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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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154 results found

  1. Edit (or Enter) Invoice Number on QB Mobile

    With the new layout using Quickbooks Mobile (iOS), we can no longer edit our Invoice Numbers. This will not work for our company as our Invoice Numbers correspond to a number of things and are NOT sequential (the default automatically provides Numbers we cannot use).

    Using Quickbooks Online (where we can edit the Invoice Numbers) through my phone's browser or on a computer will not be an acceptable long term solution. I'll limp along with this for a few days while I search for another Invoicing Software.

    Fix it, and you keep a customer in us. Thanks for your great…

    1 vote
    0 comments  ·  Invoicing  ·  Admin →
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  2. Be able to format the body of the email sent with invoices i.e. highlight, bold etc

    it would be nice if we could format the body of the email that is sent with invoices, i.e. highlighting something, bolding something, capitalizing etc so it stands out for the customer to notice. I don't think they read the message anymore since it is always the same standard message

    1 vote
    0 comments  ·  Invoicing  ·  Admin →
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  3. Report for outstanding invoices that have not been viewed

    I would like to be able to create a custom report that will show outstanding invoices that have not been viewed by the customer. This would be a less time consuming way to check customer contact info to be sure the correct email is associated with the customer account rather than clicking through every outstanding invoice to see if it's been viewed or not.

    17 votes
    0 comments  ·  Invoicing  ·  Admin →
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  4. I believe having the option to print invoices again in the iOS app would be beneficial to all as well as being able to make a credit memo

    I need the option to print and creat credit memos on the iOS app. Also I was able to go through sale based on date and now that is no longer an option either. These are key, for many like me trying to run a business and keep our customers happy.

    1 vote
    0 comments  ·  Invoicing  ·  Admin →
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  5. Allow signature capture on custom invoice templates

    Currently users are able to capture a digital signature on invoices using the mobile app. However this feature is only available using the default invoice style and template.
    Upgrading the software to allow for this same feature using custom invoice templates allows users to track receipt of product or services while also keeping a strong brand image with invoicing.

    2 votes
    0 comments  ·  Invoicing  ·  Admin →
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  6. Please create the feature to BOLD, underline and change font size on the invoices.

    Please create the feature to Bold, Underline and change font size on the invoices.

    3 votes
    0 comments  ·  Invoicing  ·  Admin →
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  7. Need more customization options for new invoice format

    I've seen several forum posts about issues with invoice formatting, some aesthetic and some more function based. So I'd say overall, there just needs to be a better way for each company to build it's own invoice format.

    For us, we wish that there were more design options, and we really wish that we could remove the "Ways to pay" graphic with the credit card icons. For us it feels unprofessional and gimmicky. The default email message also felt super gimmicky. Using a subject line with the phrase "new payment request from ___" makes is sound like a phishing scam.

    29 votes
    17 comments  ·  Invoicing  ·  Admin →
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  8. Please allow us to switch between old and new templates for invoices.

    please allow a button for us to switch back and forth between the old and new templates.
    the old templates are very cluttered and ugly, I prefer the newer ones.

    3 votes
    0 comments  ·  Invoicing  ·  Admin →
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  9. Need Ability to Create 2 Late Fee Streams

    Need the ability to create 2 separate late fee items. My client has a late fee policy for tenants of $50 after a 5 day grace period AND $5/day. Should be a very easy update. Most platforms I've used already have this option.

    1 vote
    0 comments  ·  Invoicing  ·  Admin →
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  10. Features from QuickBooks Accountant Desktop that need to be added to QuickBooks Online

    The batch invoicing tool in QuickBooks Online is very limited relative to the batch invoicing tool In QuickBooks Accountant Desktop. I should be able to enter more than 30 invoices at once, copy down a field from the top cell in a column to all of the cells in the column beneath it which have invoice numbers assigned, and paste in multiple cells worth of data at once. These were great features of Desktop and QuickBooks Online not having these features has made switching unbearable. Transactions should also be able to be imported through an IIF file, as this allows…

    3 votes
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  11. make flat rates billed like flat rates

    some time last week when i went to go invoice, all of my flat rate line items were acting like by the hour or unit line items. it used to only have flat rate, no QTY or HOUR option while invoicing, and now all of them have suddenly stopped. There is no point in a flat rate option if it is not set up as a flat rate. I don't know why this was changed as this causes some pretty big issues with billing if you were to accidently change the qty on a flat rate. It has already caused…

