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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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1267 results found

  1. 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.

    5 votes

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    3 comments  ·  Estimates  ·  Admin →
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  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,…

    5 votes

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    0 comments  ·  Sales Tax  ·  Admin →
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  3. 5 votes

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    0 comments  ·  Projects  ·  Admin →
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  4. statement of account template

    statement of accounts to reveal customer's job number or P/O number for customer's account to refer which invoice belongs to which p/o or job number of their own which we have indicated inside the individual invoices

    5 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  5. Revenue Recognition and Revenue Forecasting

    Hi Quickbooks Online Advanced team,

    Recently you unveiled the new feature of revenue recognition in Quickbooks Online. This function looks to be working great but would be better if you had the capability to use it to project revenue received when recognized in the future. Currently this newly unveiled function does not display revenue earned in future months on reports despite changing the dates. NetSuite, Sage Intacct and AccountingSuite all for this function. It would be great if after recording an invoice using revenue recognition product lines if I could look at reports in a future date and see the…

    5 votes

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    3 comments  ·  Invoicing  ·  Admin →
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  6. Bring back the option to import your own template on Form Style

    Bring back the option to import your own template on Form Style, we need to have different invoice depending of the bank account we send to the guests, plus information in the invoice, and on the invoice of QB only allow 400characters, wich are not enough for the bank details and payment details.

    5 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  7. 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

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  8. Estimates & Progress Invoicing Detail

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

    5 votes

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    2 comments  ·  Estimates  ·  Admin →
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  9. Better Reporting Options with QB Online version

    Make the Profit & Loss Budget Performance report available for the online version. This is one of the most useful reports and it is disappointing it is not available for QB Online.

    5 votes

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  10. Upload updates to multiple existing customers

    Upload updates to customer list for multiple existing customers

    5 votes

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  11. Add Ability to Email Packing Slip

    Currently Quickbooks (desktop) only allows for emailing an invoice. Very frustrating. We should be able to email anything, including the packing slip. We don't want our employees or contractors to see our invoices, but we need them to work with the packing slip to pack and ship orders, etc. But you only currently allow emailing the invoice only. Please, please, fix this.

    5 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  12. Workflows Feature Ideas

    Features requested by customers to add to our workflows capabilities

    5 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  13. Be able to change billable rate per project per employee

    Companies who are project based need to be able to customize the billable rate for each employee per project. It is not enough to charge a billable rate to a service item as many different staff may work on the same service item. We would have thousands of service items to support this method. I have seen this question asked many times in the forums and do not see a good solution yet.

    5 votes

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    1 comment  ·  Projects  ·  Admin →
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  14. 5 votes

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    0 comments  ·  Estimates  ·  Admin →
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  15. 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.

    5 votes

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    1 comment  ·  Estimates  ·  Admin →
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  16. Add Ability To Capture Multiple Page Receipts

    When capturing your receipt photo it should give an option to add additional pages and be able to crop each one as well. About 30% of our business receipts are more than one page!

    5 votes

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    1 comment  ·  Receipts  ·  Admin →
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  17. option to remove permit no. field on bill entry

    Entering a permit no. on bills is not necessary for me. Please add an option to remove this field.

    5 votes

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  18. USVI Payroll tax tables

    Quickbooks Payroll should support ALL US states and Territories including the USVI. The package is pretty useless unless I can get support for the Payroll module in USVI.

    5 votes

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    3 comments  ·  Payroll  ·  Admin →
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  19. Better Link Transactions in Mobile: PO to Bill, Estimate to Invoice

    Please keep the function where Purchase Order are link to the bill and vise versa. The same as estimates and invoices. You use to have that function.

    5 votes

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    1 comment  ·  Admin →
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  20. Filter profit and loss by "This Financial Year" in the Mobile App

    The app used to allow you to filter the profit and loss by 'THIS FINANCIAL YEAR'. For some reason they removed that option (the most useful one of all). Instead, the available options are 'As of Today', 'This Month', 'This Month to Date', 'This Quarter', 'This Quarter to Date', 'This year', 'This Year to Date', 'Last Month', 'Last Fiscal Quarter', 'Last Financial Year' and 'Custom'.

    I appreciate you can generate a report by selecting 'Custom' and putting in the dates manually. But surely a program designed to track financial transactions should at least have one of the 10 default options…

    5 votes

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