QuickBooks Mobile Feedback Forum
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7117 results found
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Better Custom User Roles
User has been assigned "Standard Limted Customer & Vendor" role. User has access to standard "Sales & Customer Reports" and standard "Vendor & Expenses Reports" but ALSO needs access to the "Bills & Applied Payments" report and other reports in the "What You Owe" area. The only way to provide access to this report is to give the user Standard All Access which we DO NOT want to do. And we are using QBO ADVANCED
3 votes -
Cancel the New Estimate Acceptance Process
My QBO was recently updated and now it request me an acceptance process before I can convert the estimate to an invoice.
How can I disable it?? It's now taking me a long time to process my estimates into invoices.
3 votes -
Can't use Quickbooks online because my account is stuck in dark theme
I am unable to use Quickbooks online because my account is stuck in dark theme. I've tried working with support but they are unable to get me out of dark theme. The dark theme is buggy and effectively unusable.
1 vote -
Different invoice format for different currencies with correct bank details
We have customers who bill in different currencies. I can ingest all of the bank details for each account - but for some reason I can only set one payment details option on invoices that go out. Ideally I would like to be able to have an invoice format per billed currency and assign each customer an invoice format - so that I can get the payment details correct on each invoice we send
1 vote -
New Invoice Layout
Option to go back to Old Layout
2 votes -
Edit (or Enter) Invoice Number on QB Mobile
With the new layout using Quickbooks Mobile (iOS), we can no longer edit our Invoice Numbers. This will not work for our company as our Invoice Numbers correspond to a number of things and are NOT sequential (the default automatically provides Numbers we cannot use).
Using Quickbooks Online (where we can edit the Invoice Numbers) through my phone's browser or on a computer will not be an acceptable long term solution. I'll limp along with this for a few days while I search for another Invoicing Software.
Fix it, and you keep a customer in us. Thanks for your great Software and historically great customer service. Looking forward to your solution to this problem that will cost our professional relationship if left unresolved for long.With the new layout using Quickbooks Mobile (iOS), we can no longer edit our Invoice Numbers. This will not work for our company as our Invoice Numbers correspond to a number of things and are NOT sequential (the default automatically provides Numbers we cannot use).
Using Quickbooks Online (where we can edit the Invoice Numbers) through my phone's browser or on a computer will not be an acceptable long term solution. I'll limp along with this for a few days while I search for another Invoicing Software.
Fix it, and you keep a customer in us. Thanks for your great…1 vote -
Multiple Pay Types
Have the ability for multiple pay types in QBO payroll; i.e. Salary 1, Salary 2, Salary 3, Hourly 1, Hourly 2, Hourly 3, so we can point these various types to different QBO payroll accounts.
1 vote -
Add a "Holdback" field
Please add a "Holdback" field to the bottom of the invoice, where the "discount" field is.
1 vote -
Do not require filing specific payroll taxes if all employees are exempt for that tax.
All employees at my company are exempt from paying state payroll taxes. As such, I have checked the exempt boxes for all employees. The problem is QBO still automatically creates tasks and filings for those taxes even though all employees are exempt. The tasks and filings jam up my feeds and I miss important alerts.
I would like to request QBO only create tasks and filings for taxes if there are non-exempt employees. Otherwise, do not create them.
2 votes -
Allow Users to Opt out of the New Layout of Invoices
We need packing slips.
No where in the new layout of invoices are you able to print off a packing slip. This will hold up the end of our manufacturing process since we remove invoices/inventory/products by printing off the packing slip and shipping it off. We don't care about any of the new features in invoices, we need the ability to print off a generic (no costs associated) slip for our drivers, receivers, etc.
We have been able to avoid this major problem with the new Invoice layout by switching back to the old layout. We are going to be royally screwed when we are forced to use the new layout. PLEASE allow us to either KEEP the old layout all together, or at least the option to switch. There is not one benefit to us with the new layout.
We need packing slips.
No where in the new layout of invoices are you able to print off a packing slip. This will hold up the end of our manufacturing process since we remove invoices/inventory/products by printing off the packing slip and shipping it off. We don't care about any of the new features in invoices, we need the ability to print off a generic (no costs associated) slip for our drivers, receivers, etc.
We have been able to avoid this major problem with the new Invoice layout by switching back to the old layout. We are going to…
2 votes -
Turn off Multicurrency
You should have an option to turn off Multicurrency if we've decided to turn it off.
1 vote -
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 -
Ability to add Bookmarks in the web version. Currently, you can't add any sub categories such as Reoccurring Transactions".
Ability to add Bookmarks in the web version. Currently, you can't add any sub categories such as "Reoccurring Transactions". This option is available in the App version, but not in the web version. In the App it is called adding a "Shortcut"
6 votes -
Be able to format the body of the email sent with invoices i.e. highlight, bold etc
it would be nice if we could format the body of the email that is sent with invoices, i.e. highlighting something, bolding something, capitalizing etc so it stands out for the customer to notice. I don't think they read the message anymore since it is always the same standard message
1 vote -
Report for outstanding invoices that have not been viewed
I would like to be able to create a custom report that will show outstanding invoices that have not been viewed by the customer. This would be a less time consuming way to check customer contact info to be sure the correct email is associated with the customer account rather than clicking through every outstanding invoice to see if it's been viewed or not.
18 votes -
I believe having the option to print invoices again in the iOS app would be beneficial to all as well as being able to make a credit memo
I need the option to print and creat credit memos on the iOS app. Also I was able to go through sale based on date and now that is no longer an option either. These are key, for many like me trying to run a business and keep our customers happy.
1 vote -
Allow signature capture on custom invoice templates
Currently users are able to capture a digital signature on invoices using the mobile app. However this feature is only available using the default invoice style and template.
Upgrading the software to allow for this same feature using custom invoice templates allows users to track receipt of product or services while also keeping a strong brand image with invoicing.2 votes -
Please add Vendors open balance by class and I had this reports in QB desktop but not in Online one.
Please add Vendors open balance by class and I had this reports in QB desktop but not in Online one.
2 votes -
Customized User Roles - let us actually customize them!
I created a specific role for someone I only want to be able to add/edit an estimate. Problems with this limited 'Sales' role are:
1) I am not able to uncheck the delete option for Estimates.
2) The user role still has access to see open invoice totals by customer.
3) I don't want this person to be able to make any changes to products and services, but this is also granted with this role.3 votes -
What to do if QuickBooks Payroll Update Not working?
I understand the frustration when attempting to update QuickBooks Payroll, only to encounter a variety of error messages each time. If you're facing this issue, especially on Windows 11 or 10, I suggest referring to the following article. It consolidates potential solutions to address the 'QuickBooks Payroll Update Not Working' problem.
https://qbdataservice.com/blog/quickbooks-payroll-update-not-working/
3 votes
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