QuickBooks Mobile Feedback Forum
156 results found
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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 -
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!7 votes -
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 -
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 -
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.4 votes -
Change in Template of Invoice
Hi Team So while Printing the created invoice It has Subtotal, Tax and then Total, I want it as Subtotal VAT and total as I am sharing VAT and i need to send invoice to my client with VAT on invoice. Can you update the Template the of Invoice, and put VAT instead of TAX
1 vote -
FORMATO PERSONALIZADO
Se necesita que los formularios personalizados , permiten mas configuraciones manuales conforme las necesitades de cada pais , ya que es muy limitando configurar un formulario pero solo con las opciones que estan establecidas y muchas de ellas no cumplen con las funciones necesarias para adaptar la factura a lo solicitado por el gobierno, o tener la factura electronica actualizada que cada pais con su legislacion lo solicite
1 vote -
1 vote
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Date related merge codes in invoices, receipts, transactions, etc
Allow for a set of merge codes to be used in invoices, transactions, & receipts.
Some basic mergecodes would be around date. This would allow us to put billion periods in line items.
For example if an invoice is sending in May, but will be for June services can use a merge code like %%NEXTMONTH%% or %%MONTH+1%% to insert the month of June.
Merge codes that may be valuable include:
- Date (various formats)
- Month
- Year1 vote -
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,…
2 votes -
higher resolution logo
Please provide higher resolution logos. It's a bad look to have a fuzzy logo.
1 vote -
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 -
I would love if I could put Open Invoices on shortcut column
Be able to put Open Invoices on Shortcut column
3 votes -
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 -
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…
2 votes -
Ability to search within the description on an invoice
You can only search by memo and not within the actual description
2 votes -
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.
37 votes -
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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