QuickBooks Mobile Feedback Forum
6183 results found
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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 -
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1 vote -
Forward via email both Invoice (bills) and invoice credits to QBO
I frequently forward emails containing Invoices (bills) in PDF format to: myfakeaccount@qbodocs.com. QBO does a fairly decent job of adding the bill to my account, but fails miserably when sent a Credit Invoice. Since the word CREDIT is prominently displayed where INVOICE is usually found I would think it a fairly easy transition to ad a credit to my vendor account, but NO I must delete the bill it has created and hand add a Credit invoice.
I thought I read that QBO is using A.I. yet it doesn't seem to learn which GL accounts should be suggested for…
1 vote -
Please allow us to switch between old and new templates for invoices.
please allow a button for us to switch back and forth between the old and new templates.
the old templates are very cluttered and ugly, I prefer the newer ones.3 votes -
schedule daily reports on Quickbooks online not only Desktop
It is very necessary to add the option to schedule daily reports, currently it is only available using desktop Quickbooks and not online
1 vote -
Importing product is all jacked up.
Fix the consoles ability to accurately and consistantly import product. only 11 out of 87 import and each time i get different errors that when investigated turns out not to be errors.
1 vote -
Share Invoice Link - available for QuickBase Pipelines or sync table
The "Save and Share Invoice Link" needs to be available as a data object passable to QuickBase either via pipeline or sync table. Currently the only way to pass the link from QBO to QBase is by having users log into Books, manually copy the link, paste the link into Base, and resave the record. This is cumbersome and error-prone.
Alternatively, I know that using minor version 36 one can use an API call to get the share link, but it's not currently possible in Qbase Pipelines to navigate QBO's OAUTH flow. You cannot have a pipeline request a token,…
1 vote -
Require expense to be recorded against their currency
I'm travelling around America at the moment and my receipts are all in USD. My bank account and home currency is AUD. There is no where for me to specify that the receipt for the travel expense is anything but Australian dollars. This is a huge flaw as the receipt won't match the entry if I manually convert it to AUD and obviously a larger problem if I leave it reflective of the reciept value as it won't line up with my bank account transaction which is in AUD. We need to be able to qualify what currency the receipt…
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Faster Processing Time
Good day,
I was just on the phone with the Payments Team, inquiring as to why an invoice payment via bank transfer (ACH) from 3 business days (5 calendar days) prior, had not posted to my bank account. In the process of the conversation, I learned that the deposit speed on my account is set to 5 days for checks, and ACH is considered a check, but that with higher transaction volumes the processing time would decrease to a day.
I find this paradoxical, that smaller businesses are penalized with longer processing times, when we are much more susceptible to…
1 vote -
The Art and Science of Custom Report Design: Your Ultimate Guide
Introduction
In today's data-driven world, businesses rely on data to make informed decisions and track their performance. Custom reports play a pivotal role in this process, as they help transform raw data into actionable insights. However, creating an effective custom report requires more than just numbers and charts. It's an art and science combined, and this is where a custom report design agency can make a significant difference. In this blog post, we will explore the importance of custom report design, the emerging trends in the industry, and how to ensure readability is above 50%.
Chapter 1: The Value of…
1 vote -
Wordle simple word puzzle game
Wordle simple word puzzle game
The Wordle game is a free browser game that can be accessed on both desktop and mobile devices. The puzzle game requires players to find the correct word once per day with only six guesses. Each time, they will gradually infer the correct word based on previous trial and error.
The Wordle game, developed by programmer Josh Wardle in New York, will be available on the App Store and web browser for free starting in October 2021. The game got off to a humble start with 90 players per day. In November, this number increased…2 votes -
INVOICE FEATURES FOR OTHER USERS- PLEASE ADD
I am contacting you guys regarding a question/ concern I had. We currently have a quickbook online access account. I wanted to ask if we were able to create a roll, where the user only gets to see the invoices. And in the invoices, the price for both each description and the total of the invoice is hidden. This is for the user to go in, and audit and look through the descriptions and ensure there are no typos, mistakes, and to move them around in order. Please let us know if this is possible, and if so how can…
1 vote -
Business Sold/Closing - Record Storage
QBO is being pushed vs Desktop, and its great until the business is sold/out of business. THEN WHAT?
There is currently no way to get pdf's attached to invoices, bills, bank rec, etc to export out. Clients think they are being good and paperless, attach the support to the transaction in QBO, then shred document. You can have 1 year read only, but we know audits don't happen that soon. Also, no good way to export all the data in a good way to actually be able to use and find information later if needed for audit. The work around…
1 vote -
What's new in QuickBooks Desktop 2024 latest release?
In today's fast-paced business world, being efficient and productive is essential. QuickBooks, a popular accounting software, has taken a big step forward with its QuickBooks 2024 Upgrade. This upgrade is designed to help businesses work better, save time, and become more productive. Here's a simpler breakdown of what it offers:
What's New in QuickBooks 2024 Upgrade?
1. Better Reports: Once you upgrade QuickBooks Desktop 2024, you get more flexible and detailed reporting options. You can make customized reports to see your business's financial health more clearly.Less Work: The upgrade makes things easier by doing more tasks automatically. This…
1 vote -
Export the Projects Level Data in One Piece by QuickBooks
Hi QuickBooks Development Team,
This is Yibo from Pro Star Energy, a customer currently utilizing QuickBooks. I have encountered an issue and am seeking assistance from the development team.
When attempting to export project-level details for our company's customers from QuickBooks, I noticed that the export functions for project-level data are scattered across different sections of the interface. For instance, reports on Expenses, Bills, and Payroll hours are located in the Overview section of a customer dashboard, whereas data on project profitability and Time costs by employee or vendor are found under Project Reports. The dispersal of this data across…
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Need ablility to turn off "automatic calculation" of sales tax in QBO. This is an
QBO needs to allow for 3 decimal points on tax rates for imported invoices and /or the ability to turn off "Automatic calculation" for sales tax. When importing from Connectwise the iif export file is correct, but upon import, QBO overrides the custom tax rate set for the client in both systems and goes to Automatic Calculation, and rounds the tax rate up. The rate should be 5.185 and on import it makes it 5.19
Even with a custom rate set against the client, that rate isn't being honored on imported invoices. If I create an invoice directly from QBO,…7 votes -
I would recommend to bring up the feature that you will have option to apply the design template to invoice or estimate. And get the templat
I would recommend to bring up the feature that you will have option to apply the design template to invoice or estimate. And get the template design more user friendly to get it easier to customize and understand.
1 vote -
sgodwin@uaprecycling.com
For On The Clock third party integration, have the overtime hours come over as overtime and not all regular hours. This would save a ton of time with payroll processing.
1 vote -
Please separate Projects from Customer Data model
The fact that projects are treated like Customers is hindering reporting in the worst way.
I have customers who have sub customers. If I want to roll up to the parent customer, I cannot do this in many reports. Filtering by customer forces me to click every project as if they are a customer.4 votes -
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1 vote
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