QuickBooks Mobile Feedback Forum
20 results found
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Add tab for collection notes under Customers
I need functionality for collection notes like there is in desktop. A different tab and ability to enter notes with an automatic date stamp. The notes options in QB Online are completely insufficient and clutter up the main customer view!
3 votes -
sales page view
Hi,
Regarding your new view when viewing a customer and transaction list. Firstly, if I want to see open invoices, I now need to chose from two dropdown boxes instead of one. It was better before. Also, why are all dates always set to 365 days automatically. I will ALWAYS want to see everything that is owing - that applies to sales and purchases - this filter just creates incorrect data as it is easily overlooked.
When trying to view a sales invoice or sales payment, the additional screen blending in on the right does not provide anything that isn't…1 vote -
Disable the box "Same as Billing Address" in the Shipping Address by default
Disable the box "Same as Billing Address" in the Shipping Address by default.
Many businesses similar to my own has most of the transactions occur at the point of sales (ie: my physical retail store). Having the Shipping Address automatically populated "Same as Billing Address" affects the sales tax rate. I'd like to request to have the shipping address blank by default. If other businesses involve with shipping, they can simply just check the "same as billing address" box. Whereas for me, it requires me to uncheck the box and having to manually delete the pre-populated fields (lots more steps!!!)…1 vote -
Setting price Discount rate for customer
Hi,
I have used Quickbooks desktop previously and it has the function to set discount rate for customer. I would like to request this function to be available for Quickbooks online. The function allowed us to create estimate with the set discount rate for customer. It save us time and all our staff can just select the customer to provide the estimate. No need to check the discount rate for the customer.1 vote -
bulk update customer list details
Seems archaic that one can't import an excel sheet to update customer details. One can only import new customers but not update existing customers.
6 votes -
Upload updates to multiple existing customers
Upload updates to customer list for multiple existing customers
5 votes -
Keep Location Names Visible in Vendor Hub
In the vendor area, when the account category is posted to only one account the Location name is visible as ' Oak Lawn' or 'Elmhurst' in the vendor. However, whenever I have more than one account category entered for that particular vendor, the location name turns into 'Split' in the vendor hub even though I never split the account to multiple location. Could you please keep the Location visible despite the number of account category used in the detail so it can be more useful to us.
1 vote -
Non Tax Customers vs tax exempt customers
In the customer profile - you should be able to choose tax exempt or non taxable
2 votes -
Add ability to Delete/Make Inactive Customers on the Mobile App
ability to delete or make inactive customer via iPhone or IPad in the mobile app.
6 votes -
Customers - Technological Glitch
I am having a technological glitch happen when I scroll through customers. Once I am in a customer, the sidebar with all customers goes blank instead of populating alphabetically as it normally would. Once I finally get it to populate, it jumps to the top of the alphabet instead of showing the customer I am working in.
I'm on a Mac and using Google Chrome. Has anyone else had this issue? It has thrown a wrench in my workflow. Thanks for the help!
1 vote -
Would be helpful if you export templates matched your import templates i.e customer notes
Would be helpful if you export templates matched your import templates i.e customer notes. Transferring a client form an existing subscription to a new one should be seemless, but unfortunately as your import and export templates do not match it is troublesome having to manually enter some info onto the new system.
3 votes -
Improve Customer Information and Organization
Enhance the organization of customer information (add more first name, last name, email fields)
I love Quickbooks, but one of the negatives are we have multiple contacts for our customers and are unable to organize our contact list. To better organize our contacts (and to potentially use the email functionality) I would like to see more name fields so we can put the first and last name of the other email addresses. Currently we are able to put 1 first and last name and 2 or 3 email address but no way organize the names with the emails addresses.
I…
8 votes -
Add US Virgin Islands as an available address
Please add the US Virgin Islands as an available option for employee and vendor address. I am not asking for payroll assistance, just the ability to correctly enter an address for someone in the USVI.
1 vote -
Reports/Statements
Customer verbatim: Limit increase request, Description : Customer needs to print EOM statements and seh has 500 customer accounts and needs all 500 printed all together at once not 50 or 100 at a time, She says that this is not acceptable as this is a lot of work and if the limit be increased to 500 and up, it will make her work easier as its a really busy store. She is also loosing a lot of revenue because her customers have to have the statement before they can pay her. She needs this increase asap so she can…
1 vote -
For QuickBooks Online on web (not Mobile): Extra Email Fields for Vendors and Customers
Please have the option of multiple email address fields in the Vendor info screen, so we can input different departments for Vendors, based on routing need. i.e. an email address they provide for accounts receivable to send remittance notices to, is different than an email we need to send purchase orders to. Currently there is only 1 field we can input an email address into, and we can't logistically change it back and forth based on what we need QBO to send out; transaction volume it too high to sanely do that. Same idea goes for the Customer side. Thank…
3 votes -
Chart of Accounts
Currently, the option to arrange the list in the Chart of Accounts manually is unavailable in QuickBooks Online. We can only sort the list in ascending and descending order.
CPA's and Accountants desperately need this capability. We realize that you might think this keeps people from screwing things up if they aren't accounting savvy, but some of us are accounting professionals whose hands are tied by this inflexibility. Please reconsider and restore this functionality in the next update or, at the very least, provide an override for Accountants.
1 vote -
Shipping Address Book
This fits under several categories, and applies to both mobile and browser-based QBO interfaces. The idea is for QBO in all its forms (browser, mobile, whatever) to provide an "existing or new" interface for shipping addresses wherever they are used (sales orders, invoices, estimates, etc) that can pull from either a customer-specific list of shipping addresses and/or a global set of known shipping addresses.
My company is an entertainment production services company. The "shipping address" represents the venue where services are provided. There is a many-to-many relationship between customers and venues. Many different customers may perform at the same venue,…
4 votes -
I need the option to reorder Chart of Accounts with QBO
reorder Chart of Accounts with QBO
3 votes -
Credit limit for Customers
There should be an option to set a credit limit for customers so that if this is ever exceeding the customer will not be able to order anything else on account!
1 vote -
Custom Fields for Vendors or type field
In the desktop version, I was able to add custom fields to many of the list items. For vendors specifically, I created an Entity Type field, so that I could assign Corp, S-Corp, LLC - Indiv, LLC-S-Copr, Indiv. Partnership, etct. This would ensure that the 1099 selection for the vendor was set correctly, and that it was verified when the vendor was entered.
13 votes
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