1453 results found

1. Improved Management of QB Notifications from Mobile App

   Ability to edit QB notification recipients. Have multiple recipients per notification type.

   23 votes

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   3 comments  ·  Delete…  ·  Admin →
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2. Create Statements in the Mobile App

   Not being able to create and print a statement from the app is really the most stupid and time wasting thing I’ve ever seen. All these ridiculous updates being done and you can get this one done. Pure insanity

   33 votes

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   9 comments  ·  Other Transactions  ·  Delete…  ·  Admin →
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3. Edit Billing/Shipping Address for Clients directly on the Invoice or Sales Receipt in the Mobile App

   Customers want to edit the shipping and billing address on the invoice itself. Currently, you would have to select the customer, click on the circle i symbol, and edit the Customer's Profile information. Users want to do this per invoice. Override ability.

   11 votes

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   2 comments  ·  Invoicing  ·  Delete…  ·  Admin →
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4. Create Recurring Invoices in Mobile App

   I am not able to send recurring invoices for guests at my extended stay motel. So I am still using square for payments. I would like to be able to use quick books for invoices but am unable to without this feature.

   29 votes

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   6 comments  ·  Invoicing  ·  Delete…  ·  Admin →
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5. Shortcuts/Siri Suggestions for the Mobile App

   Users want the ability to create shortcuts/Siri suggestions for the mobile app. Speed to Benefit!

   4 votes

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   0 comments  ·  Delete…  ·  Admin →
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6. Offline Mode in the Mobile App

   Allow us to create invoices and other transactions while offline, and as soon as we have internet access again automatically "send" the transactions to our account so they're available to view on any device

   27 votes

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   3 comments  ·  Miscellaneous  ·  Delete…  ·  Admin →
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7. Receipt Capture Feature for Income

   I love the feature where you can forward your receipts to receipts@quickbooks.com. However, I just wasted a lot of time trying to match an income receipt. It turns out, it's not possible to match an income receipt. You have to download the receipt from your email/app and upload it to Quickbooks.

   Please allow the receipt forwarding to be used for Income,

   1 vote

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   0 comments  ·  Delete…  ·  Admin →
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8. Better invoice options

   Invoice default is set to print by invoice date (only). Our business works with builders who would like their invoices by subdivision and lot number then separated with a blank line between each subdivision to make it easier for their bookkeeping. They do not want separate invoices for each subdivision. Example they may only have 1 entry for lot number, then several entries for the next lot number.

   I can separate by Product/Service but this will be a lot of additional entries, tried entering the date in the description field but the problem still lies that when the invoice prints it defaults back to the date order. The builder does not want to see subdivision, lot # and and description of work on entry line item.

   Not particularly fond of the Balance Forward section. Prefer previous with one line or box stating Balance Forward. Now it takes up a quarter of the page with Balance Forward, Other Payments and Credits, Other Invoices, etc. Couldn't we have an option as to the format we need as a business.

   Thanks,
   Judy Disney

   Invoice default is set to print by invoice date (only). Our business works with builders who would like their invoices by subdivision and lot number then separated with a blank line between each subdivision to make it easier for their bookkeeping. They do not want separate invoices for each subdivision. Example they may only have 1 entry for lot number, then several entries for the next lot number.

   I can separate by Product/Service but this will be a lot of additional entries, tried entering the date in the description field but the problem still lies that when the invoice prints… more

   2 votes

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   0 comments  ·  Invoicing  ·  Delete…  ·  Admin →
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9. Ability to print reports in the mobile app

   Be able to print reports like the P&L in the mobile app

   26 votes

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   1 comment  ·  Miscellaneous  ·  Delete…  ·  Admin →
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10. Improved Sales Form Delivery and Payment experience between QBO Companies

    A QBO company issues invoices to another QBO company. Currently, the receiving QBO company will need to create a Bill for the invoice issued by the first QBO company.

    it would be much more efficient if the receiving QBO company could auto-receive the invoice into its QBO without having to manually create the Bill.

    We heard that Xero already has this functionality.

    1 vote

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    0 comments  ·  Invoicing  ·  Delete…  ·  Admin →
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11. Add Credit Card Credits in Mobile App

    As a general contractor, I regularly purchase items and add them as expenses assigned to projects/clients with the mobile app. However, when I return product and get a refund, the mobile app does not currently support adding a Credit Card Credit - it must be done through the web version. It would be great to have the same receipt photo capture functionality as adding an expense for Credit Card Credits on the mobile app.

