QuickBooks Mobile Feedback Forum
7279 results found
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Import expense details from csv
Please allow csv upload of itemized receipts to create new expenses.
Each receipt from one of my primary vendors must be split into several different expense categories. The receipts are itemized and available in csv format.
There is currently no way get this data into Quickbooks without manually retyping every line item on the receipt and its corresponding expense category.
- The "New Expense" sheet has no way to import data.
- Splitting a credit card transaction requires manually entering each item.
- The receipt capture features do not allow capturing individual items from the receipt, or splitting the receipt into multiple expense…
2 votes -
Be able to change billable rate per project per employee
Companies who are project based need to be able to customize the billable rate for each employee per project. It is not enough to charge a billable rate to a service item as many different staff may work on the same service item. We would have thousands of service items to support this method. I have seen this question asked many times in the forums and do not see a good solution yet.
6 votes -
Intuit Low Code Platform
Quickbooks has become a popular platform for backed business operations. Obviously Quickbooks cannot service the frontend requirements. But if Quickbooks can create a low code platform like zoho creator, developers, vendors can build applications for frontend requirements.
Preferably if Quickbooks can create platform for service based business like hotels, airbnb, multi vendor marketplaces, real estates portals, sparefoot.com like portals it would be a huge opportunity.
Unlike hotels/resorts domain which has lots of opensource platforms, selfstorage platforms has zero opensource frameworks.
If not opensource, low code system will help accelerate this billion $$ business opportunity
1 vote -
QuickBooks Scan Manager Not Working: How to Troubleshoot?
In search of the right procedure to fix QuickBooks scan manager not working or could not be selected error? Your search ends here with the most suitable and practicable set of steps in this segment. QuickBooks scan manager is a necessary tool for adding files to the sales receipts, invoices, bills, and other transactions. One can import and classify transactions in QuickBooks using the scan manager tool. However, when you land into the error stating QuickBooks scan manager not working, then it might prevent you from using the advantages of the tool and you will have to fix it as…
1 vote -
Provide Class Tagging on Auto Payroll Journals in Standard Payroll Online
Currently in QBO (with Standard Payroll) there is no facility to tag auto-generated Payroll Journal entries with a Class. This is inconsistent with the basic methodology of tagging every transaction with a Class. Payroll generates many journal entries so it is a lot of work to edit each line manually to add a Class.
For me, it would be adequate to apply the same Class tag to all Payroll Journals. This could be specified in Accounts and Settings / Payroll / Journal Mapping.2 votes -
We need to be able to clear a range of checks in bank reconcilation window
Not all clients like to connect to the bank online. When reconciling large companies who write hundreds of check need to be able to clear checks by range or individually. Make is an option to clear ck#____ to ck#____ even if its only an option in the Accountant Version.
1 vote -
Receiving purchase orders
A purchase order is created and sent to my vendor. Let's say I order 100 products and my supplier only sends 50 of them because they are out of stock. When I go to receive the items against the purchase order I have to one by one delete each item from the bill that didn't arrive. This is extremely time-consuming and could easily be fixed with a simple checkbox next to each item. If there was a checkbox I could check the items that arrived and uncheck the ones that have not arrived yet. Please put a checkbox on purchase…
3 votes -
How to Set Up a New Company File in QuickBooks
QuickBooks is a widely known and efficient accounting software which allows a user to create a new company file. This new company file can be created every year and thus, it automatically deleted all the data entry required during the initial file set up. When you work on to setup a new company file in QuickBooks, then it is not necessary to delete or close the previous file.
Moreover, at year end, many companies find that they have a large amount of data which is affecting their performance. And the benefit about new set up is that you can simply…
1 vote -
Manufacturing Build Assembly functionality wwithin Mobile App
Customers who manufacture want the ability to leverage either Projects or Bundles to allow for build assemblies within their QBO
3 votes -
Add a feature that allows you to batch close billable expenses or mark them as not billable
It would be nice to be able to type in criteria like a date range, and customers and be able to check off billable expenses and click a button to make them not billable back to the customer any more
1 vote -
Workflows Feature Ideas
Features requested by customers to add to our workflows capabilities
5 votes -
Remember the report period when I change reports
When I'm looking at multiple reports I typically want to look at them for the same Report Period. However, whenever I navigate to a new report, the Report Period gets reset to Current Year-to-Date. If you remembered the Report Period when changing between reports it would save me a lot of time.
4 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 -
Fix QuickBooks Error 176109: Invalid Product Code or Number
You can understand POS better by this example: it is a folder containing all the specific product codes or numbers to identify the product's value. Also, it maintains a record of the number of products sold and the company's total sales. Sometimes you can find a Glitch in the POS folder, due to which you can face QuickBooks POS error 176109.
Read more: https://www.axpertadvisors.com/quickbooks-pos-error-176109/
1 vote -
How to Recover lost data from Auto Data Recovery?
Data is the essential element of every business and every enterprise. No company can survive without data. Data managing or data storing is the prime responsibility of any company.
As we know, companies use their full efforts to keep their data safe. Due to some unforeseen at the time when circumstances occur, the company has to deal with some data losses.The reason for data loss is damage or corruption in the system. The company faces many issues with data, especially when it’s related to accounts, and at such time, data recovery becomes very important. So, here in this article,…
1 vote -
Assign or unassign payroll pay schedules to multiple employees at once.
We should be able to go into Gear menu> Payroll Settings> Select 'Pay Schedules' and see our default pay schedule and click on it to see all employees assigned to that payschedule. There should be an option to unassign or assign employees to a new schedule without having to go into each separate employee and select the new schedule on the drop down. It should be a setting in Payroll Settings.
3 votes -
Automatically autofill the next payroll check numbers based on the previous payroll check number used.
Right now, we have the option after submitting payroll to enter in the starting payroll check number and click the (blue) autofill option. However, this should be automated - QuickBooks should remember the last paycheck number used on the last payroll and automatically input that number for us.
2 votes -
Group chat in quickbooks time
Would love to have a chat service within the app for company notifications relevant to multiple jobs or changes. It would need to be interactive with all users so that questions that are posted can be answered on the app.
Also as a possible upgrade - multiple group chats (functioning much like messenger or whatsapp)2 votes -
How to Fix QuickBooks Loan Manager Not Working Error?
QuickBooks Loan Manager assists you in decomposing each payment into a proper loan principal and interest due. You can set up and handle monthly installments by taking aid of this composite tool. Furthermore, if you miss a payment, you can work out an arrangement with the help of the Loan Manager.
Read more: https://qbsenterprisesupport.com/quickbooks-loan-manager-or-cash-flow-projector-is-missing/
1 vote -
customer or project can be added to a banking rule
It would be helpful in assisting with automation if the customer or project can be added to a banking rule
3 votes
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