QuickBooks Mobile Feedback Forum
55 results found
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3 votes
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PO & Quotation Template
The PO & Quotation template could not be customized to user needs according to the business nature. There is an option to send the PO digitally but the form still contain a section whereby the person need to fill up the approver details and date.
Please look into create the template as attached.
3 votes -
Provide the ability to filter on STATUS for custom reports
Everyone should have the ability to filter on STATUS for custom Estimate reports. Without it, we have to use a combination of custom date ranges and custom fields to properly filter - highly inefficient.
3 votes -
service rate cannot be negative
I prefer to give my discounts as line items as I only discount my services not parts. QBO allows the service rate to be -0.15 (for 15% discount) but in the app i cannot set a negative rate.
2 votes -
I own a service business. Why did work orders feature get left out when When you switch to the online version. QB won’t fix so I am leaving.
I am one of I’m sure thousands of service businesses that is using Quickbooks. I have been using QuickBooks for 18 years for my small business unfortunately I made the switch from Desktop to Online in 2021, big mistake. Quickbooks left out the work order feature in the online version and if I would have known that I would have never switched. Service businesses use work orders to assign work to their work crews working in the field so that their crews will have the scope of work, job site location and the customer contact information on the work order…
2 votes -
Estimate CTA Display Botton
The same message is displayed three times in three different ways:
- Preview before sending the estimate: "Print and Save" button.
- Preview in email from the client's view: "Review and Pay" button.
- View from QuickBooks page: button "Accept or Decline".
I've spoken today with Ringo from the Quickbooks help desk and he told me to raise a suggestion here.
I think that the bottom should be the same message every time the client gets confused (it happen to my clients)
2 votes -
Excel Import for Estimates!
The Estimate function would be much easier to use if it supported an Excel import feature just like Invoices. I need to enter several hundred estimate line items for my project and use progress billing. Please create an import interface!
2 votes -
Cancel the New Estimate Acceptance Process
My QBO was recently updated and now it request me an acceptance process before I can convert the estimate to an invoice.
How can I disable it?? It's now taking me a long time to process my estimates into invoices.
2 votes -
Add image or product image inside the ESTIMATES rather than attaching it
It would be hard if its not inside the ESTIMATES other clients still need to ask which is which. You should come up with an idea where you can upload the product image directly to the estimates not as attachments
2 votes -
Add Pictures to Estimates
The ability to add a picture of the product to the estimate.
2 votes -
Option to upgrade to the new Estimates/invoice layout
I spent 2 hours speaking to representatives about this issue. The goal is to send an estimate, have the customer accept the estimate online, and have a deposit requested automatically.
The OLD invoice layout does not allow this. The new one does. There is no way to upgrade from the old one to the new one. The representative suggested i create a new QBO account, which I did, and it had the new layout. Then i would need to backup all of my data from the old account and move it over manually. Its crazy to request that from a…2 votes -
Add a PPrice Column in the estimate/invoice that only the business owner can see
I just moved over from using the QuickBooks 2014. Much to my surprise I have been using a feature that is critial to my business that you don't have in your cloud version. I have been using a PPrice (Purchased Price) column on my estimates and invoices that helps me determine what I will change the customer per item. As a Master Gardener I purchase plants from many nurserys and list my cost in that column. The PPrice Column disappears when I print or send the invoice/estimate to the client or vendor. I have been relying on the feature so…
2 votes -
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1 vote -
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1 vote -
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1 vote -
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1 vote -
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1 vote -
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1 vote -
"Review and Send" removed from edit panel on estimate.
Why has "review and send" been removed from the estimate edit panel? I should not have to jump through hoops in order to send an updated estimate to my client.
1 vote
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