QuickBooks Mobile Feedback Forum
140 results found
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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 -
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 -
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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1 vote -
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 -
Allow the Product/Service Line to be Blank When Providing Multiple Descriptions for One Service!!
With the old QuickBooks invoicing I was able to provide multiple descriptions with quantity and rate for one product/service. Now with the new QuickBooks, I can't leave any product/service line blank and the system will autofill with "Sales" regardless of how many times I delete it. PLEASE change this back!!
1 vote -
Using QuickBooks most useful Features for accounting tasks
QuickBooks offers several indispensable features for accounting tasks. Its invoicing function streamlines billing processes, while expense tracking simplifies financial management. Bank reconciliation ensures accurate records, and customizable reports offer insights into business performance. Moreover, payroll management and tax preparation tools enhance efficiency, making QuickBooks a comprehensive solution for accounting needs.
https://www.answers.cpa/blog/which-quickbooks-function-is-most-useful
1 vote -
what is this for ?" Import invoices isn't quite ready to support sales tax We're working on it. Support for sales tax will be coming soon.
unable to use batch invoice? why?
1 vote -
Allow alphabetical sorting of services on invoice
Allow alphabetical sorting of services on invoice instead of date sorting only
2 votes -
Ability to charge credit card fee to cover fees, without Quickbooks charging extra on the amount to cover the fees.
Credit card fees are really challenging for small businesses. We need a way to charge an optional credit card convenience fee. Right now, Quickbooks calculates their fees on the total amount of the invoice. This means that Quickbooks charges a fee on top of the customer paying extra to cover the credit card fee!
1 vote -
When you get a signature in the mobile app on an invoice, the signature needs to show up on the invoice pdf preview.
Warranty works require signatures on final invoices. Right now, I can get the signature in the mobile app, but it only attaches an image of the signature to the invoice. I need it to display the signature on the printed pdf of the invoice. An image of the signature is rejected.
1 vote -
Invoice Date Displays Wrong In Web Interface
The invoice and sales screen currently display the date wrong. All the other modules work fine except the Invoice and Estimates screens where the date is displayed like 23-1-1 instead of 2023-01-01. This broke during the redesign.
1 vote -
Show QUANTITY TOTALS on Invoices, and as subtotals.
The ability to show quantity totals just as you do subtotals and totals of cost. This is very important for me in particular to show total hours worked.
1 vote -
1. Interest.
Automatically charge interest to customers with outstanding accounts
1 vote -
1 vote
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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 -
Allow non company admins to customize invoices
Presently only company admins can customize existing invoices.
1 vote -
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 -
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
2 votes -
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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