    18 votes

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    1 comment  ·  Bills & Expenses  ·  Delete…  ·  Admin →
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12. Improved Receipt Matching and Expense Report in Mobile App

    Receipts feature is nice BUT I will continue to use Expensify because it allows for Expense Reports and mapping reciepts to them AND creating 1 pdf that contains the receipts for that report. This feature is similar to another feature asking for marking as billable, but even that is useless without being able to generate a single report showing the expenses attached to an invoice. This will make Expensify obsolete intantly.

    2 votes

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    0 comments  ·  Receipts  ·  Delete…  ·  Admin →
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13. Masking Personally Identifiable Information (PII) in QBM
    2 votes

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    0 comments  ·  Delete…  ·  Admin →
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14. Create Transfers in the Mobile App

    Add the ability to create a "Transfer" transaction from within the Mobile App

    24 votes

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    0 comments  ·  Other Transactions  ·  Delete…  ·  Admin →
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15. Estimates Tracker in the Mobile App

    Allow us to see whether a customer has seen an Estimate, just like we can with Invoices

    21 votes

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    1 comment  ·  Estimates  ·  Delete…  ·  Admin →
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16. Export to TurboTax in Mobile App

    Please include export to TurboTax!

    1 vote

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    0 comments  ·  Delete…  ·  Admin →
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17. Use CIS functions with the mobile app

    Currently the CIS sale invoicing function doesn't work with the app. Lots of client use the app but are unable to use this function correctly.

    17 votes

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    2 comments  ·  Delete…  ·  Admin →
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18. Filter profit and loss by "This Financial Year" in the Mobile App

    The app used to allow you to filter the profit and loss by 'THIS FINANCIAL YEAR'. For some reason they removed that option (the most useful one of all). Instead, the available options are 'As of Today', 'This Month', 'This Month to Date', 'This Quarter', 'This Quarter to Date', 'This year', 'This Year to Date', 'Last Month', 'Last Fiscal Quarter', 'Last Financial Year' and 'Custom'.

    I appreciate you can generate a report by selecting 'Custom' and putting in the dates manually. But surely a program designed to track financial transactions should at least have one of the 10 default options being 'This financial year' (and frankly, 'This financial year to date' would be useful too). Surely that option is going to be more useful than the 'As of Today' option (which I cannot imagine anyone but the largest of organisations ever using for a profit and loss)

    The app used to allow you to filter the profit and loss by 'THIS FINANCIAL YEAR'. For some reason they removed that option (the most useful one of all). Instead, the available options are 'As of Today', 'This Month', 'This Month to Date', 'This Quarter', 'This Quarter to Date', 'This year', 'This Year to Date', 'Last Month', 'Last Fiscal Quarter', 'Last Financial Year' and 'Custom'.

    I appreciate you can generate a report by selecting 'Custom' and putting in the dates manually. But surely a program designed to track financial transactions should at least have one of the 10 default options… more

    5 votes

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    0 comments  ·  Delete…  ·  Admin →
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19. export reports to google sheets

    At the moment, exporting reports are either in excel or PDF format. It would be good to also be able to export to google sheets

    5 votes

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    2 comments  ·  Delete…  ·  Admin →
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20. Account Maintenance in the Mobile App

    There is no current way to downgrade licenses if a customer needs to.

    this is really unhelpful i was advise i could download the data and then re-import most of it into a new account however this could not be done for journal entries and any invoices you have previously match would have to be re matched.

    Meaning i would have to go through and redo lots of work for a client. this is really not suitable as if you did not go through and redo all the transactions or journals the balance sheet would be wrong not great when you need information to be correct for reporting purpose for example to HMRC.
    Customers might need to downgrade but to have to go through all previous transactions for example and rematch them this would take a long amount of time especially if your have 2 or 3 years worth on the old licenses you would expect in this day and ages that Intuit would have a way of migrating data to a new account, i can understand losing some functionality in certain area that might have been available on say the plus version if you downgrade to essentials but not to have to redo basic data.

    There is no current way to downgrade licenses if a customer needs to.

    this is really unhelpful i was advise i could download the data and then re-import most of it into a new account however this could not be done for journal entries and any invoices you have previously match would have to be re matched.

    Meaning i would have to go through and redo lots of work for a client. this is really not suitable as if you did not go through and redo all the transactions or journals the balance sheet would be wrong not great when… more

    14 votes

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    2 comments  ·  Account/Subscription  ·  Delete…  ·  Admin →
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