QuickBooks Mobile Feedback Forum
6630 results found
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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.
6 votes -
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 -
Estimates & Progress Invoicing Detail
Needs to be a report for Estimates & Progress Invoicing Detail. We need to get the line item detail
6 votes -
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 -
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 -
Add Toggle for Bill, Credit or Expense
There should be a toggle to allow you to change a Vendor Bill to a Credit without re- entering everything.
My assistant entered everything as Vendor bills. Some were supposed to be credits.6 votes -
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 -
Receive Payment email template
I would like to be able to edit the Receive Payment email template
6 votes -
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 -
Toggle on/off sensitive information displayed on mobile
The mobile app allows the convenience of using QBO in public areas or in front of customers. However, the customer tab displays a header with "sales in last 90 days" and totals for open balances. I don't need this information at my fingertips, and I really don't need a customer or bypasser to see this information. I'd like to have the option of toggling this sort of information off, specifically in the Customers tab. This would allow me to not have to hide the screen from the eyes of others, and to complete tasks such as having a customer type…
6 votes -
Reconciliation in the Mobile App
You should be able to reconcile from the mobile app.
6 votes -
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 -
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.
5 votes -
Bulk update customer details
Cannot upload a csv or excel to bulk update existing customers
5 votes
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