QuickBooks Mobile Feedback Forum
140 results found
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Allow cursor to automatically appear in name field upon entry to new invoice and payments
I am having an annoying issue when I am applying payments or creating new invoices. When I choose "save and new" or just open a new invoice or payment, my cursor does not automatically start out in the name field on the new record. I have to click into it each time. It used to be that my cursor was automatically there in the name field upon creating a new invoice. Whats going on and will it be fixed? This is such a pain.
2 votes -
Revenue Recognition and Revenue Forecasting
Hi Quickbooks Online Advanced team,
Recently you unveiled the new feature of revenue recognition in Quickbooks Online. This function looks to be working great but would be better if you had the capability to use it to project revenue received when recognized in the future. Currently this newly unveiled function does not display revenue earned in future months on reports despite changing the dates. NetSuite, Sage Intacct and AccountingSuite all for this function. It would be great if after recording an invoice using revenue recognition product lines if I could look at reports in a future date and see the…
5 votes -
Need Ability to Create 2 Late Fee Streams
Need the ability to create 2 separate late fee items. My client has a late fee policy for tenants of $50 after a 5 day grace period AND $5/day. Should be a very easy update. Most platforms I've used already have this option.
1 vote -
statement of account template
statement of accounts to reveal customer's job number or P/O number for customer's account to refer which invoice belongs to which p/o or job number of their own which we have indicated inside the individual invoices
5 votes -
Invoice and Sales Receipt Number
Under the current setting, we can only enable or disable the number feature. Once it's on, QB will automatically assign a number for the invoice and sales receipt. In most situation, we have different number sequence for invoice and sales receipt. We would like to have an option to leave the number field blank and manually add one when we need instead of auto assigning an number by the system.
3 votes -
Automatic Invoice Reminders - Allow to create more than 3
More than 80% of our invoices are paid late and sometimes we have to send up to 10 reminders over the course of 3-4 months to get paid.
So, 3 automatic invoice reminders aren’t gonna get the job done and I will have to send the remaining 7 reminders manually. We currently use Xero and they allow 5 automatic reminders, but we consider switching to QuickBooks because it integrates with our CRM system.
Please QuickBooks increase the number of automatic invoice reminders up to 10.2 votes -
make flat rates billed like flat rates
some time last week when i went to go invoice, all of my flat rate line items were acting like by the hour or unit line items. it used to only have flat rate, no QTY or HOUR option while invoicing, and now all of them have suddenly stopped. There is no point in a flat rate option if it is not set up as a flat rate. I don't know why this was changed as this causes some pretty big issues with billing if you were to accidently change the qty on a flat rate. It has already caused…
1 vote -
Automatic TimeStamp
When a new invoice is created, it would be nice if it was automatically timestamped. I've seen the whole "custom field" where you have to manually enter a time for every single invoice, but this in not reliable. I understand the concern that the TimeStamp would not update when the invoice is edited and then re-saved, but also we don't want it to update every time either.
My need in full, would be that whenever an invoice is created, the time would be loaded into a slot just like the date is. This way it would print and be saved…1 vote -
Display both home and foreign currency on the invoice print-out.
I would like the ability to display both home and foreign currency on the invoice print-out. It would be very helpful to the clients to be able to see both the currencies and the exchange amount. Can I ask for an alternative solution on this as it is currently impossible to do so?
1 vote -
Save CC and BC fields on Invoice per customer to auto populate
Having to copy and paste these on every invoice is a pain. Please let us customize settings for invoices for customers.
1 vote -
Bring back the option to import your own template on Form Style
Bring back the option to import your own template on Form Style, we need to have different invoice depending of the bank account we send to the guests, plus information in the invoice, and on the invoice of QB only allow 400characters, wich are not enough for the bank details and payment details.
5 votes -
Alphanumeric sorting of products sold on an invoice
It would be efficient if you gave us the option to sort products sold alphanumerically on invoices and sales orders. Not only would it help the seller compare physical products to the invoice it would make it easier for the buyer (recipient) to compare the invoice to product received.
2 votes -
How to Resolve QuickBooks Data Error 3371?
QuickBooks Data Error 3371 is an error message that users may encounter when trying to open QuickBooks. It is often accompanied by an error code, such as "3371, Status Code -11118," and the error message typically states that QuickBooks could not initialize the license properties.
Read More: https://qbdatarepair.com/quickbooks-data-error-3371/1 vote -
If my data is older than 60 days, then how can I Delete Specific Customer and Restart it in QBO?
If you have used QB account for more than 60 days, and now you want to delete specific customer and restart it in QBO, then you need to follow the below-given steps:
First, Discard your Current Account
For this, click on the Settings option and then go to the Account and Settings button.
Then, navigate to the Billing and subscription tab and hit Cancel subscription.
Now, follow the on-screen steps to cancel your account.
Secondly, Create a New Company
Go to the webpage https://quickbooks.intuit.com/choose-country/.
Here, enter your user ID and password. You can use the same id and password…1 vote -
Move multiple lines under bundle item
When there are multiple billable items that get added to an invoice, moving each item under a bundle item takes considerable time. Sometimes there are over a hundred lines. It would be nice to be able to "select all" and move all the selected items under a bundle as a mass instead of one by one. Other factors that make moving one by one frustrating is that there is a delay in the mouse movement vs what is displayed and if you don't place the item just in the right spot it fails to move.
1 vote -
Let QBO Remember the last sales price for an item for a particular cusomter
There is always different prices for different customers. it would be great if QBO remebers the last sale price for that particular item and suggest the same while invoicing. As the customer keeps complaining regarding the change in price every time we invoice them.
1 vote -
Add ability to edit packing slip and add a column for backordered items for QuickBooks Online
Currently there is no way to add a fillable column to an invoice outside of the few default options. Additionally there is no way to customize the packing slip and make note of items that are currently out of stock. This makes it very difficult to communicate to customers what they are actually receiving in a shipment to hand write notes on the packing slip. This makes the packing slip look very unprofessional and makes tracking items that need to still be shipped nearly impossible without creating a manual system.
3 votes -
Complete invoice export in excel file
To be compliant with some e invoicing regulation, it's needed to export in excel file all fields invoice ( all data reported in pdf version) required VAT number ID, complete address, detailed lines . Current version doesn't allow to export these data due to limited columns export procedure. Should be great to have it due to compliance risk
1 vote -
Ability to turn off sales tax in QBO
There is a button in the Sales Tax tool, under settings, "Turn Off Sales Tax." But you cannot use it. No matter what you do in QBO, delete all invoices with sales tax, all entries to the Sales tax liability account, make all Product/Service items non-taxable, it still will not let you turn off sales tax. This is necessary because QBO is blocking OneSaas from completing the invoice migration from FreshBooks to QBO. SF Case #1577629820
8 votes -
Remaining balance on line item for progress invoice
Currently when creating an invoice for an estimate the line item will always remain at the original amount of the estimate.
If I want to do a percantage of the remaining balance that won't work because the line item balance will remain the original amount and not update to the remaining balance if I do multiples invoices.
2 votes
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