QuickBooks Mobile Feedback Forum
157 results found
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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.
17 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.
29 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.3 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…
3 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 -
Flat Rate
AS of today, when I go to create and Invoice or Estimate, after selecting the correct "Product or service" option from that dropdown, I always go next to "Unit" and select between three options of "Units", "Hours" or "Flat Rate". When I started making Invoices today, the "Flat Rate" option all of a sudden has vanished and I am only able to choose from "Units" or "Hours" which will not be acceptable for Flat Rated items. The current invoice format wouldn't be accepted by payment processing by our primary corporate partner and that is a massive issue for my company.
6 votes -
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 -
Be able to add extra columns to the calculating part of the invoice
I Have a rental business. I need additional columns/multipliers for the invoices as follows:
1) Hire rate (a)
2) Quantity (b)
3) Time (weeks/days hired) (c)
4) Hire total (abc)
5) GST on total for item 4
6) Security deposit amount per item (e)
7) total security deposit for the quantity of items (e*b)Then I need a subtotal for no 4 , 5 and 7
Then I also need an overall totalCurrently You cannot add columns to the invoice templates, so I cannot currently use quickbooks for my invoicing.
I have attached a screenshot of the…
2 votes -
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 -
Autofill Project Name
Using custom fields when creating an invoice, allow "Project Name" to auto populate project name on the invoice. Having to manually enter it is just another opportunity for mistakes. When the customer has multiple projects under them (see attached), invoicing is done on a project basis, not a client basis. Yet you have to manually enter the project name every time creating the invoice. (see 2nd attached)
3 votes
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