QuickBooks Mobile Feedback Forum
140 results found
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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 -
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 -
Product/Service Column in Invoices not showing full description
Within an invoice they have now changed the formatting so that in the Product/ Service column as you type in your product its duplicated meaning you cant see the full description, I have multiple products with the same name and different flavours so i am now unable to see the flavour to select with it being like this, I would like to request it to be changed back to the original formatting as this is causing a problem for me and wasting time selecting products just to find the correct flavour.
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
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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 -
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 -
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1 vote -
1 vote
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Date related merge codes in invoices, receipts, transactions, etc
Allow for a set of merge codes to be used in invoices, transactions, & receipts.
Some basic mergecodes would be around date. This would allow us to put billion periods in line items.
For example if an invoice is sending in May, but will be for June services can use a merge code like %%NEXTMONTH%% or %%MONTH+1%% to insert the month of June.
Merge codes that may be valuable include:
- Date (various formats)
- Month
- Year1 vote -
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.
1 vote -
Bring back auto-populating images of receipts tied to expenses to email with invoice. QB ONLINE DESKTOP
Images or PDF's of receipts tied to expenses used to auto-populate at the bottom of the invoice with the option to add them to the email when sent to the customer. This option no longer exists since the update, and I have to go through my files and images to back up the expenses manually, one by one. I am in construction and buy a huge volume of products that are billable to the client, and this adds HOURS of work to produce an invoice that was never an issue before the latest update. I was on the phone with…
1 vote -
Simplify the Invoice Creation Screen
Your "new" UI for creation of invoices reminds me of when Microsoft launched Word 6.0 in 1993. All the options and pull-downs serve no point and make it harder to work, not simpler.
Example: https://share.cleanshot.com/PNk5tybq
Bring back simplicity, please! I can still use a simpler UI when I create a recurring invoice. Are you seriously going to take this simplicity away??
Example: https://share.cleanshot.com/28N8Lgvc
1 vote -
Non Tax line items shows "T" (tax)
How do our clients decipher which line items are non taxed if the "T" is showing on all line items...example of our invoice is attached.
How do we fix the non tax line items not to show as taxed?fyi...The attached invoice has a non tax line item on it but it shows a "T" .
1 vote -
Sales Tax Based on location is necessary for service at location businesses
As of 5/8/2024 I lost the ability to apply sales tax rates based on location of our customer. This is a needed feature for a service based business, such as a electrician, where we travel to the customers location and they are required to pay sales tax based on their location not our place of business. The new form does not allow me to do what I've done the past year to type in location and then QB calculates their sales tax. I can now only first determine customers sales tax rate then override the sales tax that QB wants…
1 vote
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