QuickBooks Mobile Feedback Forum
158 results found
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Please allow users to change the rate on the invoice to 3 decimals, if needed.
Allow users to change the rate on invoicing to 3 or 4 decimals, if needed. All companies do not use the rate for 2 decimals on the invoice. A lot of companies use 3 or 4 decimals when creating an invoice for the pricing.
2 votes -
Add ability to edit packing slip and add a column for backordered items for QuickBooks Online
Currently there is no way to add a fillable column to an invoice outside of the few default options. Additionally there is no way to customize the packing slip and make note of items that are currently out of stock. This makes it very difficult to communicate to customers what they are actually receiving in a shipment to hand write notes on the packing slip. This makes the packing slip look very unprofessional and makes tracking items that need to still be shipped nearly impossible without creating a manual system.
3 votes -
Remaining balance on line item for progress invoice
Currently when creating an invoice for an estimate the line item will always remain at the original amount of the estimate.
If I want to do a percantage of the remaining balance that won't work because the line item balance will remain the original amount and not update to the remaining balance if I do multiples invoices.
2 votes -
Turn off shipping from automatically
I provide a service and I do not ship any products and it automatically fills the ships from on my business location and not the customers location and it fills the wrong taxes for the job. this is a complete hassle for me and my CPA. This has already costed me thousands of dollars to correct this. There needs to be a way to turn this off. I have spent about 20+ hours on the phone with QB on this issue and have case logs for hours. case # 1586455752, 1586850147, This must be fixed or I will have to…
1 vote -
Remove the automatic shipping and billing fill-in information for different addresses.
Remove the automatic shipping and billing fill-in information when creating an invoice for accounts that have different billing and shipping addresses.
2 votes -
When viewing invoices on QBO mobile app, there are fields that can not be viewed. Example is shipping/tracking numbers.
When a user opens an invoice in the app there should be an option to view shipping information. Like how it was shipped (UPS Ground, FedEx, etc), shipping date and tracking number. Even if those options were only visable when you went from the simplified view to the detailed view. Then allow the tracking number to be copied, edited, etc.
1 vote -
Share Invoice Link - shorter URLs and include customer name
Share Invoice Link - use a shorter URL link (e.g. the way tinyurl.com or Youtube uses short links) AND include customer's/patient's name so when pasted, we know the correct link is being sent to the correct customer - it would be disastrous to send one customer's invoice to the wrong customer.
4 votes -
default VAT code
be able to set a default VAT code for a customer when invoicing and not have the last used code come up automatically
1 vote -
custom edit Statement form
Why can't we edit the layout in Statement forms. Quickbooks layout is shocking!
4 votes -
Add Ability to Email Packing Slip
Currently Quickbooks (desktop) only allows for emailing an invoice. Very frustrating. We should be able to email anything, including the packing slip. We don't want our employees or contractors to see our invoices, but we need them to work with the packing slip to pack and ship orders, etc. But you only currently allow emailing the invoice only. Please, please, fix this.
5 votes -
Ability to turn off sales tax in QBO
There is a button in the Sales Tax tool, under settings, "Turn Off Sales Tax." But you cannot use it. No matter what you do in QBO, delete all invoices with sales tax, all entries to the Sales tax liability account, make all Product/Service items non-taxable, it still will not let you turn off sales tax. This is necessary because QBO is blocking OneSaas from completing the invoice migration from FreshBooks to QBO. SF Case #1577629820
10 votes -
Workflows Feature Ideas
Features requested by customers to add to our workflows capabilities
5 votes -
Adding QR to invoices
Please I need the process step by step to add the QR to my invoice, I have tried all the suggestions but until now I'm not able to do so.
2 votes -
Invoice Paper Signing.
The option to add a space on invoices, so clients can sign the physical paper instead of signing on the mobile app. Also, whenever the uses chooses to add the space for signatures, the program should print the invoice twice, so the seller also has a copy of the signed invoice.
1 vote -
Bring back my ability to import custom form styles for invoices
My business depends on the ability to upload a custom invoice style in order to comply with the legal requirements of my state. Why did you remove this feature? It worked just fine. Quickbooks invoice templates simply cannot do what we need. Your customer service rep suggested that we upgrade to QB Advanced for $180/month. You must be out of your minds! We are currently searching for a new accounting software.
14 votes -
Invoice template: "Message to customer" should be specific to that particular template and not update all invoice templates
When a new invoice template is created or an existing one is edited, if the customer message is changed, it is changed for all existing invoice templates. The customer message should be specific to each template and not update other templates.
18 votes -
Recurring invoice to include automatically advancing service date
It is hard to effectively use recurring invoicing when the service date isn't auto-created. There should be a way to have the service date advance in the same way the invoice date can advance.
7 votes -
Edit Invoice Template
Apparently, you cannot upload your own invoice template anymore since QB removed this.
That said, do us all a favour and please update the features of editing an invoice template by adding the following:
Options to drag and edit every area of the document on basic level e.g. move address box to fit under the logo
Add text/image boxes anywhere on page with free text and import otpions
Add header/footers allowing images and free text
Allow watermark and to import your own
Or just bring back the option to import your own template pretty please!!
30 votes -
Product/Service Column in Invoices not showing full description
Within an invoice they have now changed the formatting so that in the Product/ Service column as you type in your product its duplicated meaning you cant see the full description, I have multiple products with the same name and different flavours so i am now unable to see the flavour to select with it being like this, I would like to request it to be changed back to the original formatting as this is causing a problem for me and wasting time selecting products just to find the correct flavour.
2 votes -
Do not change invoice numbers when importing them
When importing invoices via spreadsheet from another system, keep the invoice numbers exactly as they were instead of overriding them. This makes it somewhat difficult at times to locate the correct invoice.
1 vote
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