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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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114 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…

    16 votes

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    2 comments  ·  Invoicing  ·  Admin →
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  2. 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.

    3 votes

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    2 comments  ·  Invoicing  ·  Admin →
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  3. 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.

    10 votes

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    0 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.

    14 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  5. 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.

    34 votes

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    7 comments  ·  Invoicing  ·  Admin →
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  6. 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!

    2 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  7. Allow alphabetical sorting of services on invoice

    Allow alphabetical sorting of services on invoice instead of date sorting only

    2 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  8. 1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  9. A quick report showing all "To be printed" invoices and invoices that did not successfully send from QuickBooks Online.

    Hello:

    Have a quick report showing all "To be printed" invoices and invoices that did not successfully send from QuickBooks Online.

    This was easy to lookup on Desktop and was a excellent way to see what invoices needed attention.

    Currently, finding "To Be Printed" invoices is not quick nor is there a queue that would be easy to see what needed printing. Line in Desktop.

    Currently there is no EASY way of knowing if an invoice was successfuly sent. There is no queue or warning.

    All of this is vital to staying current with our customers! In the 26 years…

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  10. Allow non company admins to customize invoices

    Presently only company admins can customize existing invoices.

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  11. Share Invoice Links

    I was told that it is no longer possible to share invoice links. If true, that's one of the dumbest things I've ever seen.

    We frequently use that feature to send reminders within other emails to clients. Plus, invoice reminders sometimes go to spam or email categories and sending a link helps the customer find it. Removing this feature was idiotic.

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  12. 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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    0 comments  ·  Invoicing  ·  Admin →
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  13. Barcode

    Be able to use barcode scanner for faster checkout using the go payment.

    1 vote

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  14. Fix the invoices input in app

    On the mobile app, Samsung note, the quickbooks online app had an update. Prior to the update, invoices were able to have numbers and letters which was very helpful. I submit invoices to a home builder that likes to have the invoices as the home addresses. Under the new update, only numbers are able to be inserted. Please fix this. On the desktop site it's still operational, but I need to do invoices on the go.

    1 vote

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  15. QuickBooks is Unable to Send Invoices

    QuickBooks desktop is unable to send invoices. The entered password does not validate the authentication. Please check this troubleshooting guide to fix this issue.
    https://qbtechs.com/how-to-setup-and-configure-email-services-in-quickbooks-desktop/

    1 vote

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  16. 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

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  17. Please create the feature to BOLD, underline and change font size on the invoices.

    Please create the feature to Bold, Underline and change font size on the invoices.

    3 votes

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  18. 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

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  19. 1 vote

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  20. ADVANCED SEARCH

    Before the recent update Advanced Search had options to search memo/description by limiting to "Equals" or "Includes", this feature helped to narrow down a list of invoices that had the same EXACT memo, rather than similar ones. Please add this "Equals" option back

    1 vote

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