QuickBooks Mobile Feedback Forum
162 results found
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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 QBO4 votes -
Custom invoice numbers on Mobile App for Android
Invoice numbers
4 votes -
The option to import Custom Form Styles should be reinstated
We request that the ability to import Custom Form Styles be brought back, as it was previously available through Word template imports. This feature was very useful for customizing forms to match branding and business needs.
3 votes -
Bring over attachments when adding billable expenses to an invoice.
The old invoicing format brought over any attachments on billable expenses when they were added to invoices. Apparently that functionality was removed with the new invoice format. Please bring back the old invoice format until this functionality can be added to the new invoice format. This is critical functionality that many, many users need immediately.
3 votes -
Custom invoice numbers should be able to add letters
Let me add letters to custom invoice number on the mobile app again! I use first initial of the technician completing the service to identify invoices. Now with new layout you cant add letters on mobile device.
3 votes -
I would love if I could put Open Invoices on shortcut column
Be able to put Open Invoices on Shortcut column
3 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 -
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 -
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 -
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 -
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.
3 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 -
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 -
put phone numbers on invoice
Allow the following fields to be put on the invoice when customizing it:
- Phone Number
- Mobile Number3 votes -
Ability to Switch Sales Form templates on Mobile App
We need to be able to switch between invoice and quote templates on our mobile apps.
3 votes -
Link that allows customers to pay directly upon receipt of our invoice
Link that allows customers to pay directly upon receipt of our invoice
3 votes -
Can we have an option to customize the Dashboard view according to Sales Classification
Can we have the option to customize Dashboard view. for We have 3 types of Sales ( Testing,Registration& Academics) .We should have a view of Sales in 3 parts and not in a consolidated mode . similar to Cost of Sales view as well
3 votes -
Bring back drag and drop bundling on invoices
With the new invoice template, we are no longer able to drag and drop time activities or billable expenses to a bundled product/service. This is crucial for any business with billable hours or billable expenses. Please bring it back!
2 votes -
Bring back removed invoicing features
The new invoice template update removed the critical feature of being able to add billable expenses to a bundle on an invoice. We have always been able to do this with Quickbooks online (you could drag and drop individual expenses into whatever bundle they are supposed to be in) and the feature was inexplicably removed. Tech support says they can not help and can not tell us if the feature will be returned. We cannot invoice our clients properly without this feature. This feature can obviously be added back easily since it existed for the past 4+ years we have…
2 votes -
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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