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QuickBooks Mobile Feedback Forum

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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.

How can we improve QuickBooks Mobile on iOS and Android?

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3245 results found

  1. Add tab for collection notes under Customers

    I need functionality for collection notes like there is in desktop. A different tab and ability to enter notes with an automatic date stamp. The notes options in QB Online are completely insufficient and clutter up the main customer view!

    7 votes
    0 comments  ·  Lists (Customers, Vendors)  ·  Admin →
    How important is this to you?

  2. Need ablility to turn off "automatic calculation" of sales tax in QBO. This is an

    QBO needs to allow for 3 decimal points on tax rates for imported invoices and /or the ability to turn off "Automatic calculation" for sales tax. When importing from Connectwise the iif export file is correct, but upon import, QBO overrides the custom tax rate set for the client in both systems and goes to Automatic Calculation, and rounds the tax rate up. The rate should be 5.185 and on import it makes it 5.19
    Even with a custom rate set against the client, that rate isn't being honored on imported invoices. If I create an invoice directly from QBO,…

    7 votes
    1 comment  ·  Sales Tax  ·  Admin →
    How important is this to you?

  3. 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
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?

  4. 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
    0 comments  ·  User Management  ·  Admin →
    How important is this to you?

  5. Recurring invoice to include automatically advancing service date

    It is hard to effectively use recurring invoicing when the service date isn't auto-created. There should be a way to have the service date advance in the same way the invoice date can advance.

    7 votes
    0 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

  6. Make all the font black. The grey is difficult for me to read.

    The grey font is difficult to read. Make all font color black or offer an optional setting to choose this.

    7 votes
    0 comments  ·  Miscellaneous  ·  Admin →
    How important is this to you?

  7. Track the status of my Merchant Service deposit in the Mobile App

    I need to know where the check is in the deposit process. why the check hasn't cleared yet

    7 votes
    0 comments  ·  Payments/Merchant Services  ·  Admin →
    How important is this to you?
    started  ·  AdminQuickBooks Customer Success (Admin, QuickBooks Online) responded

    Currently you can go to the following site to verify the status of your deposit: merchantcenter.intuit.com

    We’re currently working on making our language more clear in the app though so that when your invoice is paid, there will be a reminder that you’ll receive your money from your customer in 5-7 business days (often sooner) for credit card transactions and typically within 1-2 business days if the customer paid via ACH

  8. Flat Rate

    AS of today, when I go to create and Invoice or Estimate, after selecting the correct "Product or service" option from that dropdown, I always go next to "Unit" and select between three options of "Units", "Hours" or "Flat Rate". When I started making Invoices today, the "Flat Rate" option all of a sudden has vanished and I am only able to choose from "Units" or "Hours" which will not be acceptable for Flat Rated items. The current invoice format wouldn't be accepted by payment processing by our primary corporate partner and that is a massive issue for my company.

    6 votes
    0 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

  9. QBO Slow to Respond - Site Lags

    Good Afternoon,

    I'm here to complain about the lagging and time it takes to do simple tasks in QBO. My billing process takes a lot longer than it should because of the lag I experience when trying to create an invoice. My monthly subscription cost keeps going up, but this site keeps slowing down. I've visited other sites just to make sure it's not my computer or internet connection, and everything else seems to work fine except QBO.

    I tried to voice my concern through the online chat and the rep I spoke to directed me to this feedback forum.…

    6 votes
    0 comments  ·  Other Transactions  ·  Admin →
    How important is this to you?

  10. 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
    3 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  11. Project # to auto populate in ascending order as new projects are created

    There needs to be a way that a project # is auto assigned to a project when it is created just like it does for an estimate or Invoice. The numbers would ascend as new projects are created.

    6 votes
    1 comment  ·  Projects  ·  Admin →
    How important is this to you?

  12. STOP THE CONSTANT ADS

    Stop the constant ads on QBO
    I have just signed up for qb and payroll and I had desktop 2017.
    The ads I discovered on up top and I have to scroll down to see the things I am looking for. It is hard enough to figure out how to use your product and the ads just make it harder.
    i see others have asked about this in the past and I assume you will continue to do it, but I really don't like it and I may just start looking somewhere else before I get to far into this.

    6 votes
    1 comment  ·  Admin →
    How important is this to you?

  13. 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
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  14. 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
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  15. Estimates & Progress Invoicing Detail

    Needs to be a report for Estimates & Progress Invoicing Detail. We need to get the line item detail

    6 votes
    3 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  16. Add ability to Delete/Make Inactive Customers on the Mobile App

    ability to delete or make inactive customer via iPhone or IPad in the mobile app.

    6 votes
    1 comment  ·  Lists (Customers, Vendors)  ·  Admin →
    How important is this to you?

  17. 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
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?

  18. Allow users to enter negative numbers on sales forms for discounts and refunds

    The app is useless if I can't do this.

    6 votes
    2 comments  ·  Invoicing  ·  Admin →
    How important is this to you?

  19. Receive Payment email template

    I would like to be able to edit the Receive Payment email template

    6 votes
    1 comment  ·  Receipts  ·  Admin →
    How important is this to you?

  20. 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
    2 comments  ·  User Management  ·  Admin →
    How important is this to you?
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