QuickBooks Mobile Feedback Forum
1065 results found
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Receive Payment email template
I would like to be able to edit the Receive Payment email template
5 votes -
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 -
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 -
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 -
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 -
export reports to google sheets
At the moment, exporting reports are either in excel or PDF format. It would be good to also be able to export to google sheets
5 votes -
Emailing Invoices templates
Hey Guys, there’s a couple of improvements I’d like to suggest:
1) When constructing the emails to send off the invoices, sometimes the typing gets lost under the keyboard and it becomes very hard to see what you’re typing until you click off the keyboard. And maybe be able to set up our own templates.
2) I’ve had a number of clients now struggling to find the main invoice (maybe the click to view PDF, isn’t big/clear enough).
3) Have an option to create quotes using existing items previously used in invoices
Thanks for reading, hopefully these might get rectified.…
5 votes -
5 votes
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Service Categories on New Invoice Layout
The new invoice layout doesn't show the service item category. Our entire billing system is setup to break the services down by category and have different billable rates depending on the category. Without being able to see that, the new layout is useless.
4 votes -
history
View employee's pay rate history
4 votes -
Enable the ability to import Invoice Templates
Enable the ability to import Invoice Templates. Just switched from QuickBooks Desktop and the template edit options are junk. Can't even edit the column width.
4 votes -
Import Journal Entries in to Quickbooks online
Hello,
I use the journal import feature in QuickBooks desktop but I have moved onto QuickBooks online now and I will love to import my journal entries just as before.4 votes -
Quickbook new layout
My QuickBooks had automatically changed to the old layout and can't change back to the "new layout" please help change to the new layout.
Can't find the "try new layout" button. Is there any way to change back to it. Thank you!4 votes -
budget vs actuals report in QB Online Essentials
I have just migrated from QB Desktop to QB Online Essentials. Imagine my dismay to discover that I no longer have the ability to generate a budget vs actual report. It is critical to our operations.
4 votes -
How to stop forced banking error "Please choose a credit card to pay"
Received error "Please choose a credit card to pay" during posting from the bank feed. This is an owner’s draw paying the owner’s personal credit card and not a payment to a company credit card. This error does not allow us to categorize to the correct COA and remains in the transactions unposted.
4 votes -
Please separate Projects from Customer Data model
The fact that projects are treated like Customers is hindering reporting in the worst way.
I have customers who have sub customers. If I want to roll up to the parent customer, I cannot do this in many reports. Filtering by customer forces me to click every project as if they are a customer.4 votes -
Being able to add markup is essential for a business owner. For many reasons. It's needed on the online version of quickbooks.
Markup for a business owner is what determines if we're even going to be in business. Quickbooks Online needs to be able to add markup in estimates, invoices, products and services, etc. For a small business owner just starting out, $200.00 dollars a month for Quickbooks Contractor Edition to have that option is a dream at the present time. Quickbooks Online is definitely great but needs markup options and to be able to add markup columns.
4 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.
4 votes -
ads
Leaving Quickbooks because of all the advertising.
Can I get some suggestions of alternative software that has worked well for you? 7 years of $2000/yr, goodbye.4 votes -
QBO Sku print on PO
It seems a little strange that you can have the SKU show on the screen but it does not show on the copy of the PO you save or send to your vendor. Surely this would be easy to set up?
I know I can copy it into the description field but why should I have to?
4 votes
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