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QuickBooks Mobile Feedback Forum

Welcome to the QuickBooks Mobile feature requests forum. Please look through the existing requests and vote on great ideas or create your own suggestion that others can vote on. Make sure to give us plenty of detail so we can better understand the request. It is not guaranteed that any suggestions will make it into the product, but it will help us identify the features you want most.
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64 results found

  1. Custom Invoice Template/Sales Forms in Mobile App for Android

    Users are only able to customize their Invoice Template in iOS.

    63 votes

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    3 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Send Invoices through SMS/Text in the Mobile App

    Be able to send my customers an invoice through text message/SMS

    40 votes

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    9 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Enable 'Send Later' Invoices and Estimates to be sent on a particular date

    You can currently create invoices and estimates so that they can be sent at a later date. However, to then send these documents you have to undertake a batch send manually. It would be better if you could set the date you want each invoice sent so that the systems sends them automatically on that date. This would mean I could prepare invoices prior to the end of the month and get them sent out all in one go on the dates required. especially handy if you are on holiday

    28 votes

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    7 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  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.

    26 votes

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    5 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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  5. Additional totals/Added markup fee Functionality in QBO/Mobile App [DTM feature]

    Make the "Markup" column available to online QuickBooks services for Billable Expense flow!

    The desktop version had a very useful tool with the "markup" column, allowing businesses, that use parts as well as labor services, to add a percentage to the store's cost of parts without needing to grab a calculator and figure it out each time. This service is not available on the online version of QuickBooks.

    Please bring this feature to the online services!

    21 votes

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    14 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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  6. Autosave/Recovery of All Transactions within the Mobile App

    Users spend lots of time creating invoices, sometimes in the field with a customer. When the app crashes, they lose that work, causing lots of frustration and possibly an embarrassing situation in front of a customer.

    "I use the Quickbooks iPhone app for our plumber business while I’m working out in the feild. I stay signed in most of the time. For quite some time now, when I’m trying to cash out with a customer and I’m writing notes and adding materials, all of a sudden without warning the app will refresh as and everything I’ve entered will disappear. I…

    12 votes

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    1 comment  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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  7. Edit Invoice Template

    Apparently, you cannot upload your own invoice template anymore since QB removed this.

    That said, do us all a favour and please update the features of editing an invoice template by adding the following:

    1. Options to drag and edit every area of the document on basic level e.g. move address box to fit under the logo

    2. Add text/image boxes anywhere on page with free text and import otpions

    3. Add header/footers allowing images and free text

    4. Allow watermark and to import your own

    Or just bring back the option to import your own template pretty please!!

    11 votes

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    2 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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  8. 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.

    10 votes

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    2 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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  9. Invoice template: "Message to customer" should be specific to that particular template and not update all invoice templates

    When a new invoice template is created or an existing one is edited, if the customer message is changed, it is changed for all existing invoice templates. The customer message should be specific to each template and not update other templates.

    8 votes

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    4 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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  10. Price Levels in Mobile App

    i have recently subscribe to quickbooks and i am trying to set up my company parameters, accounts, customers, inventory etc.. I was informed that the international version does not allow you to have multiple price list for the same product. I was given the option to create different subcategories of the product as different price lists, meaning that I have to create 5 different subcategories and post the same item in all categories with different price, I am a bit disappointed as this is not user friendly at all. Also in case I do that how it will appear in…

    8 votes

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    2 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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  11. Workflows Feature Ideas

    Features requested by customers to add to our workflows capabilities

    5 votes

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    0 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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  12. Bring back my ability to import custom form styles for invoices

    My business depends on the ability to upload a custom invoice style in order to comply with the legal requirements of my state. Why did you remove this feature? It worked just fine. Quickbooks invoice templates simply cannot do what we need. Your customer service rep suggested that we upgrade to QB Advanced for $180/month. You must be out of your minds! We are currently searching for a new accounting software.

    5 votes

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    0 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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  13. 5 votes

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    2 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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  14. 5 votes

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    0 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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  15. Need to have more options for standard users, more limits!

    Choosing "customer" access gives them the ability to change/ edit a previous invoice created by someone else in the company. They can also see A/R, etc. I want my field guys to be able to create/ send an invoice only. I do not want them to be able to access/ see other invoices that they did not create. It's none of their business :-)

    4 votes

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    1 comment  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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  16. 4 votes

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    0 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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  17. Add Ability to Email Packing Slip

    Currently Quickbooks (desktop) only allows for emailing an invoice. Very frustrating. We should be able to email anything, including the packing slip. We don't want our employees or contractors to see our invoices, but we need them to work with the packing slip to pack and ship orders, etc. But you only currently allow emailing the invoice only. Please, please, fix this.

    3 votes

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    0 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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  18. Recurring invoice to include automatically advancing service date

    It is hard to effectively use recurring invoicing when the service date isn't auto-created. There should be a way to have the service date advance in the same way the invoice date can advance.

    3 votes

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  19. 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

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    2 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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  20. Can we have an option to customize the Dashboard view according to Sales Classification

    Can we have the option to customize Dashboard view. for We have 3 types of Sales ( Testing,Registration& Academics) .We should have a view of Sales in 3 parts and not in a consolidated mode . similar to Cost of Sales view as well

    3 votes

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