QuickBooks Mobile Feedback Forum
159 results found
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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 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 -
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 -
Can there be custom field for products, which will be shown as per item line in the invoice? This function is available in Quickbook Desktop
Can there be custom field for products, which will be shown as per item line in the invoice? This function is available in Quickbook Desktop
1 vote -
Allow the Product/Service Line to be Blank When Providing Multiple Descriptions for One Service!!
With the old QuickBooks invoicing I was able to provide multiple descriptions with quantity and rate for one product/service. Now with the new QuickBooks, I can't leave any product/service line blank and the system will autofill with "Sales" regardless of how many times I delete it. PLEASE change this back!!
1 vote -
higher resolution logo
Please provide higher resolution logos. It's a bad look to have a fuzzy logo.
1 vote -
Using QuickBooks most useful Features for accounting tasks
QuickBooks offers several indispensable features for accounting tasks. Its invoicing function streamlines billing processes, while expense tracking simplifies financial management. Bank reconciliation ensures accurate records, and customizable reports offer insights into business performance. Moreover, payroll management and tax preparation tools enhance efficiency, making QuickBooks a comprehensive solution for accounting needs.
https://www.answers.cpa/blog/which-quickbooks-function-is-most-useful
1 vote -
what is this for ?" Import invoices isn't quite ready to support sales tax We're working on it. Support for sales tax will be coming soon.
unable to use batch invoice? why?
1 vote -
When you get a signature in the mobile app on an invoice, the signature needs to show up on the invoice pdf preview.
Warranty works require signatures on final invoices. Right now, I can get the signature in the mobile app, but it only attaches an image of the signature to the invoice. I need it to display the signature on the printed pdf of the invoice. An image of the signature is rejected.
1 vote -
Invoice Date Displays Wrong In Web Interface
The invoice and sales screen currently display the date wrong. All the other modules work fine except the Invoice and Estimates screens where the date is displayed like 23-1-1 instead of 2023-01-01. This broke during the redesign.
1 vote -
Show QUANTITY TOTALS on Invoices, and as subtotals.
The ability to show quantity totals just as you do subtotals and totals of cost. This is very important for me in particular to show total hours worked.
1 vote -
1. Interest.
Automatically charge interest to customers with outstanding accounts
1 vote -
1 vote
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Allow non company admins to customize invoices
Presently only company admins can customize existing invoices.
1 vote -
Share Invoice Links
I was told that it is no longer possible to share invoice links. If true, that's one of the dumbest things I've ever seen.
We frequently use that feature to send reminders within other emails to clients. Plus, invoice reminders sometimes go to spam or email categories and sending a link helps the customer find it. Removing this feature was idiotic.
1 vote -
Barcode
Be able to use barcode scanner for faster checkout using the go payment.
1 vote -
Fix the invoices input in app
On the mobile app, Samsung note, the quickbooks online app had an update. Prior to the update, invoices were able to have numbers and letters which was very helpful. I submit invoices to a home builder that likes to have the invoices as the home addresses. Under the new update, only numbers are able to be inserted. Please fix this. On the desktop site it's still operational, but I need to do invoices on the go.
1 vote -
QuickBooks is Unable to Send Invoices
QuickBooks desktop is unable to send invoices. The entered password does not validate the authentication. Please check this troubleshooting guide to fix this issue.
https://qbtechs.com/how-to-setup-and-configure-email-services-in-quickbooks-desktop/1 vote
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