QuickBooks Mobile Feedback Forum
1453 results found
-
Tags per line item/journal entry
Tags have become a critical way for us to do proper budgeting for our non-profits transactions and to give our operational divisions a way to know what they've spent without cluttering up our chart of accounts for when we pass our finances off to our accountant for taxes. The fact that we can't
1) add tags to journal entries and
2) add tags to individual line items in split transactions/journal entriesis a huge problem for us and means that we either have to go back to having a chart of accounts that is a mess, or we have to…
11 votes -
3 votes
-
Estimates & Progress Invoicing Detail
Needs to be a report for Estimates & Progress Invoicing Detail. We need to get the line item detail
5 votes -
For Non profits, Projects should be separate from Customers. So different customers can leave a pledge to different projects that you have
For Example: Our non profit wants to build a visitors center - the project would be Visitors center. But Customers should be able to donate or pledge to this project. Expenses should be able to be billed to this project.
The way it is now, a customer cannot make a pledge to a project. (We use classes for funds so we cannot utilize this for projects)
3 votes -
Find match function for Foreign Currency Bank
Currently there is no "find match" function for the foreign currency bank.
The developer can go to the Bank account history and use the column "Payment" and "Deposit" column which is foreign currency to match with the bank feed which is in foreign currency as well. The logic is the same whether local bank or foreign currency bank. It should enable "find match" function.
Please help and vote for this! Thanks
1 vote -
Non Tax Customers vs tax exempt customers
In the customer profile - you should be able to choose tax exempt or non taxable
3 votes -
Is it possible to unreconcile the bank in QuickBooks?
Yes, you can undo Bank Reconciliation in QuickBooks Online.Undo is available only in QuickBooks Online Accountants, in the Action column. You can have your accountant undo the reconciliation on your behalf if they are using this version. Undo Bank Reconciliation in QuickBooks Online - https://dataservicesolutions.com/blog/few-clicks-to-undo-bank-reconciliation-in-quickbooks-online/
and if the problem persists contact us for an instant solution -1 vote -
bulk update customer list details
Seems archaic that one can't import an excel sheet to update customer details. One can only import new customers but not update existing customers.
8 votes -
Troubleshooting Steps for QuickBooks Error Code 80029c4a
In such a situation, you would have to perform some necessary steps to resolve QuickBooks error code 80029c4a, which include the ones listed later in segment. So, make sure to read this segment, or consult our tech support team for further technical assistance.
Read more: https://www.axpertadvisors.com/quickbooks-error-code-80029c4a-error-loading-type-library-dll/
1 vote -
Remove the automatic shipping and billing fill-in information for different addresses.
Remove the automatic shipping and billing fill-in information when creating an invoice for accounts that have different billing and shipping addresses.
2 votes -
QuickBooks Scan Manager Not Working: How to Troubleshoot?
In search of the right procedure to fix QuickBooks scan manager not working or could not be selected error? Your search ends here with the most suitable and practicable set of steps in this segment. QuickBooks scan manager is a necessary tool for adding files to the sales receipts, invoices, bills, and other transactions. One can import and classify transactions in QuickBooks using the scan manager tool. However, when you land into the error stating QuickBooks scan manager not working, then it might prevent you from using the advantages of the tool and you will have to fix it as…
1 vote -
How to Synchronize QuickBooks Files Between Two Computers?
To sync QuickBooks files between two computers, you must adjoin both to the identical web and make certain you've established the valid inauguration alternatives for each computer. The reasonable path to serve this is to uninstall QuickBooks desktop on both PCs and again reinstall with the appropriate alternatives. Your QuickBooks company file persists on the computer when you finish the uninstall.
Read more: https://qbsenterprisesupport.com/sync-quickbooks-files-between-two-computers/
1 vote -
QuickBooks accounting software
QuickBooks accounting software is one of the best accounting software cast-offs to manage sales and expenses and keep a trail of day to day business transactions, like invoicing customers, maintaining inventory or paying bills. The simple to use UI/UX of this software automates manual tasks that are generally tangled within accounting and bookkeeping documentation, thus minimizing errors and augmenting efficiency.
https://www.whizconsulting.net/au/quickbooks-accounting-services/1 vote -
Customizing business information on checks
I want to be able to include our business information on the checks when we print them using QBO. I have a bunch of blank checks that I do not want to waste by having to order pre-printed checks with this information. It should be a pretty easy software update to allow your customers to do this.
3 votes -
Create and open Portable Company Files in QuickBooks Desktop
Hunting for the right procedure to create and open portable company file in QuickBooks desktop? If yes, then your hunt ends over here. This segment is going to talk about the complete set of steps that are to be performed, so as to create and open portable company file in QuickBooks. If you need to share the accounting data or move it to another computer, then creating a portable file is the right solution. This is a compact version of the company file that is small enough to send in an email or put on a USB.
Read more: https://www.axpertadvisors.com/create-and-open-portable-company-files-in-quickbooks/
1 vote -
When viewing invoices on QBO mobile app, there are fields that can not be viewed. Example is shipping/tracking numbers.
When a user opens an invoice in the app there should be an option to view shipping information. Like how it was shipped (UPS Ground, FedEx, etc), shipping date and tracking number. Even if those options were only visable when you went from the simplified view to the detailed view. Then allow the tracking number to be copied, edited, etc.
1 vote -
How to Resolve QuickBooks Company File Not Found Issue?
QuickBooks accounting software is a continually evolving platform, as opposed to other software present in the industry. Since its inception, it has been growing and coming up with different features and functionalities each time. It isn’t without fault though. There are still a handful of issues with QuickBooks software. One such error can be QuickBooks can’t find company file.
Read more: https://www.axpertadvisors.com/quickbooks-company-file-not-found/
1 vote -
Provide Class Tagging on Auto Payroll Journals in Standard Payroll Online
Currently in QBO (with Standard Payroll) there is no facility to tag auto-generated Payroll Journal entries with a Class. This is inconsistent with the basic methodology of tagging every transaction with a Class. Payroll generates many journal entries so it is a lot of work to edit each line manually to add a Class.
For me, it would be adequate to apply the same Class tag to all Payroll Journals. This could be specified in Accounts and Settings / Payroll / Journal Mapping.2 votes -
Share Invoice Link - shorter URLs and include customer name
Share Invoice Link - use a shorter URL link (e.g. the way tinyurl.com or Youtube uses short links) AND include customer's/patient's name so when pasted, we know the correct link is being sent to the correct customer - it would be disastrous to send one customer's invoice to the wrong customer.
4 votes -
Better Reporting Options with QB Online version
Make the Profit & Loss Budget Performance report available for the online version. This is one of the most useful reports and it is disappointing it is not available for QB Online.
5 votes
- Don't see your idea?