QuickBooks Mobile Feedback Forum
170 results found
-
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 -
put phone numbers on invoice
Allow the following fields to be put on the invoice when customizing it:
- Phone Number
- Mobile Number3 votes -
Allow an Invoice to be converted to Estimate
I need the ability to take an invoice I've created for a customer, and convert it to an estimate. We need this feature for two reasons:
We want to copy an invoice for a previous job where no estimate was ever created. Saves time by not having to reenter everything.
We accidentally copied an invoice and sent it as an estimate.....and now the "invoice" is showing in our aging reports. We never intended to create an invoice.
this is IMPORTANT!
5 votes -
Reverse VAT Charge
When selecting the 20% RC CIS Reverse VAT charge the VAT breakdown should show on the invoice.
A lot of our clients are having problems with their customers refusing to pay because the VAT breakdown isn't shown on the invoice.
Is it a feature that can be implemented soon please?1 vote -
Ability to Switch Sales Form templates on Mobile App
We need to be able to switch between invoice and quote templates on our mobile apps.
3 votes -
Link that allows customers to pay directly upon receipt of our invoice
Link that allows customers to pay directly upon receipt of our invoice
3 votes -
Ability to add product pictures to products and sales form on the Mobile App
IT WILL BE REALLY NICE AND GOOD FOR THE MANAGEMENT OF THE PRODUCTS AND INVOICE IF I COULD ADD THE ITEMS PICTURES IN THE INVOICE EVERY TIME I MAKE INVOICE.
2 votes -
Customize Payment Vouchers and Receipts
It's better to have customizable payment voucher & receipt so that we can add additional fields such additional signature and payment voucher number, etc.
1 vote -
Allow users to enter negative numbers on sales forms for discounts and refunds
The app is useless if I can't do this.
6 votes
- Don't see your idea?