QuickBooks Mobile Feedback Forum
24 results found
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3 votes
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Import Journal Entries in to Quickbooks online
Hello,
I use the journal import feature in QuickBooks desktop but I have moved onto QuickBooks online now and I will love to import my journal entries just as before.3 votes -
new features of quickbooks desktop 2024
QuickBooks Desktop 2024 is a new version of a wide range of accounting software that has created new trends in the market. The new version includes many new and exciting features such as: Improved privacy, increased efficiency, and useful snapshots of a user's current inventory. The new QuickBooks Desktop initiative has features that improve visibility and control. This version facilitates routine tasks that can be automated using accounting software's tools and extensions. This allows users to do more for their customers. This section describes the latest features in QuickBooks Desktop 2024. This latest version of QuickBooks software provides better security,…
1 vote -
1 vote
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I would advise against opting for this platform.
QuickBooks Online consistently fails to address issues promptly, displaying a sluggish response time. The classes-section is not working properly, and despite numerous attempts to seek assistance from customer service, resolutions remain elusive after hours of engagement. I would advise against opting for this platform.
1 vote -
Allow class codes for auto recorded transactions
It would be nice if we could assign a "class" to transactions that are auto recorded by QuickBooks. Examples of this would be the CC processing fees, discounts, and other auto recorded items. Right now I am manually editing each item which is a huge waste of time.
1 vote -
PO Report with details
Why isn't there a report that lists the details of a PO with the column titled Manufacturer's Part number on it? How can I get a custom report like this. When I add MPN as a custom field on the current report, the column is blank. HELP!!! I need a report of all purchase orders with all details for anything purchased including items NOT on the item list in QB. When I place an order, the PO entry has a place titled Manufacturer Item Number, but I can't find a report that includes this info. I need it to evaluate…
1 vote -
Make it easier for credit/overpayment refunds to be entered on QB
The work around that needs to be done when you issue a refund or receive a refund/credit refund on QB is too complicated for anyone without accountancy training. It’s fine to do as an accountant, as we understand the double entry processes that need to be put through, but trying to explain all the transactions that need doing when a client wants to do this themselves can cause huge problems and takes much longer to explain than if we just did it for them!! Can’t QB create a refund credit/overpayment option that does all the transactions/journals in the background (in…
1 vote -
Make EVERY Business Happy by making Reconciliation Helpful
The person that designed it has never had to figure out an account that won't reconcile. First off, the time you REALLY need a Reconciliation Discrepancy Report/Tool is during reconciliation when you have differences. The existing Reconciliation Discrepancy Report is pretty useless, nothing is filterable, you can't highlight and can copy values, and there's no export. For deleted items, you don't even list the date they were modified. All it does is shows you things that changed. If you want to make a Reconciliation Discrepancy Report that is helpful, make it directly accessible while you are in the Reconciliation Application…
1 vote -
Tags per line item/journal entry
Tags have become a critical way for us to do proper budgeting for our non-profits transactions and to give our operational divisions a way to know what they've spent without cluttering up our chart of accounts for when we pass our finances off to our accountant for taxes. The fact that we can't
1) add tags to journal entries and
2) add tags to individual line items in split transactions/journal entriesis a huge problem for us and means that we either have to go back to having a chart of accounts that is a mess, or we have to…
9 votes -
advanced search filters
Include "Class" and account types in Advanced Search QBO
It is critical to be able to search ALL our transactions in QBO - to do this efficiently we need to be able to filter for "Class" in the Advanced Search function. Also, search by account type or just account is not available. These (and many more filters) were available for a long time in QB Desktop. Since this is simply searching existing data, why is "Class" not searchable?? Please add "Class" as a filter in Advanced Search within QBO.1 vote -
Supplier Credits - simplify the current 3 step process to match supplier credit with bank feed
There should be an option to match a bank receipt directly from the bank feed to a supplier credit.
The current process is laborious particularly where numerous supplier credits are received.1 vote -
Allow for multiple tax rates. This is necessary because the Square to Door Dash integration creates a new tax rate
I understand this feature exists on Quick Books Desktop. Currently the integration from Square to Quickbooks is failing because the Square/DoorDash integration created a new tax. See images attached.
2 votes -
customer or project can be added to a banking rule
It would be helpful in assisting with automation if the customer or project can be added to a banking rule
2 votes -
Please allow the user to select how the Transactions>Banking page displays the banks info.
Please allow the user to select how the Transactions>Banking page displays the banks info. I'm not sure why one of my companies shows all of the banks across the top and my other company shows the banks by selecting from a dropdown list. I would prefer to view all banks on a single pane.
1 vote -
Remind users via email to refresh their bank connection
Send an email reminder to customers when their bank connection refresh is due, to ensure that all transactions get uploaded.
I didn't log into my account much during 2020 because of the pandemic, and as a result six months of transactions didn't get uploaded to my QB account, which I'm now having to upload manually.
I knew the connection needed refreshed every so often but I thought all transactions would come through no matter how much time had passed. I didn't realise that if you didn't do it every 90 days you risked having missing transactions. Had this been more…
4 votes -
Re-order reports by clicking on the column header
Re-order a report, such as VAT detail, by clicking on the report header. Currently the reports are in date order, but if by clicking on Amount the report was sorted by amount it is easier to spot duplicated transactions.
Click on Supplier to re-order by supplier, gives the opportunity to review all transactions from that supplier - rather than having to export to excel1 vote -
Enable Open Banking Protocol for Buisness Accounts with Triodos Bank
Both Quickbooks Online and Tridos Bank UK are accredited to use the Open Banking Protocol for seamless trasaction history updates from buisness' banking providers to their QBO accounts.
There is no reason that Triodos should remain unsupported by QBO.1 vote -
Rule names
When making a new rule, it has to be named. Fine.
But when QB refers to a rule when offering help, suggestions or error messages, QB identifies which rule they are referring to by the first category visible in the description of the rule.
For example: I have several rules with line item "ATM......" so I have named the rules clearly to avoid mis-postings, but when there is a problem, I have to search all the rules to find which rule they are referring to. Time wasted. If you insist on a name for the rule please make use of…1 vote -
There is only Two Decimal points its effecting my business especially in GCC countries .that is the only reason i am quitting Quickbooks
There is only Two Decimal points its effecting my business especially in GCC countries .that is the only reason i am quitting Quickbooks
1 vote
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