QuickBooks Mobile Feedback Forum
170 results found
-
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…
13 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.
38 votes -
Complete invoice export in excel file
To be compliant with some e invoicing regulation, it's needed to export in excel file all fields invoice ( all data reported in pdf version) required VAT number ID, complete address, detailed lines . Current version doesn't allow to export these data due to limited columns export procedure. Should be great to have it due to compliance risk
1 vote -
statement of account template
statement of accounts to reveal customer's job number or P/O number for customer's account to refer which invoice belongs to which p/o or job number of their own which we have indicated inside the individual invoices
5 votes -
Revenue Recognition and Revenue Forecasting
Hi Quickbooks Online Advanced team,
Recently you unveiled the new feature of revenue recognition in Quickbooks Online. This function looks to be working great but would be better if you had the capability to use it to project revenue received when recognized in the future. Currently this newly unveiled function does not display revenue earned in future months on reports despite changing the dates. NetSuite, Sage Intacct and AccountingSuite all for this function. It would be great if after recording an invoice using revenue recognition product lines if I could look at reports in a future date and see the…
5 votes -
Bring back the option to import your own template on Form Style
Bring back the option to import your own template on Form Style, we need to have different invoice depending of the bank account we send to the guests, plus information in the invoice, and on the invoice of QB only allow 400characters, wich are not enough for the bank details and payment details.
8 votes -
Invoice Template
Can we add extra columns in Table Content in Invoice Template ?
12 votes -
1 vote
-
Restrict below cost entries when invoicing.
Restrict below cost entries when invoicing.
1 vote -
Restrict negative stock entries when invoicing.
Restrict negative stock entries when invoicing.
1 vote -
VAT name changed to BIR on sales invoice
Can you changed back the name 'BIR' on invoice to VAT#
1 vote -
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
- Don't see your idea?