    1 vote
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  12. Automatic TimeStamp

    When a new invoice is created, it would be nice if it was automatically timestamped. I've seen the whole "custom field" where you have to manually enter a time for every single invoice, but this in not reliable. I understand the concern that the TimeStamp would not update when the invoice is edited and then re-saved, but also we don't want it to update every time either.
    My need in full, would be that whenever an invoice is created, the time would be loaded into a slot just like the date is. This way it would print and be saved…

    1 vote
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  13. Flat Rate

    AS of today, when I go to create and Invoice or Estimate, after selecting the correct "Product or service" option from that dropdown, I always go next to "Unit" and select between three options of "Units", "Hours" or "Flat Rate". When I started making Invoices today, the "Flat Rate" option all of a sudden has vanished and I am only able to choose from "Units" or "Hours" which will not be acceptable for Flat Rated items. The current invoice format wouldn't be accepted by payment processing by our primary corporate partner and that is a massive issue for my company.

    6 votes
    0 comments  ·  Invoicing  ·  Admin →
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  14. Display both home and foreign currency on the invoice print-out.

    I would like the ability to display both home and foreign currency on the invoice print-out. It would be very helpful to the clients to be able to see both the currencies and the exchange amount. Can I ask for an alternative solution on this as it is currently impossible to do so?

    1 vote
    0 comments  ·  Invoicing  ·  Admin →
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  15. Be able to add extra columns to the calculating part of the invoice

    I Have a rental business. I need additional columns/multipliers for the invoices as follows:

    1) Hire rate (a)
    2) Quantity (b)
    3) Time (weeks/days hired) (c)
    4) Hire total (abc)
    5) GST on total for item 4
    6) Security deposit amount per item (e)
    7) total security deposit for the quantity of items (e*b)

    Then I need a subtotal for no 4 , 5 and 7
    Then I also need an overall total

    Currently You cannot add columns to the invoice templates, so I cannot currently use quickbooks for my invoicing.

    I have attached a screenshot of the…

    2 votes
    0 comments  ·  Invoicing  ·  Admin →
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  16. Save CC and BC fields on Invoice per customer to auto populate

    Having to copy and paste these on every invoice is a pain. Please let us customize settings for invoices for customers.

    1 vote
    0 comments  ·  Invoicing  ·  Admin →
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  17. Autofill Project Name

    Using custom fields when creating an invoice, allow "Project Name" to auto populate project name on the invoice. Having to manually enter it is just another opportunity for mistakes. When the customer has multiple projects under them (see attached), invoicing is done on a project basis, not a client basis. Yet you have to manually enter the project name every time creating the invoice. (see 2nd attached)

    3 votes
    0 comments  ·  Invoicing  ·  Admin →
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  18. Allow cursor to automatically appear in name field upon entry to new invoice and payments

    I am having an annoying issue when I am applying payments or creating new invoices. When I choose "save and new" or just open a new invoice or payment, my cursor does not automatically start out in the name field on the new record. I have to click into it each time. It used to be that my cursor was automatically there in the name field upon creating a new invoice. Whats going on and will it be fixed? This is such a pain.

    2 votes
    0 comments  ·  Invoicing  ·  Admin →
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  19. Blacklist certain customers from auto invoice reminders

    Please allow us to blacklist certain customers so that they don't receive automatic invoice renewals. Not all of our customers appreciate the automatic renewals, especially when there are substantial completion holdbacks.

    7 votes
    0 comments  ·  Invoicing  ·  Admin →
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  20. Automatic Invoice Reminders - Allow to create more than 3

    More than 80% of our invoices are paid late and sometimes we have to send up to 10 reminders over the course of 3-4 months to get paid.
    So, 3 automatic invoice reminders aren’t gonna get the job done and I will have to send the remaining 7 reminders manually. We currently use Xero and they allow 5 automatic reminders, but we consider switching to QuickBooks because it integrates with our CRM system.
    Please QuickBooks increase the number of automatic invoice reminders up to 10.

    1 vote
    0 comments  ·  Invoicing  ·  Admin →
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