QuickBooks Mobile Feedback Forum
2976 results found
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Changing Sales Tax Rates for ALL Customers at the SAME TIME
Recently Cedar City, Utah updated the Sales Tax Rate from 6.2% to 6.45%. When entering new invoices, the Sales Tax Rate defaults to the "based on location" option. I have over 700 customers that I need to update the Sales Tax Rate for. At this time, I will need to do it 1 at a time. If there was an option to change this for all of the customers, at once, it would save a ton of time!
1 vote -
Project Status Field Update and/or Customization
Currently, the status of a project is limited to "Not Started", "In Progress", "Completed", and "Canceled". Preferably, this would be able to be customized so that the statuses are relevant to the users. If not, at the very least, it would be helpful to have a status that is "On Hold" or "Waiting". For example, these projects would be ones where progress invoicing has started, but won't continue until a later date. Using this status, I could filter and exclude those projects from day to day. As far as I can see, this status isn't tied anywhere else, so I…
1 vote -
1 vote
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Several Ways to Fix the Quick Books Error Code 1618
QuickBooks is a kind of software used in both small and large businesses but there are few errors that can occur and stop the users from installing the software. QuickBooks error code 1618 is a type of error that occurs when installing Desktop QuickBooks and is responsible for various glitches. A complete guide to error code 1618 can be found in the product’s installation log file. Here, the causes and the remedies for fixing the error code 1618 are described in detail. Let us go through them step-by-step.
Read more: https://www.axpertadvisors.com/quickbooks-error-1618/
1 vote -
Allow signature capture on custom invoice templates
Currently users are able to capture a digital signature on invoices using the mobile app. However this feature is only available using the default invoice style and template.
Upgrading the software to allow for this same feature using custom invoice templates allows users to track receipt of product or services while also keeping a strong brand image with invoicing.2 votes -
Custom Role Issue
Something was broken with Custom Roles between 10/16/2023 and 11/1/2023 that resulted in anyone being set to a Custom Role could now not see the filter at the top of the Customer page.
This results in no way to filter to Overdue Invoices from the Customer Page, which is the only way you can create Batch Statements.
Timeline of events -
After much troubleshooting we reached out to Quickbooks
I spoke with Quickbooks on 11/14/23 and they told me it was a known issue and would open a ticket to email me.
I spoke with Quickbooks on 11/28/23 and they…1 vote -
Add more columns when importing data
Adding more coulmns to allow importing of all bank data. 4 coulmns is not enough when you categorize your bank transactions in the bank's online software. If we could get the following columns; Date, Description, Memo, Account (from CoA) and amount that would allow an import whereyby I can set-up rules to have the imported info entered in with the correct account from the CoA.
1 vote -
Please add Vendors open balance by class and I had this reports in QB desktop but not in Online one.
Please add Vendors open balance by class and I had this reports in QB desktop but not in Online one.
2 votes -
QuickBooks Server Busy: This action cannot be completed because the other program is busy.
QuickBooks Server Busy Error usually appears when QuickBooks is unable to establish a connection with the server or when the server is busy processing other requests.
To troubleshoot this error, you can try the following steps:
Check your internet connection: Ensure that your internet connection is stable and working properly. Poor connectivity can cause QuickBooks to lose its connection to the server and trigger the server busy error.
Restart QuickBooks: Try closing QuickBooks and restarting it. This can sometimes help resolve any temporary issues causing the error.
Update QuickBooks: Ensure that you have the latest version of QuickBooks installed on…
1 vote -
Where To Buy Essential Oils in Singapore
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1 vote -
1 vote
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RETRACT an inadvertent mistakenly sent invoice tab
RETRACT an inadvertent mistakenly sent invoice tab
2 votes -
Develop an envelope system
The ability to set aside money into envelopes would be great. So if you have 1 actual bank account for your business but you’d have the ability to earmark funds for set purposes. Let me provide an example let’s say you have $2,500 in your one bank account for your business but $500 of that $2,500 you want to earmark or allocate to refunds maybe $600 of that total $2,500 you want to allocate to advertising etc.
1 vote -
Add COA category for "statistical" for such things as hours worked. would not show up on normal financial reporting
Please add a "statistical" category to the chart of accounts to capture things like "hours worked". (the double sided entry would be to two statistical accounts, obviously. Obviously those kinds of data can be captured outside the financial system (QB) but it's nice if relevant data is stored in one place rather than several different sources/spreadsheets, etc. For example, I would like to benchmark our cost per tech per hour. That would be a much easier report if I were booking a monthly entry to track the hours worked in the system. And there are other examples of useful statistical…
3 votes -
I want to be able to run a P&L and filter by "customer type"
I want to be able to run a P&L and filter by "customer type." I believe it's doable on a desktop, but we are on QBooks Online. We want to distinguish which clients belong to which department via customer types. We are a CPA office with thousands of clients.
1 vote -
What are the steps to Print W4 in QuickBooks Online Payroll? Are they different from the steps in QB Desktop?
Yes, the steps to print W4 in QuickBooks Online are different than that of QB Desktop Payroll. The steps are given below:
Go to the Payroll menu and choose the Employee name.
Then click on the Edit button followed by Pay > 2020 W-4.
After that, enter your employee's required W4 information in the form.
Once you have filled out the form, click Save and Done.https://dataservicesolutions.com/blog/print-w4-in-quickbooks-online
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 -
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1 vote -
Forward via email both Invoice (bills) and invoice credits to QBO
I frequently forward emails containing Invoices (bills) in PDF format to: myfakeaccount@qbodocs.com. QBO does a fairly decent job of adding the bill to my account, but fails miserably when sent a Credit Invoice. Since the word CREDIT is prominently displayed where INVOICE is usually found I would think it a fairly easy transition to ad a credit to my vendor account, but NO I must delete the bill it has created and hand add a Credit invoice.
I thought I read that QBO is using A.I. yet it doesn't seem to learn which GL accounts should be suggested for…
1 vote
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