QuickBooks Mobile Feedback Forum
43 results found
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Enhance QuickBooks with Embedded Interactive Tools
Hi,
I'd like to propose a new feature for QuickBooks: the ability to embed HTML code within reports or dashboards. This would empower users to integrate interactive tools directly into their financial data, providing a more insightful and engaging experience.
Embedding the HTML code for a tool like https://leatheritaliano.com/pages/belt-size-guide-chart would allow users to input their waist size and see the corresponding belt size in different units (inches, centimeters, etc.).
1 vote -
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.
1 vote -
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…
1 vote -
Make status of estimate more specific
It would be great if QB could label under the estimate activity that the customer is the who accepts it. It would help with disputes over price that could arrive later when invoicing. We have Simple start since our business is not big enough to need the next version.
1 vote -
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)
1 vote -
Allow grouping of estimate line items under a Customer Display Line
The Estimate function needs a way to group detail line items under summary lines that are shown to the customer. We don't want our customers to see all the lines items that go into the estimate, and would rather show them higher level line items.
1 vote -
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!
1 vote -
Allow price rules to work in the new invoice/estimate layout
Without the price rules working in the new estimate/invoice layout we are having to manually look up prices. I considered this a business-critical need and can imagine that many others are suffering from not having the price rules available.
2 votes -
Change column widths
Simple, fix the glitch that doesn't allow you to change the column width while working on an estimate.
2 votes -
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https://lilitcafe.com/1 vote -
Study MBBS in Georgia at Top Georgian medical colleges
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https://educationvibes.in/country/MBBS-Abroad/Georgia1 vote -
upload my templates i've been using for years!
if you can upload all my other data, then it's BS that you can't upload my templates! why did you deem that irrelevant?
3 votes -
QB app - estimate tab sorting and display
Prior to the new layout rollout - the estimate tab both in the browser and in the app used to display the list of estimates sorted by estimate date.
After the new layout change - the browser view is the same as before, but the app is different. Now my estimates in the QB app are sorted based on the estimate number. Not the date.
Please, change the estimates sorting within the app to “by estimate date”. Just like it is in the browser. And how it always had been prior to the updated layout launch.
See attached screenshots that…
1 vote -
2 votes
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1 vote -
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.
1 vote -
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 -
Option for multiple customer facing emails
QBO should have the option to have different customer facing emails. For instance, if a user has multiple departments (i.e. sales, accounts receivable, accounts payable, etc.), it is inefficient to have all correspondence go through one customer facing email instead of being able to have a separate email for estimates, invoices, etc.
3 votes -
Add Pictures to Estimates
The ability to add a picture of the product to the estimate.
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
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