QuickBooks Mobile Feedback Forum
126 results found
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2 votes
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Sales Rep option in mobile app!
I need the option of noting WHO is preparing the invoice in the app. We have multiple guys in the field. The online version has a sales rep option, which is not available in the mobile app. The option to have who did what would be great.
2 votes -
Need to have more options for standard users, more limits!
Choosing "customer" access gives them the ability to change/ edit a previous invoice created by someone else in the company. They can also see A/R, etc. I want my field guys to be able to create/ send an invoice only. I do not want them to be able to access/ see other invoices that they did not create. It's none of their business :-)
4 votes -
Make it possible to add an extra subtotal post-discount and before VAT please - it would make it so much clearer for clients.
Make it possible to add an extra subtotal post-discount and before VAT please - it would make it so much clearer for clients.
1 vote -
Would like to view customer's record with just one click
Would like to view customer's bills with just one click. It would be good to be able to see the billings with picture format rather then we got to click each invoice and scroll the items.
1 vote -
Installment Payments on Single Invoice
Support breaking up an invoice total into separate installments with user-defined due dates.
Use Case: Customer books a special event one year out. Payments due each quarter with remainder on event date. Single contract, single commitment to customer. Would be great to have this match with a single invoice.
1 vote -
Collapse billable expenses into one line item on invoice
My business only has services and billable expenses that need to be invoiced. Our billable expenses are generally all travel related. Depending on the customer, this can be hundreds of line items. I'd like to be able to collapse or otherwise roll-up the billable expenses into one line item on the invoice as "Billable Expenses".
1 vote -
Add drop down menu for messages on invoices
It would be nice to have a drop down menu on invoices to choose from different messages depending on what the invoice is for.
4 votes -
Sales Invoice - Phone Number Field
Our accounting team does not have a direct phone number so listing a phone number for our receptionist who can then forward a call has been our solution thus far for the number to reference on a client invoice. With COVID-19 and office closures, we are working remotely, and our phone calls from clients are hitting the main line and then getting lost in the plethora of voicemails. We'd like Quickbooks to allow for an extension number to be added to a phone number on the sales invoice form. It seems like this would be an easy accomodation to make…
1 vote -
why stander user not allowed to use " custome style " invoice template ?
why stander user not allowed to use " custome style " invoice template ?
we can't give sales team full access as admin, our sales team very upset with the pre template and give up issue invoice from QBO3 votes -
1 vote
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Improved Sales Form Delivery and Payment experience between QBO Companies
A QBO company issues invoices to another QBO company. Currently, the receiving QBO company will need to create a Bill for the invoice issued by the first QBO company.
it would be much more efficient if the receiving QBO company could auto-receive the invoice into its QBO without having to manually create the Bill.
We heard that Xero already has this functionality.
1 vote -
Additional totals/Added markup fee Functionality in QBO/Mobile App [DTM feature]
Make the "Markup" column available to online QuickBooks services for Billable Expense flow!
The desktop version had a very useful tool with the "markup" column, allowing businesses, that use parts as well as labor services, to add a percentage to the store's cost of parts without needing to grab a calculator and figure it out each time. This service is not available on the online version of QuickBooks.
Please bring this feature to the online services!
23 votes -
Price Levels in Mobile App
i have recently subscribe to quickbooks and i am trying to set up my company parameters, accounts, customers, inventory etc.. I was informed that the international version does not allow you to have multiple price list for the same product. I was given the option to create different subcategories of the product as different price lists, meaning that I have to create 5 different subcategories and post the same item in all categories with different price, I am a bit disappointed as this is not user friendly at all. Also in case I do that how it will appear in…
8 votes -
Better invoice options
Invoice default is set to print by invoice date (only). Our business works with builders who would like their invoices by subdivision and lot number then separated with a blank line between each subdivision to make it easier for their bookkeeping. They do not want separate invoices for each subdivision. Example they may only have 1 entry for lot number, then several entries for the next lot number.
I can separate by Product/Service but this will be a lot of additional entries, tried entering the date in the description field but the problem still lies that when the invoice prints…
2 votes -
Autosave/Recovery of All Transactions within the Mobile App
Users spend lots of time creating invoices, sometimes in the field with a customer. When the app crashes, they lose that work, causing lots of frustration and possibly an embarrassing situation in front of a customer.
"I use the Quickbooks iPhone app for our plumber business while I’m working out in the feild. I stay signed in most of the time. For quite some time now, when I’m trying to cash out with a customer and I’m writing notes and adding materials, all of a sudden without warning the app will refresh as and everything I’ve entered will disappear. I…
12 votes -
Custom Invoice Template/Sales Forms in Mobile App for Android
Users are only able to customize their Invoice Template in iOS.
63 votes -
Save and Send Option in the Mobile App
Mobile users want the ability to save and send invoices with one button when they are done filling it out.
1 vote -
Edit Billing/Shipping Address for Clients directly on the Invoice or Sales Receipt in the Mobile App
Customers want to edit the shipping and billing address on the invoice itself. Currently, you would have to select the customer, click on the circle i symbol, and edit the Customer's Profile information. Users want to do this per invoice. Override ability.
11 votes -
Emailing Invoices templates
Hey Guys, there’s a couple of improvements I’d like to suggest:
1) When constructing the emails to send off the invoices, sometimes the typing gets lost under the keyboard and it becomes very hard to see what you’re typing until you click off the keyboard. And maybe be able to set up our own templates.
2) I’ve had a number of clients now struggling to find the main invoice (maybe the click to view PDF, isn’t big/clear enough).
3) Have an option to create quotes using existing items previously used in invoices
Thanks for reading, hopefully these might get rectified.…
5 votes
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