QuickBooks Mobile Feedback Forum
125 results found
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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 -
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!
3 votes -
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,…
5 votes -
I need the option to reorder Chart of Accounts with QBO
reorder Chart of Accounts with QBO
4 votes -
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.
14 votes
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