QuickBooks Mobile Feedback Forum
1921 results found
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Reporting Enhancements in the Mobile App
Customers want more options with their reporting and visualizations.
Current: P&L, Balance Sheet, Visuals1 vote -
Reporting Enhancements in Mobile App
Customers want more than the visuals, P&L, and Balance Sheet via the Mobile App
0 votes -
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 -
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I'm not sure how to leave feedback for the man, Ron who helped me... but he was professional, patient, knowledgeable, and kind. I hope that he is acknowledged for his exceptional work!!!!
Thank you, Janelle
2 votes -
put phone numbers on invoice
Allow the following fields to be put on the invoice when customizing it:
- Phone Number
- Mobile Number3 votes -
QBO certification
Please can certifications in QBO be used in both my self employed and employed accounts in QBO - I have completed all the exams in one account and I have to redo the whole exam again for the other account which is crazy as I've done the work
2 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 -
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
3 votes -
Deleting multiple transactions in one go in QBO
There is no way to "Delete Multiple Transactions" i.e. Sale Invoices, Bills, Other Transactions etc. in one go in QBO, and user has to Open each transaction to Delete, which is really a time taking task depending on the volume of data.
So the idea is there should be an Option through which a User can "Select Multiple Transactions/Entries" and can Delete all the Selected Transactions in one go. It will be efficient for the User with minimum wasted efforts. Thanks.
1 vote -
1 vote
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Ability to change navigation bar links
Need ability to change the options/links in the navigation bar.
Some of the links are of no use, and the ability to turn off some links and add other links for options such as creating a new customer, or estimate etc would be very beneficial.2 votes -
Add feature "back" to show a check as cleared in QBO
My company was previously in QBD. After reconciling the accounts, the vendors checks that we marked off as reconciled would then display the word "Cleared" when double clicking to open up the check (Bill Payments(Check)).
I have not found any option for this in QBO. I have searched the forums and only found suggestions of searching the register/running a report.
We print close to 1,000 checks a week. Going in and trying to run a report to change filters when I have an appraiser on the phone isn't efficient when I could open up the check and see whether it…2 votes -
Add the "print on check as" field to reports
My company has thousands of vendors, some of which have a different print on check as name than their company name. We use a third party to print checks for us, so we need to be able to export this information, so that we can ensure checks are made out properly so the vendors can cash them. I am having to run reports in two different systems to be able to gather this data.
It would be great if the print on check as field were an option in the import section as well. When I first starting using QBO,…
3 votes -
Allow us to see the COST of an item in the Estimate page.
Note: I don't know why this ended up in the QuickBooks MOBILE Feedback area, it was meant for the Online Website version, but honestly it would also be very convenient for the Mobile app as well, so whatever.
I would like to be able to see how much an item COST ME in the New Estimate screen.. It wouldn't be shown to the customer obviously when the estimate is sent, just so I can adjust the price real quick if need be.
Either that, or add an "Edit Item" button from within the New Estimate page, so that I can…
11 votes -
For QuickBooks Online on web (not Mobile): Extra Email Fields for Vendors and Customers
Please have the option of multiple email address fields in the Vendor info screen, so we can input different departments for Vendors, based on routing need. i.e. an email address they provide for accounts receivable to send remittance notices to, is different than an email we need to send purchase orders to. Currently there is only 1 field we can input an email address into, and we can't logistically change it back and forth based on what we need QBO to send out; transaction volume it too high to sanely do that. Same idea goes for the Customer side. Thank…
3 votes -
For QBO on Web (NOT Mobile app): Increase Font Size in Purchase Order Emails
Can you please increase your default size on the system email template for Purchase Orders? Or even better, allow us to set our font options? The body of the email is a 9pt font size, and that is very small for email...2-3 pts smaller than the default in most email programs. We have PO instructions we are communicating to the vendors and want them to be able to read it easily.
Your system email template for Invoices is a much better font look and normal size.
Thank you.
1 vote -
VAT & Third Party Apps
A client recently started using a new third party app to create invoices. The app created a new VAT code in the system that while going to the correct liability account (VAT control) didn't have the relevant information needed to pull into VAT reports (and the VAT return itself). While we've managed to get it dealt with now, QBO shouldn't be allowing things like incomplete VAT codes to be imported into the system, as things like this can cause havoc on a file, not to mention severely damage confidence in the ability of the software to report correct data.
1 vote -
Reverse VAT Charge
When selecting the 20% RC CIS Reverse VAT charge the VAT breakdown should show on the invoice.
A lot of our clients are having problems with their customers refusing to pay because the VAT breakdown isn't shown on the invoice.
Is it a feature that can be implemented soon please?1 vote -
Ability to Switch Sales Form templates on Mobile App
We need to be able to switch between invoice and quote templates on our mobile apps.
3 votes -
ACH Fees Pain Ticket - Monitor Recent Change to 1% charge
Recent change of ACH transaction fee has dramatically increased my business operation fee. I receive an email that there will be no extra fee, however, I see 1% charge on every transaction. When I called, I was told that the extra fee was referring to "no charge to move into the new system." I didn't request to change into Next day ACH and would much prefer the old option. Please consider offering options so that customer can choose either next day with 1% charge or 5 days with no charge
2 votes
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