QuickBooks Mobile Feedback Forum
2045 results found
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3 votes
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Enforce MFA on Accounting Firm Users
Allow Firm Admins to Enforce their users to use an Authentication App or enforce SMS/Call for every login.
3 votes -
Better Custom User Roles
User has been assigned "Standard Limted Customer & Vendor" role. User has access to standard "Sales & Customer Reports" and standard "Vendor & Expenses Reports" but ALSO needs access to the "Bills & Applied Payments" report and other reports in the "What You Owe" area. The only way to provide access to this report is to give the user Standard All Access which we DO NOT want to do. And we are using QBO ADVANCED
3 votes -
Cancel the New Estimate Acceptance Process
My QBO was recently updated and now it request me an acceptance process before I can convert the estimate to an invoice.
How can I disable it?? It's now taking me a long time to process my estimates into invoices.
3 votes -
Customized User Roles - let us actually customize them!
I created a specific role for someone I only want to be able to add/edit an estimate. Problems with this limited 'Sales' role are:
1) I am not able to uncheck the delete option for Estimates.
2) The user role still has access to see open invoice totals by customer.
3) I don't want this person to be able to make any changes to products and services, but this is also granted with this role.3 votes -
What to do if QuickBooks Payroll Update Not working?
I understand the frustration when attempting to update QuickBooks Payroll, only to encounter a variety of error messages each time. If you're facing this issue, especially on Windows 11 or 10, I suggest referring to the following article. It consolidates potential solutions to address the 'QuickBooks Payroll Update Not Working' problem.
https://qbdataservice.com/blog/quickbooks-payroll-update-not-working/
3 votes -
Better customer Service
Actually have someone who can help with issues. Have been on the phone with customer service for the past 2.5 weeks trying to have my payments go through. Everyone I talk to has a different answer and Last week I asked to talk to a supervisor and have them escalate the situation. I have about 10 different case number from talking to someone every day of the week for at least and hour to 2 hours a day. Was told that someone would call me in 3-5 days finally and a WEEK later still no call. Still have not gotten…
3 votes -
Please create the feature to BOLD, underline and change font size on the invoices.
Please create the feature to Bold, Underline and change font size on the invoices.
3 votes -
Please allow us to switch between old and new templates for invoices.
please allow a button for us to switch back and forth between the old and new templates.
the old templates are very cluttered and ugly, I prefer the newer ones.3 votes -
Purchase Order Authorisation
Other software have option to initiate purchase order which get authorised first before sent to suppliers, can we have this option in QB too plz?
3 votes -
Features from QuickBooks Accountant Desktop that need to be added to QuickBooks Online
The batch invoicing tool in QuickBooks Online is very limited relative to the batch invoicing tool In QuickBooks Accountant Desktop. I should be able to enter more than 30 invoices at once, copy down a field from the top cell in a column to all of the cells in the column beneath it which have invoice numbers assigned, and paste in multiple cells worth of data at once. These were great features of Desktop and QuickBooks Online not having these features has made switching unbearable. Transactions should also be able to be imported through an IIF file, as this allows…
3 votes -
Use email for sending verification code
The only option to send code when editing an employee is only through cellphone. Can you add an email or the authenticator app? Thanks
3 votes -
Add COA category for "statistical" for such things as hours worked. would not show up on normal financial reporting
Please add a "statistical" category to the chart of accounts to capture things like "hours worked". (the double sided entry would be to two statistical accounts, obviously. Obviously those kinds of data can be captured outside the financial system (QB) but it's nice if relevant data is stored in one place rather than several different sources/spreadsheets, etc. For example, I would like to benchmark our cost per tech per hour. That would be a much easier report if I were booking a monthly entry to track the hours worked in the system. And there are other examples of useful statistical…
3 votes -
I would like to have the ability to enter an automatic markup percentage so that when I have to update the cost of a part, it updates list.
I would like to have the ability to enter an automatic markup percentage so that when I have to update the cost of a part, it automatically updates the list price as well. I am brand new to online from QB Desktop and so far, I am very disappointed.
3 votes -
Autofill Project Name
Using custom fields when creating an invoice, allow "Project Name" to auto populate project name on the invoice. Having to manually enter it is just another opportunity for mistakes. When the customer has multiple projects under them (see attached), invoicing is done on a project basis, not a client basis. Yet you have to manually enter the project name every time creating the invoice. (see 2nd attached)
3 votes -
Combine projects
If would be great if we could combine projects when I find that two have been created for the same job. We can't job cost with this error.
3 votes -
Early Payment Discount Option
I would like to be able to take early payment discounts on bills being paid with discount terms instead of having to enter a vendor credit each time you take a discount for early payment. For example, terms 1% 10 net 30 is currently only an information field, I would like to be able to select the discount when paying within the discount period of 10 days.
3 votes -
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 -
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 -
Alphanumeric sorting of products sold on an invoice
It would be efficient if you gave us the option to sort products sold alphanumerically on invoices and sales orders. Not only would it help the seller compare physical products to the invoice it would make it easier for the buyer (recipient) to compare the invoice to product received.
3 votes
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