QuickBooks Mobile Feedback Forum
51 results found
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Add a dropdown menu to choose a Product or Service for transactions in the bank feed page.
When you click on a transaction in the bank feeds page section, you can categorize it.
You may choose Vendor/Customer, Account/Category, Customer/Project, check if billable, Class, Tags, Memo, Add Attachment, Create a rule, Exclude, view Categorization History, Split, or Add. There is not an option to assign a product or service to the transaction yet.
Right now you would need to manually create an expense for example and assign item detail, then go back to the bank feed and find the match.
My client does house flipping and created a long list of products/services, but I'm unable to assign these…1 vote -
Batch feature and view on Tags
Please add a feature to match and or apply tags on multiple transactions instead of applying one by one. Would also be great to view all the tags beside the memo on the transactions when I go into the vendor.
1 vote -
Option to warn when a Location isn't assigned when Track Locations is enabled
"Track Locations" should have the same "Warn me when a transaction isn’t assigned a class" as "Track Classes" does. If you don't add a location to every transaction you'll end up with a lot of "not specified" entries so I don't want anyone to accidentally forget to put it in.
2 votes -
Magento 2 Out of Stock Notification Extension
Magento 2 Out of Stock Notification Extension
Send alerts to subscribers to notify them about the availability of out-of-stock products. Keep your customers updated whenever unavailable items are added to inventory. Comes with in-built SMS APIs.
Magento 2 Out of Stock Notification helps customers subscribe for out of stock products to get alert when the unavailable items are back to stock. The store merchant can send out of stock notifications to customers and guest visitors via email and SMS. It displays subscription box on product pages for customers to subscribe for receiving email & SMS notifications. Out of Stock Notification…
1 vote -
Allow class codes for auto recorded transactions
It would be nice if we could assign a "class" to transactions that are auto recorded by QuickBooks. Examples of this would be the CC processing fees, discounts, and other auto recorded items. Right now I am manually editing each item which is a huge waste of time.
4 votes -
3 votes
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Import Journal Entries in to Quickbooks online
Hello,
I use the journal import feature in QuickBooks desktop but I have moved onto QuickBooks online now and I will love to import my journal entries just as before.4 votes -
Alerts to manage receipts
Allow for an option to set up alerts for transactions/expenses that exceed a specified dollar value and do not already have a receipt attached. This would help manage receipts that would be needed in the event of an IRS audit.
2 votes -
Allow View Register Action for All Chart of Accounts
I come from a background of using QB Desktop for many years and began using QBO in 2023. I am frustrated at not being able to view the register for many of my accounts. On the Chart of Accounts page, the View Register action is not available for those accounts. I can't see a pattern as to which accounts can be viewed and which cannot. Income and expense account types perhaps? It seems as though Intuit product managers have gone too far in dumbing down QBO. What good reason could there be for that limitation? Please refer to QBO Support…
1 vote -
Improve Venmo Manual Upload Mapping
From / To / Tips / Tax / Transaction ID - Columns needed
1 vote -
new features of quickbooks desktop 2024
QuickBooks Desktop 2024 is a new version of a wide range of accounting software that has created new trends in the market. The new version includes many new and exciting features such as: Improved privacy, increased efficiency, and useful snapshots of a user's current inventory. The new QuickBooks Desktop initiative has features that improve visibility and control. This version facilitates routine tasks that can be automated using accounting software's tools and extensions. This allows users to do more for their customers. This section describes the latest features in QuickBooks Desktop 2024. This latest version of QuickBooks software provides better security,…
1 vote -
1 vote
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I would advise against opting for this platform.
QuickBooks Online consistently fails to address issues promptly, displaying a sluggish response time. The classes-section is not working properly, and despite numerous attempts to seek assistance from customer service, resolutions remain elusive after hours of engagement. I would advise against opting for this platform.
1 vote -
Make it easier for credit/overpayment refunds to be entered on QB
The work around that needs to be done when you issue a refund or receive a refund/credit refund on QB is too complicated for anyone without accountancy training. It’s fine to do as an accountant, as we understand the double entry processes that need to be put through, but trying to explain all the transactions that need doing when a client wants to do this themselves can cause huge problems and takes much longer to explain than if we just did it for them!! Can’t QB create a refund credit/overpayment option that does all the transactions/journals in the background (in…
2 votes -
PO Report with details
Why isn't there a report that lists the details of a PO with the column titled Manufacturer's Part number on it? How can I get a custom report like this. When I add MPN as a custom field on the current report, the column is blank. HELP!!! I need a report of all purchase orders with all details for anything purchased including items NOT on the item list in QB. When I place an order, the PO entry has a place titled Manufacturer Item Number, but I can't find a report that includes this info. I need it to evaluate…
1 vote -
Tags per line item/journal entry
Tags have become a critical way for us to do proper budgeting for our non-profits transactions and to give our operational divisions a way to know what they've spent without cluttering up our chart of accounts for when we pass our finances off to our accountant for taxes. The fact that we can't
1) add tags to journal entries and
2) add tags to individual line items in split transactions/journal entriesis a huge problem for us and means that we either have to go back to having a chart of accounts that is a mess, or we have to…
12 votes -
Make EVERY Business Happy by making Reconciliation Helpful
The person that designed it has never had to figure out an account that won't reconcile. First off, the time you REALLY need a Reconciliation Discrepancy Report/Tool is during reconciliation when you have differences. The existing Reconciliation Discrepancy Report is pretty useless, nothing is filterable, you can't highlight and can copy values, and there's no export. For deleted items, you don't even list the date they were modified. All it does is shows you things that changed. If you want to make a Reconciliation Discrepancy Report that is helpful, make it directly accessible while you are in the Reconciliation Application…
1 vote -
advanced search filters
Include "Class" and account types in Advanced Search QBO
It is critical to be able to search ALL our transactions in QBO - to do this efficiently we need to be able to filter for "Class" in the Advanced Search function. Also, search by account type or just account is not available. These (and many more filters) were available for a long time in QB Desktop. Since this is simply searching existing data, why is "Class" not searchable?? Please add "Class" as a filter in Advanced Search within QBO.2 votes -
Supplier Credits - simplify the current 3 step process to match supplier credit with bank feed
There should be an option to match a bank receipt directly from the bank feed to a supplier credit.
The current process is laborious particularly where numerous supplier credits are received.1 vote -
Please allow the user to select how the Transactions>Banking page displays the banks info.
Please allow the user to select how the Transactions>Banking page displays the banks info. I'm not sure why one of my companies shows all of the banks across the top and my other company shows the banks by selecting from a dropdown list. I would prefer to view all banks on a single pane.
1 vote
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