QuickBooks Mobile Feedback Forum
29 results found
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Add image or product image inside the ESTIMATES rather than attaching it
It would be hard if its not inside the ESTIMATES other clients still need to ask which is which. You should come up with an idea where you can upload the product image directly to the estimates not as attachments
2 votes -
Top Quality PVC patches UAE
Describe our PVC Patches UAE service, which is well-known in the Gulf Countries and other nations. Our top priority is keeping customers happy, and we never skimp on the quality of our products. Your artwork is digitised using cutting-edge software, and then patches are created by pumping colour into soft PVC moulds. Additionally, Label Patches for sale available at our site https://www.gulfpatches.com/uae-patches.
1 vote -
Estimate Report that Provides Progress Billing Unbilled amounts per Client/Job
Provide a report that summarizes open Estimates per Client/Job for the billed to-date and unbilled dollar amounts.
4 votes -
Cancel the New Estimate Acceptance Process
My QBO was recently updated and now it request me an acceptance process before I can convert the estimate to an invoice.
How can I disable it?? It's now taking me a long time to process my estimates into invoices.
1 vote -
Option for multiple customer facing emails
QBO should have the option to have different customer facing emails. For instance, if a user has multiple departments (i.e. sales, accounts receivable, accounts payable, etc.), it is inefficient to have all correspondence go through one customer facing email instead of being able to have a separate email for estimates, invoices, etc.
1 vote -
Add Pictures to Estimates
The ability to add a picture of the product to the estimate.
1 vote -
Add a PPrice Column in the estimate/invoice that only the business owner can see
I just moved over from using the QuickBooks 2014. Much to my surprise I have been using a feature that is critial to my business that you don't have in your cloud version. I have been using a PPrice (Purchased Price) column on my estimates and invoices that helps me determine what I will change the customer per item. As a Master Gardener I purchase plants from many nurserys and list my cost in that column. The PPrice Column disappears when I print or send the invoice/estimate to the client or vendor. I have been relying on the feature so…
2 votes -
Option to upgrade to the new Estimates/invoice layout
I spent 2 hours speaking to representatives about this issue. The goal is to send an estimate, have the customer accept the estimate online, and have a deposit requested automatically.
The OLD invoice layout does not allow this. The new one does. There is no way to upgrade from the old one to the new one. The representative suggested i create a new QBO account, which I did, and it had the new layout. Then i would need to backup all of my data from the old account and move it over manually. Its crazy to request that from a…1 vote -
Estimates/Proposals
Allow or create a template that allows users to create a proposal that explains the "scope of services" to be provided. My clients expect professional proposals, not estimates and I need to provide a description of the project, work to be provided/performed, schedule, and methods. The estimates templates do not work for professional services firms (engineering, consulting, etc.) See example attached
6 votes -
GEMSTONE
Hi, I am Sandeep Patodiya presently working as a Marketing Manager at Rashi Ratan Bhagya for the last 3 years. Our firm offers all Precious & Semi-Precious Gemstones like Red Coral gemstone, Ceylon White Sapphire stone, Original Cats eye gemstone , and Original Pitambari neelam stone. We have had a Gemstones & Jewelry worldwide base of customers since 1985.
https://rashiratanbhagya.com/gemstones/coral-munga.html1 vote -
Estimate Subtotal Headings
Hello QBO Online team - I'm posting this in the mobile section because I'm having a tough time finding where to create a new idea in the QBO Online forums, I hope it reaches the right people.
It would be very helpful to add a feature that allows the user to create headings within the content of an estimate. If a job has multiple parts, it can be hard in the current format to delineate between them.
The subtotal function is good, but it would be more useful if the user were able to title or give a heading to…
1 vote -
SHOW THE MARK UP COLUMN IN THE ESTIMATE...
JUST LIKE THE DESK TOP VERSION, PLEASE ADD THE COLUMN IN THE ONLINE VERSION.
7 votes -
Add a Project Name field to Estimate & Ability to enter mark-up % or $
Two great additions to Estimates would be to have a fileld labeled "Project" so it can be tracked and separated from the customer's name if desired.
As a general contractor we want to send an estimate to the customer's nmae, but we name our projects based on the street name address. Our work-around for this has been to enter the Customer as street name: MILTON 1377
The problem is we do not want the estimate to be addressed to MILTON 1377 instead of Jane Doe.Second item, I have seen lots of requests going back as far as 2018 (farther…
2 votes -
Estimate & Invoicing
QuickBooks is a great tool for small businesses. Can more fields (columns) be added to the invoice and estimate?
1 vote -
I need to be able to enter different markups on each and every estimate as it changes with each project, like I used to be able to do in the
I need to be able to enter different percentage markups on each and every estimate as it changes with each project, like I used to be able to do in the desktop version.
5 votes -
Accepting Estimations & having a Quotation option
Why does QB not have automatic acceptance of estimations, so that the client can accept the price? this way the business would not have to chase clients to see if they accept the price. In addition, why is there only a option to give estimations and not quotes, as in the UK these are different.
Estimations can differ in price
Quotations are a largely binding price between company and client.
Clients prefer Quotes so they know what they will pay
5 votes -
Permit Estimates to retain "linked" status when converting invoice to recurring invoice.
An estimate which requires installment payments over 12 months is possible but each month the user is required to generate a one time invoice from the Estimate UI. (You can also link from a new invoice to the previously created Estimate.) If the payment period is set to a known duration it would save time to create one "linked" invoice from an Estimate and convert the created invoice into a recurring invoice but still retain the "linked" status between invoice and estimate. Currently new invoices must be manually matched. Understand that there will be corner cases related to customers paying…
1 vote -
Estimates & Progress Invoicing Detail
Needs to be a report for Estimates & Progress Invoicing Detail. We need to get the line item detail
3 votes -
3 votes
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Provide ability to remove Total Pricing from an Estimate
Provide the ability to remove total pricing for an estimate. Just provide a check box that allows us to remove it. Sometimes we need a job list on site for our team but we don't want to share product pricing as well as the total price of the job. Allow us to remove this easily on the estimate.
9 votes
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