Create and Manage Projects in the Mobile App
I want to be able to create and manage projects in the QuickBooks Mobile app
Iwork in the field on a tablet. The reason I use quickbooks in the field is to create estimates for new accounts/projects. I am not going to put in a new projectfor every customer that I'm going to see at the beginning of the day, I don't write an estimate for every person I see. Pain in the neck to log in on a browser i n the field.
This would be huge!
I need to be able to add Projects from the field. Seems like a simple thing that hasn't been given any attention.
Jeff Horne commented
This is needed.
DEVISE CO-OP commented
When can we expect more support attention to be allocated to projects? Every time I need something from projects I have to google to find out people have been asking for the same basic functions for over a year. Sometime 2 years now.
I work on the road with an iPad. If you require me to create the project before the invoice to later track expenses for said project, I NEED TO BE ABLE TO ADD NEW PROJECTS FROM THE IPAD. Otherwise it’s useless & frustrating. Please help us long time users that are incurring higher monthly costs from QBO while still begging for support.
Andrew Harrison commented
I run a small construction company and find the projects tools useless at the moment as i cannot add a total order value for the project.
We undertake projects on a fixed pre-agreed price (total order value) with my client and then invoice every month for works carried out until the project is completed.
Quick books needs to include a total order value box on a specific project screen which can then be invoiced against. It would also be useful to list any extras agreed along the way which can add onto the total order value
Lastly, we would also find it useful to include a specific order number, allocated from the client at the outset, on the project menu which then corresponds onto the invoices
Many small construction companies would benefit from this as most work on pre-agreed prices
Angie Moore commented
I do all my bookkeeping with the app. I need to be able to do job costing, project management. I can't assign customers to expenses. This is a very important feature that needs added! I need up to date info on my jobs for better decision making.
When creating a new project, it would be nice if you didn't have to choose only one customer to associate the project with. I have several projects that several customers pay to be a part of, so I wish I could choose multiple customers for a new project.
This is definitely needed. when I create an invoice I want it to be under a project for a certain customer. because I do different projects for the same customer.
Projects are basically useless on the app. You can't see any total amounts or profits or anything to be able to keep track of your jobs when you're out.
why haven't quickbooks made it a priority to create and mange projects on the mobile app?
it is unbelieveble to me that u cant create PROJECTS on the App. wat are you thinking?
Mobile Users want the ability to sort their projects by priority, due date, or other attributes.