with invoice. QB ONLINE DESKTOP

    Images or PDF's of receipts tied to expenses used to auto-populate at the bottom of the invoice with the option to add them to the email when sent to the customer. This option no longer exists since the update, and I have to go through my files and images to back up the expenses manually, one by one. I am in construction and buy a huge volume of products that are billable to the client, and this adds HOURS of work to produce an invoice that was never an issue before the latest update. I was on the phone with…

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  13. 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.

    35 votes

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    7 comments  ·  Invoicing  ·  Admin →
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  14. Simplify the Invoice Creation Screen

    Your "new" UI for creation of invoices reminds me of when Microsoft launched Word 6.0 in 1993. All the options and pull-downs serve no point and make it harder to work, not simpler.

    Example: https://share.cleanshot.com/PNk5tybq

    Bring back simplicity, please! I can still use a simpler UI when I create a recurring invoice. Are you seriously going to take this simplicity away??

    Example: https://share.cleanshot.com/28N8Lgvc

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  15. Non Tax line items shows "T" (tax)

    How do our clients decipher which line items are non taxed if the "T" is showing on all line items...example of our invoice is attached.
    How do we fix the non tax line items not to show as taxed?

    fyi...The attached invoice has a non tax line item on it but it shows a "T" .

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  16. Sales Tax Based on location is necessary for service at location businesses

    As of 5/8/2024 I lost the ability to apply sales tax rates based on location of our customer. This is a needed feature for a service based business, such as a electrician, where we travel to the customers location and they are required to pay sales tax based on their location not our place of business. The new form does not allow me to do what I've done the past year to type in location and then QB calculates their sales tax. I can now only first determine customers sales tax rate then override the sales tax that QB wants…

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  17. Used Inventory | Northeast Georgia Motorsports, Hoschton GA

    Looking for pre owned powersports dealer in georgia? Find the powersports in georgia, north georgia powersports, yamaha pre owned motorcycles, dirt bike dealers, honda used motorcycle near me. Schedule your call with us today!

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  18. Can there be custom field for products, which will be shown as per item line in the invoice? This function is available in Quickbook Desktop

    Can there be custom field for products, which will be shown as per item line in the invoice? This function is available in Quickbook Desktop

    1 vote

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  19. Custom invoice numbers should be able to add letters

    Let me add letters to custom invoice number on the mobile app again! I use first initial of the technician completing the service to identify invoices. Now with new layout you cant add letters on mobile device.

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  20. Make the product/service description searchable again!!

    I can't search the description keyword anymore to find a product/service when creating an invoice with the new layout! The description doesn't even show up when you search a p/s anymore. My p/s names are named by the part number. For example a 10lb ABC fire extinguisher is 120 and the description was 10lb abc fire extinguisher. If i searched abc, it would pop up but now i can only search 120 to find it. Go back to the old invoice style! My technicians invoice in the field and can't memorize over 1,500 part numbers! ALSO, on the mobile app,…

    1 vote

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