QuickBooks Mobile Feedback Forum
150 results found
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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.
13 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…
37 votes -
Adding Drag/Drop to Bundles in New Invoice Template
With the old invoice template, it was LOVELY to be able to drag/drop other items (ie: billable expenses/billable time) to bundles in QBO (see my article here: https://www.stacyk.net/add-billable-time-or-billable-expenses/).
The new template does not allow for this, and aside from the generally cumbersome layout of the invoice, removing this feature means that functionality has DECREASED with this "improvement".
PLEASE allow drag/drop again!
3 votes -
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.
7 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.
28 votes -
Bring back removed invoicing features
The new invoice template update removed the critical feature of being able to add billable expenses to a bundle on an invoice. We have always been able to do this with Quickbooks online (you could drag and drop individual expenses into whatever bundle they are supposed to be in) and the feature was inexplicably removed. Tech support says they can not help and can not tell us if the feature will be returned. We cannot invoice our clients properly without this feature. This feature can obviously be added back easily since it existed for the past 4+ years we have…
1 vote -
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new invoice view
New Invoice View is not helpful. It changed our standard invoice template and you can't see the full addresses anymore because the boxes are too small and cannot be expanded. Also, when you print/download it used to drop automatically to the previous file/folder that the last invoice was printed/saved to and it gave a default file title of "Invoice #XXXX" and now it doesn't do that. It opens a new tab and assigns a random number and you have to download it again. Please fix this or allow us to go back to the old view.
1 vote -
Quick Tips for Efficient Invoicing in QuickBooks
Hey!
I've been working on improving my invoicing process and wanted to share some quick tips. Keeping customer information up-to-date has been a real time-saver for me. I've also found that using customized invoice templates helps maintain a professional look for my business.
One thing that's made a big difference is setting up automatic reminders for overdue invoices. It keeps cash flowing without those awkward follow-up calls.
As my business grows, I'm considering outsourcing some financial tasks. I recently came across https://acgile.com/, which offers professional accounting services. Has anyone used similar services to complement QuickBooks?
What are your favorite…1 vote -
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1 vote -
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1 vote -
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.
11 votes -
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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.
17 votes -
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1 vote -
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.
3 votes -
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!6 votes -
Add ability to add columns to invoice and options to toggle on/off visibility when printing/PDF
I have read numerous complaints about the lack of options for hiding selected invoice columns when printing or saving as PDF. There are many situations where certain columns are valuable to be visible while creating an invoice however should not be visible to the customer when printed or saved as a PDF.
1 vote -
Estimate and invoice custom templates should have same fields and columns.
Estimate and invoice custom templates should be identical in the QuickBooks Online Account so that when an estimate is confirmed. This is to save time and error in recreating the invoice which is same as the estimate.
1 vote -
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.
2 votes
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