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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  1. Custom Invoice Template/Sales Forms in Mobile App for Android

    Users are only able to customize their Invoice Template in iOS.

    63 votes
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    3 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  2. Markup Functionality in QBO/Mobile App [DTM feature]

    Make the "Markup" column available to online QuickBooks services for Billable Expense flow!

    The desktop version had a very useful tool with the "markup" column, allowing businesses, that use parts as well as labor services, to add a percentage to the store's cost of parts without needing to grab a calculator and figure it out each time. This service is not available on the online version of QuickBooks.

    Please bring this feature to the online services!

    10 votes
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    6 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  3. Would like to view customer's record with just one click

    Would like to view customer's bills with just one click. It would be good to be able to see the billings with picture format rather then we got to click each invoice and scroll the items.

    1 vote
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    0 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  4. Price Levels in Mobile App

    i have recently subscribe to quickbooks and i am trying to set up my company parameters, accounts, customers, inventory etc.. I was informed that the international version does not allow you to have multiple price list for the same product. I was given the option to create different subcategories of the product as different price lists, meaning that I have to create 5 different subcategories and post the same item in all categories with different price, I am a bit disappointed as this is not user friendly at all. Also in case I do that how it will appear in…

    7 votes
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    2 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  5. Installment Payments on Single Invoice

    Support breaking up an invoice total into separate installments with user-defined due dates.

    Use Case: Customer books a special event one year out. Payments due each quarter with remainder on event date. Single contract, single commitment to customer. Would be great to have this match with a single invoice.

    1 vote
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    0 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  6. Collapse billable expenses into one line item on invoice

    My business only has services and billable expenses that need to be invoiced. Our billable expenses are generally all travel related. Depending on the customer, this can be hundreds of line items. I'd like to be able to collapse or otherwise roll-up the billable expenses into one line item on the invoice as "Billable Expenses".

    1 vote
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    0 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add drop down menu for messages on invoices

    It would be nice to have a drop down menu on invoices to choose from different messages depending on what the invoice is for.

    1 vote
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    0 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  8. Sales Invoice - Phone Number Field

    Our accounting team does not have a direct phone number so listing a phone number for our receptionist who can then forward a call has been our solution thus far for the number to reference on a client invoice. With COVID-19 and office closures, we are working remotely, and our phone calls from clients are hitting the main line and then getting lost in the plethora of voicemails. We'd like Quickbooks to allow for an extension number to be added to a phone number on the sales invoice form. It seems like this would be an easy accomodation to make…

    1 vote
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    0 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  9. why stander user not allowed to use " custome style " invoice template ?

    why stander user not allowed to use " custome style " invoice template ?
    we can't give sales team full access as admin, our sales team very upset with the pre template and give up issue invoice from QBO

    1 vote
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    0 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    0 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  11. Autosave/Recovery of All Transactions within the Mobile App

    Users spend lots of time creating invoices, sometimes in the field with a customer. When the app crashes, they lose that work, causing lots of frustration and possibly an embarrassing situation in front of a customer.

    "I use the Quickbooks iPhone app for our plumber business while I’m working out in the feild. I stay signed in most of the time. For quite some time now, when I’m trying to cash out with a customer and I’m writing notes and adding materials, all of a sudden without warning the app will refresh as and everything I’ve entered will disappear. I…

    9 votes
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    1 comment  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  12. Enable 'Send Later' Invoices and Estimates to be sent on a particular date

    You can currently create invoices and estimates so that they can be sent at a later date. However, to then send these documents you have to undertake a batch send manually. It would be better if you could set the date you want each invoice sent so that the systems sends them automatically on that date. This would mean I could prepare invoices prior to the end of the month and get them sent out all in one go on the dates required. especially handy if you are on holiday

    18 votes
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    2 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  13. Create Recurring Invoices in Mobile App

    I am not able to send recurring invoices for guests at my extended stay motel. So I am still using square for payments. I would like to be able to use quick books for invoices but am unable to without this feature.

    23 votes
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    4 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  14. Improved Sales Form Delivery and Payment experience between QBO Companies

    A QBO company issues invoices to another QBO company. Currently, the receiving QBO company will need to create a Bill for the invoice issued by the first QBO company.

    it would be much more efficient if the receiving QBO company could auto-receive the invoice into its QBO without having to manually create the Bill.

    We heard that Xero already has this functionality.

    1 vote
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    0 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  15. Edit Billing/Shipping Address for Clients directly on the Invoice or Sales Receipt in the Mobile App

    Customers want to edit the shipping and billing address on the invoice itself. Currently, you would have to select the customer, click on the circle i symbol, and edit the Customer's Profile information. Users want to do this per invoice. Override ability.

    7 votes
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    1 comment  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  16. Send Invoices through SMS/Text in the Mobile App

    Be able to send my customers an invoice through text message/SMS

    18 votes
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    1 comment  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  17. Better invoice options

    Invoice default is set to print by invoice date (only). Our business works with builders who would like their invoices by subdivision and lot number then separated with a blank line between each subdivision to make it easier for their bookkeeping. They do not want separate invoices for each subdivision. Example they may only have 1 entry for lot number, then several entries for the next lot number.

    I can separate by Product/Service but this will be a lot of additional entries, tried entering the date in the description field but the problem still lies that when the invoice prints…

    1 vote
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    0 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add Digital Signature to Sales Forms in the Mobile App

    So it looks like very recently E-Signatures were added to invoices in the mobile app. This is a great new feature. However it just saves the signature to the quickbooks invoice as a png file. same as when you email it. Can you guys add to it so we can take the signatures and put them directly onto the invoice itself.

    7 votes
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    0 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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.…

    2 votes
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    0 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
  20. 5 votes
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    0 comments  ·  Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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