QuickBooks Mobile Feedback Forum
167 results found
-
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 totalCurrently 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 -
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.
2 votes -
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 -
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 -
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 -
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 -
If my data is older than 60 days, then how can I Delete Specific Customer and Restart it in QBO?
If you have used QB account for more than 60 days, and now you want to delete specific customer and restart it in QBO, then you need to follow the below-given steps:
First, Discard your Current Account
For this, click on the Settings option and then go to the Account and Settings button.
Then, navigate to the Billing and subscription tab and hit Cancel subscription.
Now, follow the on-screen steps to cancel your account.
Secondly, Create a New Company
Go to the webpage https://quickbooks.intuit.com/choose-country/.
Here, enter your user ID and password. You can use the same id and password…1 vote -
Alphanumeric sorting of products sold on an invoice
It would be efficient if you gave us the option to sort products sold alphanumerically on invoices and sales orders. Not only would it help the seller compare physical products to the invoice it would make it easier for the buyer (recipient) to compare the invoice to product received.
3 votes -
Move multiple lines under bundle item
When there are multiple billable items that get added to an invoice, moving each item under a bundle item takes considerable time. Sometimes there are over a hundred lines. It would be nice to be able to "select all" and move all the selected items under a bundle as a mass instead of one by one. Other factors that make moving one by one frustrating is that there is a delay in the mouse movement vs what is displayed and if you don't place the item just in the right spot it fails to move.
1 vote -
Invoice and Sales Receipt Number
Under the current setting, we can only enable or disable the number feature. Once it's on, QB will automatically assign a number for the invoice and sales receipt. In most situation, we have different number sequence for invoice and sales receipt. We would like to have an option to leave the number field blank and manually add one when we need instead of auto assigning an number by the system.
3 votes -
Let QBO Remember the last sales price for an item for a particular cusomter
There is always different prices for different customers. it would be great if QBO remebers the last sale price for that particular item and suggest the same while invoicing. As the customer keeps complaining regarding the change in price every time we invoice them.
1 vote -
Custom email address and domain for invoices
We should be able to use a custom email address on our own domain to send invoices from QBO.
It's wild that this isn't already a feature. Invoices from noreply@intuit.com are often caught in spam filters. It's simply embarrassing for clients to see the intuit.com address, and for them not to be able to reply.
Invoicing is a part of customer service. A custom email address along with a custom email template should be the absolute minimum.
Xero, Zoho, and most other cloud apps can do this.
If you're concerned about SPF, DKIM, etc., write up a help doc and…
12 votes -
Custom Email Template
I would like to have the ability to create a custom email template. Under the "Custom Form Styles" I should be able to create a custom template for emailing invoices to customers.
This would allow me to use my branding and provide my customers a more personal touch. I don't like the big box in the middle of the email with the Quickbooks branding.
It doesn't add any value to me to advertise my accounting system to my customers. I would like to promote my own business.
37 votes
- Don't see your idea?