QuickBooks Mobile Feedback Forum
29 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!
7 votes -
Increase the character limitation in customer profile emails!
I can't add more than 100 characters within the customer profiles emails. This is a huge issue for me because I need to add more than 3-4 emails at times to different customers. Please help asap!
1 vote -
I want to be able to run a P&L and filter by "customer type"
I want to be able to run a P&L and filter by "customer type." I believe it's doable on a desktop, but we are on QBooks Online. We want to distinguish which clients belong to which department via customer types. We are a CPA office with thousands of clients.
1 vote -
Remove the limitation of creating a customer and vendor with the same name
Remove the limitation of creating a customer and vendor with the same name. This is a normal and common practice to deal with the same company as a customer and vendor.
This limitation is damaging to QuickBooks as a software.1 vote -
Bulk update customer details
Cannot upload a csv or excel to bulk update existing customers
2 votes -
Search Custom Fields Under Customer or Vendor List Columns
Under the Customer or Vendor List, if you enable a custom field as a column to display on the list you should be able to search that custom field column using the filter search right about the customer or vendor list. Without the ability to search that column it becomes useless to display custom fields as column on the customer list or vendor list.
1 vote -
Renaming "Customers" to "Suppliers"
I would like to be able to rename "Customers" to "Suppliers." We are a travel agency, so we don't have customers paying us. We have suppliers (i.e. hotels and other partners) that pay us commission based on the bookings we make for our clients (travelers). Those suppliers are who we create invoices for.
1 vote -
Side bar scaling to show all text
Side bar when searching for customers doesn't show full text. Need to either text wrap names or make the side bar expandable
Jayvee from intuit chat told me this is the QBO desktop browser feedback channel. I don't know if that's true considering how much "mobile app" I'm seeing here. I told him that the green text above me says "How can we improve QuickBooks Mobile on iOS and Android?" and he told me to ignore it. Looks like a broken link sent me here
1 vote -
Export Customer List With Balance Information
QuickBooks Desktop allowed users to export the customer list with balance information and addresses for each customer. QuickBooks online does not include balance information and addresses in the same exportable files. Please provide backwards compatibility between the 2 versions and allow balance and addresses to be exported in a single file.
1 vote -
Freeze the Add New button at the top of all lists!!!
Please add the Add New button at the top of all lists so that we don't have to scroll to the top every time to start over.
Even better, allow creation of new accounts/categories on the fly throughout all transactions!
1 vote -
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 -
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.
7 votes -
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 -
Upload updates to multiple existing customers
Upload updates to customer list for multiple existing customers
5 votes -
Non Tax Customers vs tax exempt customers
In the customer profile - you should be able to choose tax exempt or non taxable
3 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 -
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
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