QuickBooks Mobile Feedback Forum
126 results found
-
QuickBooks is Unable to Send Invoices
QuickBooks desktop is unable to send invoices. The entered password does not validate the authentication. Please check this troubleshooting guide to fix this issue.
https://qbtechs.com/how-to-setup-and-configure-email-services-in-quickbooks-desktop/1 vote -
Allow alphabetical sorting of services on invoice
Allow alphabetical sorting of services on invoice instead of date sorting only
2 votes -
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 -
RETURN THE EMAIL SENT AND VIEWED INFO AT THE BOTTOM OF EACH INVOICE!!!
When I am reviewing the AR report it is ESSENTIAL that I see when the invoice was sent and viewed!!! Once in a while the techs will forget to send them and it is IMPERATIVE that I know if the customer has received the invoice and viewed it... sometimes the CUSTOMER may forget to make the payment and the email messages I send reflect all of that!!! PLEASE PUT IT BACK!! I'm sure that there are great ideas that you are implementing, but this saves SO MUCH TIME for us and saves us calling the customer to see if they've…
18 votes -
Share Invoice Link - available for QuickBase Pipelines or sync table
The "Save and Share Invoice Link" needs to be available as a data object passable to QuickBase either via pipeline or sync table. Currently the only way to pass the link from QBO to QBase is by having users log into Books, manually copy the link, paste the link into Base, and resave the record. This is cumbersome and error-prone.
Alternatively, I know that using minor version 36 one can use an API call to get the share link, but it's not currently possible in Qbase Pipelines to navigate QBO's OAUTH flow. You cannot have a pipeline request a token,…
1 vote -
Enable the ability to import Invoice Templates
Enable the ability to import Invoice Templates. Just switched from QuickBooks Desktop and the template edit options are junk. Can't even edit the column width.
4 votes -
INVOICE FEATURES FOR OTHER USERS- PLEASE ADD
I am contacting you guys regarding a question/ concern I had. We currently have a quickbook online access account. I wanted to ask if we were able to create a roll, where the user only gets to see the invoices. And in the invoices, the price for both each description and the total of the invoice is hidden. This is for the user to go in, and audit and look through the descriptions and ensure there are no typos, mistakes, and to move them around in order. Please let us know if this is possible, and if so how can…
1 vote -
The EA FC 24 Team of the Week (TOTW)
"Ea Fc 24 Totw 5 Predictions"
The EA FC 24 Team of the Week (TOTW) is a highly anticipated event in the world of FIFA gaming. Each week, Electronic Arts (EA) releases a new TOTW, featuring players who have performed exceptionally well in real-life matches. Fans eagerly await the announcement to see if their favorite players have made it into this prestigious team.
In TOTW 5, there are several players who have showcased outstanding performances and deserve recognition. One player who is likely to make the cut is Robert Lewandowski from Bayern Munich. The Polish striker has been in sensational…
1 vote -
Different invoice format for different currencies with correct bank details
We have customers who bill in different currencies. I can ingest all of the bank details for each account - but for some reason I can only set one payment details option on invoices that go out. Ideally I would like to be able to have an invoice format per billed currency and assign each customer an invoice format - so that I can get the payment details correct on each invoice we send
1 vote -
Edit (or Enter) Invoice Number on QB Mobile
With the new layout using Quickbooks Mobile (iOS), we can no longer edit our Invoice Numbers. This will not work for our company as our Invoice Numbers correspond to a number of things and are NOT sequential (the default automatically provides Numbers we cannot use).
Using Quickbooks Online (where we can edit the Invoice Numbers) through my phone's browser or on a computer will not be an acceptable long term solution. I'll limp along with this for a few days while I search for another Invoicing Software.
Fix it, and you keep a customer in us. Thanks for your great…1 vote -
Be able to format the body of the email sent with invoices i.e. highlight, bold etc
it would be nice if we could format the body of the email that is sent with invoices, i.e. highlighting something, bolding something, capitalizing etc so it stands out for the customer to notice. I don't think they read the message anymore since it is always the same standard message
1 vote -
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.
11 votes -
I believe having the option to print invoices again in the iOS app would be beneficial to all as well as being able to make a credit memo
I need the option to print and creat credit memos on the iOS app. Also I was able to go through sale based on date and now that is no longer an option either. These are key, for many like me trying to run a business and keep our customers happy.
1 vote -
Allow signature capture on custom invoice templates
Currently users are able to capture a digital signature on invoices using the mobile app. However this feature is only available using the default invoice style and template.
Upgrading the software to allow for this same feature using custom invoice templates allows users to track receipt of product or services while also keeping a strong brand image with invoicing.2 votes -
Please create the feature to BOLD, underline and change font size on the invoices.
Please create the feature to Bold, Underline and change font size on the invoices.
3 votes -
Need more customization options for new invoice format
I've seen several forum posts about issues with invoice formatting, some aesthetic and some more function based. So I'd say overall, there just needs to be a better way for each company to build it's own invoice format.
For us, we wish that there were more design options, and we really wish that we could remove the "Ways to pay" graphic with the credit card icons. For us it feels unprofessional and gimmicky. The default email message also felt super gimmicky. Using a subject line with the phrase "new payment request from ___" makes is sound like a phishing scam.
19 votes -
Please allow us to switch between old and new templates for invoices.
please allow a button for us to switch back and forth between the old and new templates.
the old templates are very cluttered and ugly, I prefer the newer ones.2 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 -
Features from QuickBooks Accountant Desktop that need to be added to QuickBooks Online
The batch invoicing tool in QuickBooks Online is very limited relative to the batch invoicing tool In QuickBooks Accountant Desktop. I should be able to enter more than 30 invoices at once, copy down a field from the top cell in a column to all of the cells in the column beneath it which have invoice numbers assigned, and paste in multiple cells worth of data at once. These were great features of Desktop and QuickBooks Online not having these features has made switching unbearable. Transactions should also be able to be imported through an IIF file, as this allows…
1 vote
- Don't see your idea?