QuickBooks Mobile Feedback Forum
2474 results found
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Adding Drag/Drop to Bundles in New Invoice Template
With the old invoice template, it was LOVELY to be able to drag/drop other items (ie: billable expenses/billable time) to bundles in QBO (see my article here: https://www.stacyk.net/add-billable-time-or-billable-expenses/).
The new template does not allow for this, and aside from the generally cumbersome layout of the invoice, removing this feature means that functionality has DECREASED with this "improvement".
PLEASE allow drag/drop again!
5 votes -
import inventory adjust in a bulk
Please open this feature.
inventory management always is a weakness in QBO, every time I have to manually to adjust the QTY after a cycle count. (every week)
I wondering if QBO could open " importing inventory adjustment in a bulk", it would be very friendly for users.5 votes -
QB Online for Non-profit Organizations must add an option to switch between vendor and beneficiary.
As per checking in QB online for Non-Profit Organizations, it is impossible to switch from Vendor to Beneficiary when we are sending money out. This feature/default is not yet available in QuickBooks Online, and it represents an obstacle for every Non-Profit organization that wants to use QuickBooks. This update is definitively needed.
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.
5 votes -
5 votes
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history
View employee's pay rate history
5 votes -
add markup column in customer estimate
Please add a markup % column on customer job estimates - which is not visible to customer - (like in the desktop version), along with option to create inv or PO from the estimate. Customers generally want a job estimate (which they review/approve) before being sent an invoice. Currently in QBO, a markup column exists only in Vendor Bill or Exprense, with the option to create a customer invoice but not an estimate for customer to review.
5 votes -
Multiple Shipping Addresses
I'm on QB Online Advanced and I received this link. It seems to be Modile even though the header says Online. As I research switching my entire operations to QB Online Advanced I find that unless creating a "sub-customer" that a customer can only have ONE SHIPPING ADDRESS. This is a BIG PROBLEM! We sell to office supply wholesalers, or even large retail customers, who drop ship to many different locations. It is cumbersome to set up "sub-customers" when all I want is to add a simple shipping address under my customer. I've had 4 proprietary programs in our small…
5 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!5 votes -
Bulk update customer details
Cannot upload a csv or excel to bulk update existing customers
5 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.
5 votes -
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.…
5 votes -
STOP the constant ads on my DASHBOARD
Please STOP the constant ads on my dashboard or at least give us a way to hide them. The ads show up on my dashboard every time that I switch screens and it is very disruptive to my workflow. The hide ad button does not work and you have locked our ability to not show the ads altogether. I will never use financing through a click of a button in my quickbooks. I pay $60 per month and have 3 companies so $180 per month and I have to constantly see these ads. We should have the option to hide…
5 votes -
Ability to convert or reclass an expense to a bill
Ability to convert an expense to a bill and vice versa. My accouning clerk entered a series of vendor invoices as expenses instead of bills. Now when I'm trying to reconcile the bank statement, the payments are not aligning because the expense are showing up as individual payments instead of the way they were actually paid was in a group ACH.
5 votes -
Add a project/customer column in the expense list.
Add a column in expense list to check if all expense are linked to a project/customer.
5 votes -
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 -
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 -
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 -
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 -
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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