QuickBooks Mobile Feedback Forum
149 results found
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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 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 -
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 -
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.
36 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 -
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
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