QuickBooks Mobile Feedback Forum
125 results found
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RETURN THE EMAIL SENT AND VIEWED INFO AT THE BOTTOM OF EACH INVOICE!!!
When I am reviewing the AR report it is ESSENTIAL that I see when the invoice was sent and viewed!!! Once in a while the techs will forget to send them and it is IMPERATIVE that I know if the customer has received the invoice and viewed it... sometimes the CUSTOMER may forget to make the payment and the email messages I send reflect all of that!!! PLEASE PUT IT BACK!! I'm sure that there are great ideas that you are implementing, but this saves SO MUCH TIME for us and saves us calling the customer to see if they've…
18 votes -
Need more customization options for new invoice format
I've seen several forum posts about issues with invoice formatting, some aesthetic and some more function based. So I'd say overall, there just needs to be a better way for each company to build it's own invoice format.
For us, we wish that there were more design options, and we really wish that we could remove the "Ways to pay" graphic with the credit card icons. For us it feels unprofessional and gimmicky. The default email message also felt super gimmicky. Using a subject line with the phrase "new payment request from ___" makes is sound like a phishing scam.
19 votes -
Service Categories on New Invoice Layout
The new invoice layout doesn't show the service item category. Our entire billing system is setup to break the services down by category and have different billable rates depending on the category. Without being able to see that, the new layout is useless.
3 votes -
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.
11 votes -
Custom Email Template
I would like to have the ability to create a custom email template. Under the "Custom Form Styles" I should be able to create a custom template for emailing invoices to customers.
This would allow me to use my branding and provide my customers a more personal touch. I don't like the big box in the middle of the email with the Quickbooks branding.
It doesn't add any value to me to advertise my accounting system to my customers. I would like to promote my own business.
34 votes -
Add a feature allowing for Dynamic Messages on Recurring Invoices
When sending recurring invoices for "month ahead" services, it would make this recurring process even more worthwhile and effective if the invoice message could be made to update with a date appropriate message that changes each month to give the month the services are being billed for:
If it's issued on Feb 1 for services in March 2024, it would say "March 2024" in Feb, and then April 2024 on the March invoice and so on.2 votes -
Enable the ability to import Invoice Templates
Enable the ability to import Invoice Templates. Just switched from QuickBooks Desktop and the template edit options are junk. Can't even edit the column width.
4 votes -
Using QuickBooks most useful Features for accounting tasks
QuickBooks offers several indispensable features for accounting tasks. Its invoicing function streamlines billing processes, while expense tracking simplifies financial management. Bank reconciliation ensures accurate records, and customizable reports offer insights into business performance. Moreover, payroll management and tax preparation tools enhance efficiency, making QuickBooks a comprehensive solution for accounting needs.
https://www.answers.cpa/blog/which-quickbooks-function-is-most-useful
1 vote -
Allow invoice import with sales taxes enabled
I would really like to use the invoice import feature but am unable to turn off sales tax ( related to https://feedback.qbo.intuit.com/forums/920245-quickbooks-mobile-feedback-forum/suggestions/44869786-ability-to-turn-off-sales-tax-in-qbo )
Please make this feature a priority, as it will save me hours every week.
1 vote -
New invoice format isn't working!!! Customization not working at all.
I can't add items to bundles via drag and drop like I used to. The customer messages at the bottom are saved in my custom form settings but don't show up in the actual invoices. The payment terms section is also blank even though I have saved them in the settings as well.
This new modern format is a disaster and no amount of trying to fix it on my end is working. This has added 5x the amount of time and effort I have to put into ALL invoices that I need to send. UNACCEPTABLE QUICKBOOKS!2 votes -
what is this for ?" Import invoices isn't quite ready to support sales tax We're working on it. Support for sales tax will be coming soon.
unable to use batch invoice? why?
1 vote -
Ability to search within the description on an invoice
You can only search by memo and not within the actual description
1 vote -
Allow alphabetical sorting of services on invoice
Allow alphabetical sorting of services on invoice instead of date sorting only
2 votes -
Ability to charge credit card fee to cover fees, without Quickbooks charging extra on the amount to cover the fees.
Credit card fees are really challenging for small businesses. We need a way to charge an optional credit card convenience fee. Right now, Quickbooks calculates their fees on the total amount of the invoice. This means that Quickbooks charges a fee on top of the customer paying extra to cover the credit card fee!
1 vote -
When you get a signature in the mobile app on an invoice, the signature needs to show up on the invoice pdf preview.
Warranty works require signatures on final invoices. Right now, I can get the signature in the mobile app, but it only attaches an image of the signature to the invoice. I need it to display the signature on the printed pdf of the invoice. An image of the signature is rejected.
1 vote -
Invoice Date Displays Wrong In Web Interface
The invoice and sales screen currently display the date wrong. All the other modules work fine except the Invoice and Estimates screens where the date is displayed like 23-1-1 instead of 2023-01-01. This broke during the redesign.
1 vote -
Show QUANTITY TOTALS on Invoices, and as subtotals.
The ability to show quantity totals just as you do subtotals and totals of cost. This is very important for me in particular to show total hours worked.
1 vote -
1. Interest.
Automatically charge interest to customers with outstanding accounts
1 vote -
I would love if I could put Open Invoices on shortcut column
Be able to put Open Invoices on Shortcut column
1 vote -
1 vote
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