QuickBooks Mobile Feedback Forum
1763 results found
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Autosave
I've lost countless hours working on estimates/invoices only to lose that work because QB kicks me out of the program or I step away from my computer for 15 minutes and the program doesn't autosave these estimates/invoices. Autosave should be an added feature to QB.
1 vote -
Bank accounts show that they are connected, but they don't auto update nor do they update with the use of the update button
For several months now I have contacted Quickbooks support to try to figure out why transactions in my bank accounts don't update into quickbooks. The support agents have all gone through the same steps to address the issue.
1. Edit sign in info for each account
2. Use the update button
3. Edit account info
-Disconnect the account
-Reconnect the account
Using the third step shows that the account was updated, however as soon as I begin getting new transactions in my back account they do not show in Quickbooks. Support agents then tell me that they will send my…1 vote -
Help Tickets created
I had a question for Quickbooks Online Help. I had to give all my information, account #, email address, First & Last name. Then I asked my questions, after 30 minutes of Monitor Share with remote session trying to clarify my questions and discern what she wanted me to do. She transferred me to a different deposit. Once I was transferred I had to start all over again. What is name, account #, email, etc. Here is my questions and I finally got the answer I needed. It took me about an hour to get my question answered.
I propose…
1 vote -
Use email for sending verification code
The only option to send code when editing an employee is only through cellphone. Can you add an email or the authenticator app? Thanks
3 votes -
I want to Print W4 in QuickBooks Online, Suggest me some easy ways to do it by myself
Printing W4 forms in QuickBooks Online is a simple process that you can do yourself. Here's a step-by-step guide to help you get started:
Log in to your QuickBooks Online account and navigate to the Payroll Center.
Click on the "Employees" tab and select the employee for whom you want to print the W4 form.
Click on the "Edit" button next to the employee's name. Scroll down to the "Taxes" section and click on "Federal Taxes."
Click on the "Print" button next to the W4 form. Review the form to ensure that it is accurate, and then print and distribute…1 vote -
Separate Pay Rate Lines attached to different LNI codes
Construction companies whom have employees completing separate job descriptions per their Labor and Industries rates need to be able to have separate hourly rates, and hour boxes linked directly to the LNI rates provided by the state. I have one employee whom completes clerical work, and does for example painting, interior and exterior construction along with roofing. All of these job descriptions have extremely different LNI rates, the system should allow us to enter the broken down hours between each job rate and hourly rate instead of having to pay one rate on all of the hours when it is…
2 votes -
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 -
Can't use Quickbooks online because my account is stuck in dark theme
I am unable to use Quickbooks online because my account is stuck in dark theme. I've tried working with support but they are unable to get me out of dark theme. The dark theme is buggy and effectively unusable.
1 vote -
Different invoice format for different currencies with correct bank details
We have customers who bill in different currencies. I can ingest all of the bank details for each account - but for some reason I can only set one payment details option on invoices that go out. Ideally I would like to be able to have an invoice format per billed currency and assign each customer an invoice format - so that I can get the payment details correct on each invoice we send
1 vote -
Edit (or Enter) Invoice Number on QB Mobile
With the new layout using Quickbooks Mobile (iOS), we can no longer edit our Invoice Numbers. This will not work for our company as our Invoice Numbers correspond to a number of things and are NOT sequential (the default automatically provides Numbers we cannot use).
Using Quickbooks Online (where we can edit the Invoice Numbers) through my phone's browser or on a computer will not be an acceptable long term solution. I'll limp along with this for a few days while I search for another Invoicing Software.
Fix it, and you keep a customer in us. Thanks for your great…1 vote -
Multiple Pay Types
Have the ability for multiple pay types in QBO payroll; i.e. Salary 1, Salary 2, Salary 3, Hourly 1, Hourly 2, Hourly 3, so we can point these various types to different QBO payroll accounts.
1 vote -
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 -
Bulk update custom fields
When we create a custom field to capture specific customer details. there is no way to bulk update all customer's custom fields.
2 votes -
Add a "Holdback" field
Please add a "Holdback" field to the bottom of the invoice, where the "discount" field is.
1 vote -
Turn off Multicurrency
You should have an option to turn off Multicurrency if we've decided to turn it off.
1 vote -
Search Custom Fields Under Customer or Vendor List Columns
Under the Customer or Vendor List, if you enable a custom field as a column to display on the list you should be able to search that custom field column using the filter search right about the customer or vendor list. Without the ability to search that column it becomes useless to display custom fields as column on the customer list or vendor list.
1 vote -
Be able to format the body of the email sent with invoices i.e. highlight, bold etc
it would be nice if we could format the body of the email that is sent with invoices, i.e. highlighting something, bolding something, capitalizing etc so it stands out for the customer to notice. I don't think they read the message anymore since it is always the same standard message
1 vote -
Estimates/Proposals
Allow or create a template that allows users to create a proposal that explains the "scope of services" to be provided. My clients expect professional proposals, not estimates and I need to provide a description of the project, work to be provided/performed, schedule, and methods. The estimates templates do not work for professional services firms (engineering, consulting, etc.) See example attached
8 votes -
Off-Road bike Transport: Specialized Solutions for Transporting bikes
Off-road bike transport refers to the specialized solutions and services designed to transport bikes that are not suitable for conventional road travel. Unlike regular bike transport, off-road bike transport requires specific equipment and expertise to ensure safe and secure transportation. Specialized trailers and handling techniques are utilized to accommodate the unique dimensions, weight, and suspension of off-road bikes. Additionally, extra precautions are taken to protect bikes from potential damage during transit, such as employing proper securing methods and utilizing routes that are suitable for off-road transportation. Whether it's for recreational purposes or professional needs, off-road vehicle transport offers tailored solutions…
1 vote -
I believe having the option to print invoices again in the iOS app would be beneficial to all as well as being able to make a credit memo
I need the option to print and creat credit memos on the iOS app. Also I was able to go through sale based on date and now that is no longer an option either. These are key, for many like me trying to run a business and keep our customers happy.
1 vote
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