QuickBooks Mobile Feedback Forum
121 results found
-
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 -
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 -
New invoice format isn't working!!! Customization not working at all.
I can't add items to bundles via drag and drop like I used to. The customer messages at the bottom are saved in my custom form settings but don't show up in the actual invoices. The payment terms section is also blank even though I have saved them in the settings as well.
This new modern format is a disaster and no amount of trying to fix it on my end is working. This has added 5x the amount of time and effort I have to put into ALL invoices that I need to send. UNACCEPTABLE QUICKBOOKS!2 votes -
Allow alphabetical sorting of services on invoice
Allow alphabetical sorting of services on invoice instead of date sorting only
2 votes -
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 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 -
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 -
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 -
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 -
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 -
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 -
Remove the automatic shipping and billing fill-in information for different addresses.
Remove the automatic shipping and billing fill-in information when creating an invoice for accounts that have different billing and shipping addresses.
2 votes -
custom edit Statement form
Why can't we edit the layout in Statement forms. Quickbooks layout is shocking!
2 votes -
Adding QR to invoices
Please I need the process step by step to add the QR to my invoice, I have tried all the suggestions but until now I'm not able to do so.
2 votes -
Ability to add product pictures to products and sales form on the Mobile App
IT WILL BE REALLY NICE AND GOOD FOR THE MANAGEMENT OF THE PRODUCTS AND INVOICE IF I COULD ADD THE ITEMS PICTURES IN THE INVOICE EVERY TIME I MAKE INVOICE.
2 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
2 votes -
2 votes
-
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
- Don't see your idea?