QuickBooks Mobile Feedback Forum
159 results found
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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!9 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 -
new invoice view
New Invoice View is not helpful. It changed our standard invoice template and you can't see the full addresses anymore because the boxes are too small and cannot be expanded. Also, when you print/download it used to drop automatically to the previous file/folder that the last invoice was printed/saved to and it gave a default file title of "Invoice #XXXX" and now it doesn't do that. It opens a new tab and assigns a random number and you have to download it again. Please fix this or allow us to go back to the old view.
1 vote -
Quick Tips for Efficient Invoicing in QuickBooks
Hey!
I've been working on improving my invoicing process and wanted to share some quick tips. Keeping customer information up-to-date has been a real time-saver for me. I've also found that using customized invoice templates helps maintain a professional look for my business.
One thing that's made a big difference is setting up automatic reminders for overdue invoices. It keeps cash flowing without those awkward follow-up calls.
As my business grows, I'm considering outsourcing some financial tasks. I recently came across https://acgile.com/, which offers professional accounting services. Has anyone used similar services to complement QuickBooks?
What are your favorite…1 vote -
JetBlue Missed Flight
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1 vote -
Nieuwe Schattige Konijntjes Kleurplaten voor Creatieve Kids
Welkom bij nog meer kleurplezier met onze schattige konijntjes kleurplaten! Deze keer hebben we weer drie nieuwe, schattige konijntjes om in te kleuren. Laten we meteen aan de slag gaan en je creatieve talenten laten zien! Vergeet niet om meer prachtige kleurplaten te vinden op de Kleur-v-Kind-website: https://kleur-v-kind.com/konijntjes-kleurplaat/.
Konijntje met Wortel
Dit schattige konijntje zit gezellig naast een grote wortel. Zijn grote ogen en lieve glimlach maken hem perfect om in te kleuren. Geef de wortel een mooie oranje tint en laat het konijntje stralen met jouw favoriete kleuren. Deze kleurplaat is eenvoudig maar biedt volop ruimte voor creativiteit…
1 vote -
Report for outstanding invoices that have not been viewed
I would like to be able to create a custom report that will show outstanding invoices that have not been viewed by the customer. This would be a less time consuming way to check customer contact info to be sure the correct email is associated with the customer account rather than clicking through every outstanding invoice to see if it's been viewed or not.
18 votes -
How to Pass Your IBM Certification Exam on the First Try
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Add a feature allowing for Dynamic Messages on Recurring Invoices
When sending recurring invoices for "month ahead" services, it would make this recurring process even more worthwhile and effective if the invoice message could be made to update with a date appropriate message that changes each month to give the month the services are being billed for:
If it's issued on Feb 1 for services in March 2024, it would say "March 2024" in Feb, and then April 2024 on the March invoice and so on.5 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 -
Add ability to add columns to invoice and options to toggle on/off visibility when printing/PDF
I have read numerous complaints about the lack of options for hiding selected invoice columns when printing or saving as PDF. There are many situations where certain columns are valuable to be visible while creating an invoice however should not be visible to the customer when printed or saved as a PDF.
1 vote -
higher resolution logo
Please provide higher resolution logos. It's a bad look to have a fuzzy logo.
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 -
Change in Template of Invoice
Hi Team So while Printing the created invoice It has Subtotal, Tax and then Total, I want it as Subtotal VAT and total as I am sharing VAT and i need to send invoice to my client with VAT on invoice. Can you update the Template the of Invoice, and put VAT instead of TAX
1 vote -
FORMATO PERSONALIZADO
Se necesita que los formularios personalizados , permiten mas configuraciones manuales conforme las necesitades de cada pais , ya que es muy limitando configurar un formulario pero solo con las opciones que estan establecidas y muchas de ellas no cumplen con las funciones necesarias para adaptar la factura a lo solicitado por el gobierno, o tener la factura electronica actualizada que cada pais con su legislacion lo solicite
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
2 votes -
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 -
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 -
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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