QuickBooks Mobile Feedback Forum
53 results found
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Estimates Tracker in the Mobile App
Allow us to see whether a customer has seen an Estimate, just like we can with Invoices
21 votes -
Accept Estimates Online
I have an electrical company and I would love to be able to have a button link embedded to the email (estimate) similar to the "Pay Invoice" button so our customers can accept the estimate online and not have to print, sign, scan and send back to us!
14 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 -
SHOW THE MARK UP COLUMN IN THE ESTIMATE...
JUST LIKE THE DESK TOP VERSION, PLEASE ADD THE COLUMN IN THE ONLINE VERSION.
10 votes -
Provide ability to remove Total Pricing from an Estimate
Provide the ability to remove total pricing for an estimate. Just provide a check box that allows us to remove it. Sometimes we need a job list on site for our team but we don't want to share product pricing as well as the total price of the job. Allow us to remove this easily on the estimate.
10 votes -
Margin Analysis in a Quickbooks Online Estimate
We need to see what margin we are making in an estimate. This helps us decide on discounts. Please can we have this function.
10 votes -
Estimates/Proposals
Allow or create a template that allows users to create a proposal that explains the "scope of services" to be provided. My clients expect professional proposals, not estimates and I need to provide a description of the project, work to be provided/performed, schedule, and methods. The estimates templates do not work for professional services firms (engineering, consulting, etc.) See example attached
7 votes -
Estimate Report that Provides Progress Billing Unbilled amounts per Client/Job
Provide a report that summarizes open Estimates per Client/Job for the billed to-date and unbilled dollar amounts.
6 votes -
I need to be able to enter different markups on each and every estimate as it changes with each project, like I used to be able to do in the
I need to be able to enter different percentage markups on each and every estimate as it changes with each project, like I used to be able to do in the desktop version.
6 votes -
Accepting Estimations & having a Quotation option
Why does QB not have automatic acceptance of estimations, so that the client can accept the price? this way the business would not have to chase clients to see if they accept the price. In addition, why is there only a option to give estimations and not quotes, as in the UK these are different.
Estimations can differ in price
Quotations are a largely binding price between company and client.
Clients prefer Quotes so they know what they will pay
6 votes -
Estimates & Progress Invoicing Detail
Needs to be a report for Estimates & Progress Invoicing Detail. We need to get the line item detail
6 votes -
Estimate Expiration Date
We would like to have the ability to turn on a feature that automatically puts an expiration date in an estimate. An example would be that we want all estimates to expire 7 days after entry date.
6 votes -
5 votes
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Allow price rules to work in the new invoice/estimate layout
Without the price rules working in the new estimate/invoice layout we are having to manually look up prices. I considered this a business-critical need and can imagine that many others are suffering from not having the price rules available.
4 votes -
upload my templates i've been using for years!
if you can upload all my other data, then it's BS that you can't upload my templates! why did you deem that irrelevant?
4 votes -
Option for multiple customer facing emails
QBO should have the option to have different customer facing emails. For instance, if a user has multiple departments (i.e. sales, accounts receivable, accounts payable, etc.), it is inefficient to have all correspondence go through one customer facing email instead of being able to have a separate email for estimates, invoices, etc.
4 votes -
Add a subtotal option for iOS users
I could use a subtotal option on iOS... I do estimates on my iPad! I do Handyman work... often times my customers have a list of jobs and they want a price for each thing...! As of now, I have to do the multi-project job quotes on my iMac because that is the only thing that can do subtotals.
4 votes -
Change column widths
Simple, fix the glitch that doesn't allow you to change the column width while working on an estimate.
3 votes -
3 votes
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Add a Project Name field to Estimate & Ability to enter mark-up % or $
Two great additions to Estimates would be to have a fileld labeled "Project" so it can be tracked and separated from the customer's name if desired.
As a general contractor we want to send an estimate to the customer's nmae, but we name our projects based on the street name address. Our work-around for this has been to enter the Customer as street name: MILTON 1377
The problem is we do not want the estimate to be addressed to MILTON 1377 instead of Jane Doe.Second item, I have seen lots of requests going back as far as 2018 (farther…
3 votes
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