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QuickBooks Mobile Feedback Forum

Welcome to the QuickBooks Mobile feature requests forum. Please look through the existing requests and vote on great ideas or create your own suggestion that others can vote on. Make sure to give us plenty of detail so we can better understand the request. It is not guaranteed that any suggestions will make it into the product, but it will help us identify the features you want most.
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137 results found

  1. 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

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    0 comments  ·  Invoicing  ·  Admin →
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  2. 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

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  3. 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

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    1 comment  ·  Invoicing  ·  Admin →
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  4. custom edit Statement form

    Why can't we edit the layout in Statement forms. Quickbooks layout is shocking!

    3 votes

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    2 comments  ·  Invoicing  ·  Admin →
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  5. put phone numbers on invoice

    Allow the following fields to be put on the invoice when customizing it:
    - Phone Number
    - Mobile Number

    3 votes

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  6. 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

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    2 comments  ·  Invoicing  ·  Admin →
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  7. 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

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  8. 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

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  9. 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 QBO

    3 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  10. Allow invoice import with sales taxes enabled

    I would really like to use the invoice import feature but am unable to turn off sales tax ( related to https://feedback.qbo.intuit.com/forums/920245-quickbooks-mobile-feedback-forum/suggestions/44869786-ability-to-turn-off-sales-tax-in-qbo )

    Please make this feature a priority, as it will save me hours every week.

    2 votes

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  11. I would love if I could put Open Invoices on shortcut column

    Be able to put Open Invoices on Shortcut column

    2 votes

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  12. Allow alphabetical sorting of services on invoice

    Allow alphabetical sorting of services on invoice instead of date sorting only

    2 votes

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  13. 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

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  14. 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

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  15. 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 total

    Currently 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

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  16. 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)

    2 votes

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  17. 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

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  18. 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

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  19. 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

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  20. 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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