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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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161 results found

  1. 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

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    0 comments  ·  Invoicing  ·  Admin →
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  2. 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

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  3. I would love if I could put Open Invoices on shortcut column

    Be able to put Open Invoices on Shortcut column

    3 votes

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  4. 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.

    38 votes

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    7 comments  ·  Invoicing  ·  Admin →
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  5. 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

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  6. Ability to search within the description on an invoice

    You can only search by memo and not within the actual description

    2 votes

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  7. 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!

    2 votes

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  8. 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

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  9. 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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  10. 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

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  11. 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

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  12. 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

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  13. 1 vote

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  14. 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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  15. 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

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  16. 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

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  17. 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

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  18. 1. Interest.

    Automatically charge interest to customers with outstanding accounts

    1 vote

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  19. 1 vote

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  20. Allow non company admins to customize invoices

    Presently only company admins can customize existing invoices.

    1 vote

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