QuickBooks Mobile Feedback Forum
71 results found
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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…
14 votes -
trial balance by class
need to be able to run trial balance by class, and in general customize it the same way you can an income statement.
8 votes -
QB Online for Non-profit Organizations must add an option to switch between vendor and beneficiary.
As per checking in QB online for Non-Profit Organizations, it is impossible to switch from Vendor to Beneficiary when we are sending money out. This feature/default is not yet available in QuickBooks Online, and it represents an obstacle for every Non-Profit organization that wants to use QuickBooks. This update is definitively needed.
5 votes -
Please add U/M (unit of measurement) in the invoice and bills forms.
Please ensure that the invoice and bill forms include the unit of measurement (U/M). Since I use multiple units for different items, and sometimes the same items concurrently, the absence of a unit of measurement can lead to confusion for both the customer and my accountant regarding the charged quantities.
4 votes -
Import Journal Entries in to Quickbooks online
Hello,
I use the journal import feature in QuickBooks desktop but I have moved onto QuickBooks online now and I will love to import my journal entries just as before.4 votes -
Allow class codes for auto recorded transactions
It would be nice if we could assign a "class" to transactions that are auto recorded by QuickBooks. Examples of this would be the CC processing fees, discounts, and other auto recorded items. Right now I am manually editing each item which is a huge waste of time.
4 votes -
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 -
I would like to be able to have totals of my transactions by vendors report
I would like to be able to have totals of my transactions by vendors' report
3 votes -
3 votes
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customer or project can be added to a banking rule
It would be helpful in assisting with automation if the customer or project can be added to a banking rule
3 votes -
export data
Export all data to enable you to import to a new account or clone an existing company to change to a new home currency if you have multicurrency already set and the account is years old. I believe you already have a full export on the us version but not the international version so should be easy to do. Would also let us have a local backup which I'm sure everyone should have of their own data. Not just an export of reports but all transactions ever entered like you can do with the local installed versions of quickbooks.
3 votes -
Can anyone
Can anyone recommend an online casino affiliate network with regular payments and good multilingual support?
2 votes -
Remove QB Logo from our statement and invoices when it is send from QB system QB can not use clients to promote themselves
Remove QB Logo from our statement and invoices when it is send from QB see my conversation feedbank from QB helpline
As per checking and reviewing it. Please do know that the logo that you were referring at is working as designed by the system. I do apologize for the inconvenience this has caused you, Nolene.
But do not worry, I was able to send this as product feedback directly to our developers since I know how important this is for you and your business. Hopefully, this functionality will be available in the system soon.
As for the workaround for…2 votes -
Option to warn when a Location isn't assigned when Track Locations is enabled
"Track Locations" should have the same "Warn me when a transaction isn’t assigned a class" as "Track Classes" does. If you don't add a location to every transaction you'll end up with a lot of "not specified" entries so I don't want anyone to accidentally forget to put it in.
2 votes -
Alerts to manage receipts
Allow for an option to set up alerts for transactions/expenses that exceed a specified dollar value and do not already have a receipt attached. This would help manage receipts that would be needed in the event of an IRS audit.
2 votes -
Make it easier for credit/overpayment refunds to be entered on QB
The work around that needs to be done when you issue a refund or receive a refund/credit refund on QB is too complicated for anyone without accountancy training. It’s fine to do as an accountant, as we understand the double entry processes that need to be put through, but trying to explain all the transactions that need doing when a client wants to do this themselves can cause huge problems and takes much longer to explain than if we just did it for them!! Can’t QB create a refund credit/overpayment option that does all the transactions/journals in the background (in…
2 votes -
advanced search filters
Include "Class" and account types in Advanced Search QBO
It is critical to be able to search ALL our transactions in QBO - to do this efficiently we need to be able to filter for "Class" in the Advanced Search function. Also, search by account type or just account is not available. These (and many more filters) were available for a long time in QB Desktop. Since this is simply searching existing data, why is "Class" not searchable?? Please add "Class" as a filter in Advanced Search within QBO.2 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 -
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1 vote -
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1 vote
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