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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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33 results found

  1. 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 entries

    is 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…

    10 votes

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  2. 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.

    7 votes

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  3. 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

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    1 comment  ·  Transactions  ·  Admin →
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  4. 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

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  5. 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

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  6. 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.

    3 votes

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  7. 3 votes

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  8. 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.

    3 votes

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  9. 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

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  10. 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

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  11. 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

    2 votes

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  12. Batch feature and view on Tags

    Please add a feature to match and or apply tags on multiple transactions instead of applying one by one. Would also be great to view all the tags beside the memo on the transactions when I go into the vendor.

    1 vote

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  13. 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.

    1 vote

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  14. Magento 2 Out of Stock Notification Extension

    Magento 2 Out of Stock Notification Extension

    Send alerts to subscribers to notify them about the availability of out-of-stock products. Keep your customers updated whenever unavailable items are added to inventory. Comes with in-built SMS APIs.

    Magento 2 Out of Stock Notification helps customers subscribe for out of stock products to get alert when the unavailable items are back to stock. The store merchant can send out of stock notifications to customers and guest visitors via email and SMS. It displays subscription box on product pages for customers to subscribe for receiving email & SMS notifications. Out of Stock Notification…

    1 vote

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  15. 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.

    1 vote

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  16. Allow View Register Action for All Chart of Accounts

    I come from a background of using QB Desktop for many years and began using QBO in 2023. I am frustrated at not being able to view the register for many of my accounts. On the Chart of Accounts page, the View Register action is not available for those accounts. I can't see a pattern as to which accounts can be viewed and which cannot. Income and expense account types perhaps? It seems as though Intuit product managers have gone too far in dumbing down QBO. What good reason could there be for that limitation? Please refer to QBO Support…

    1 vote

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  17. 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.

    1 vote

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  18. Improve Venmo Manual Upload Mapping

    From / To / Tips / Tax / Transaction ID - Columns needed

    1 vote

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  19. new features of quickbooks desktop 2024

    QuickBooks Desktop 2024 is a new version of a wide range of accounting software that has created new trends in the market. The new version includes many new and exciting features such as: Improved privacy, increased efficiency, and useful snapshots of a user's current inventory. The new QuickBooks Desktop initiative has features that improve visibility and control. This version facilitates routine tasks that can be automated using accounting software's tools and extensions. This allows users to do more for their customers. This section describes the latest features in QuickBooks Desktop 2024. This latest version of QuickBooks software provides better security,…

    1 vote

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  20. 1 vote

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