QuickBooks Mobile Feedback Forum
2088 results found
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Please Please Please Please add TB by Class as this is a necessity for an NGO that runs different projects. For audit this is a necessity.
Please Please Please Please add TB by Class as this is a necessity for an NGO that runs different projects. For audit this is a necessity.
3 votes -
Allow an Invoice to be converted to Estimate
I need the ability to take an invoice I've created for a customer, and convert it to an estimate. We need this feature for two reasons:
We want to copy an invoice for a previous job where no estimate was ever created. Saves time by not having to reenter everything.
We accidentally copied an invoice and sent it as an estimate.....and now the "invoice" is showing in our aging reports. We never intended to create an invoice.
this is IMPORTANT!
5 votes -
Would be helpful if you export templates matched your import templates i.e customer notes
Would be helpful if you export templates matched your import templates i.e customer notes. Transferring a client form an existing subscription to a new one should be seemless, but unfortunately as your import and export templates do not match it is troublesome having to manually enter some info onto the new system.
3 votes -
Add Payment Term for EOM (end of month)
Hi, we need to define payment terms for invoices that are the end of the next month. For example, all invoices issued in January are due by the last day of February.
Thanks1 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 -
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
2 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 -
Make PO# visible on a linked bill
Just like the desktop version, I would like to see PO# on its bill without having to click "linked purchase order" on the bill screen
5 votes -
Require your customer care employees to pass an aptitude test.
I just spent 45 minutes talking to Heather S on Case:570023663. She did not resolve my issue, and instructed me to unnecessarily call my bank for verification of a transaction. In total, I wasted over 1 hour with her. I called back and spoke to Paul on Case:570028555 regarding the same issue. He resolved my problem and gave me the answer I was looking for in 9 minutes.
2 votes -
Remove "PERMIT" field from Bills/Expense entry
Please remove the PERMIT field from the BILL and EXPENSE entry screens as it is not relevant and takes up too much screen real estate. Adding the OPTION to use the PERMIT field where it could be removed if not applicable would be ideal. Thanks for your consideration
2 votes -
Stock Valuation
Hi,
I have been facing issues with stock valuation for few months now. e are using Cash basis as our account method. On the Balance Sheet, stock asset figure is wrong if we are using cash basis. But stock asset figure is correct if we are using accrual basis. I have spoken to the helpline a lot of times about and spent a lot of hours with them. Every time they suggest me to try something and then get back to them. We have been back and forth a few times. Finally 10 days ago, this query was passed onto…
1 vote -
Ledger Reports does not come with MEmo Description in all the transactions also Supplier TRN numbers. Would be helpful if we get that in the
Ledger Reports does not come with MEmo Description in all the transactions also Supplier TRN numbers. Would be helpful if we get that in the reports.
2 votes -
Currency Symbol Issue
Currency Symbol Issue (Pakistan)
I have just subscribed to this service for my business. And I want to report a currency symbol issue and would like it to be resolved immediately so I can start using it. I am operating from Pakistan in which there are two ways our currency is shown. One is in the form of "Rs" and the other is "PKR". But I am seeing " PRS " all throughout the platform which is a huge issue and I am unable to use it because of this, I can not send these reports in the form of…
1 vote -
I request that this system be upgraded to include new columns for Invoices & Estimates.
This will allow to do the following.
PRICE x QUANTITY x WORKING DAYS = AMOUNT
3 votes -
Please set the column widths on reports to allow visibility of the columns without the requirement to scroll across or to the bottom of th
The requirement to scroll across and down to review all the columns on a report is most frustrating and time wasting. It stops me recommending QB online. Can you please modify it to allow either columns to be edited out or width changes to suit individual requirement please.
3 votes -
PROFIT AND LOSS (FORECAST)
Update the Profit and Loss report to reflect the YTD actuals and the budget amounts for the rest of the months in the current financial year.
This will assist companies to measure whether they are on track with their current budget.
This will also be a great tax tool for calculation of provisional tax.
2 votes -
Improve Customer Information and Organization
Enhance the organization of customer information (add more first name, last name, email fields)
I love Quickbooks, but one of the negatives are we have multiple contacts for our customers and are unable to organize our contact list. To better organize our contacts (and to potentially use the email functionality) I would like to see more name fields so we can put the first and last name of the other email addresses. Currently we are able to put 1 first and last name and 2 or 3 email address but no way organize the names with the emails addresses.
I…
8 votes -
Merge payroll company account into existing QB online account
I have used QB online for bookkeeping for our company for many years. We were using Intuit payroll through Bank of America for years also, but QB recently discontinued this product. They opened a QB online payroll account and uploaded all my payroll data in the transition. However, now I have my original QB online account and a new second duplicate company for payroll. So I have to run payroll in one and copy everything over to the other company. I am told there is no way to merge a company or even backup my data and then upload it…
1 vote -
Can we have an option to customize the left menu bar in QB online
I use reports often but never payroll, etc. I'd like to move Reports up on the left menu bar
2 votes -
Add US Virgin Islands as an available address
Please add the US Virgin Islands as an available option for employee and vendor address. I am not asking for payroll assistance, just the ability to correctly enter an address for someone in the USVI.
1 vote
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