QuickBooks Mobile Feedback Forum
63 results found
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Customise purchase order template
We need to customise our purchase order template similar to how we were able to customise our invoice template with a .docx file. It's an important feature to offer business to keep their branding consistent across all our templates. I use Xero for my other business and it's extremely easy to customise the templates for all accounting documents so I am disappointed to find out that it's not available through Quickbooks and looks to have been requested some years ago now with no update on when this will be available?
7 votes -
limited users must be restricted from deletion of any transaction and we should have access limitation of data available for any users.
limited users must be restricted from deletion of any transaction and we should have access limitation of data available for any users.
otherwise, we will have data violation and company is subject to huge risks of its data that any user can delete and void their transactions
and access their information. We do not want to share profit and gain information with all users as example and all accounts. Only for the Account manager.
6 votes -
Allow for customizing role and functions besides giving full access
For QuickBooks Online, the current options for permissions by roles, either fixed or custom, does not allow for just selecting view, create, edit, or delete. It only allows for full access. We have users that have specific roles and do not need access to everything. The other preselected roles built-in do not meet our needs.
5 votes -
Auditor Access
Similar to the "accountant" role, Quickbooks Online should have a view only access user/role which encompasses all reports and activity and audit log but no edit abilities for for company Auditors, Board members, Executives, or any other proper personnel associated with a company that should be given full access to the books with no risk they'll accidently manipulate the data.
4 votes -
3 votes
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A user role that can review, approve, match, and edit transactions, but not be able to see my bank account Balance
I would like a user role that can review, approve, match, and edit transactions, but not be able to see my bank account and credit card balances.
I'm ok with my bookkeeper reviewing, matching, and categorizing transactions, but they shouldn't know how much money I have in my businesses bank account.3 votes -
Please make the font larger and darker - or at least give us the option to make it larger and darker.
You have a lot of people with bad eyesight that's getting worse and worse as we strain to see the faint fonts on the screen. I've tried the dark mode, but the white fields still have text that's hard to see. This has been posted for years now. Please consider doing something about it.
3 votes -
Tags for the Mobile App
On QuickBooks Online, there is an option to add tags on invoices and estimates. This feature should be available via the Mobile app as well.
3 votes -
Users want Sign-In to remember passwords/be easier to get through on the Mobile App
In other words, have the app remember the online password
3 votes -
Bulk update custom fields
When we create a custom field to capture specific customer details. there is no way to bulk update all customer's custom fields.
2 votes -
Added notes for customer profile on sales receipt
We would like the option to - when you are ringing up a customer and put their name into the drop bar, to have a note section appear with any notes regarding this customers profile. ie. open invoices, notes on special orders, or other notes we can put in manually. A section that only we can see that the customer wont when we print their receipt. This would be very helpful. Rather than having to open each customers account to see the notes, it would appear for us to see after their name has been added to the sales receipt.
2 votes -
2 step verification - TURN OFF OPTION NEEDED
The inability to turn off 2 step verification is absolutely a fail. One code sent EVERY SINGLE time we log on. If I'm not available then my bookkeeper can't work.. Where is the logic in this...?!?!?!
2 votes -
Kindly Add South Sudanese Pounds SSP to your currency list
Kindly update your currency list to include SSP ( South Sudanese Pounds.
Attached error message at the point of QBDesktop data migration
2 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 -
Thank you so very much for such
Just wanted to thank you for creating a great system! The ease of interaction and quickness of response was fabulous! I spoke with Bilynda J about payroll and taxes and she was able to help correct our issues instantly! [Thanks girl :)]
2 votes -
New xTool P2S CO2 Laser Engraver Review 2024
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The Best Study Tools for FINRA 63: A DumpsBoss Review
The Best Online Courses for FINRA 63 Exam Preparation
Preparing for the FINRA 63 exam can be a daunting task, but with the right resources and strategies, you can enhance your chances of success. The FINRA 63 exam, also known as the Uniform Securities Agent State Law Examination, is essential for individuals looking to work in the securities industry. It tests your knowledge of state laws and regulations, making it crucial for anyone looking to become a registered representative. In this blog, we’ll explore the best online courses for FINRA 63 exam preparation to help you confidently tackle the test.…
1 vote -
Tips for Using Visual Aids in FINRA 63 Exam Study
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1 vote -
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1 vote
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