QuickBooks Mobile Feedback Forum
38 results found
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Change column widths
Simple, fix the glitch that doesn't allow you to change the column width while working on an estimate.
2 votes -
Allow grouping of estimate line items under a Customer Display Line
The Estimate function needs a way to group detail line items under summary lines that are shown to the customer. We don't want our customers to see all the lines items that go into the estimate, and would rather show them higher level line items.
1 vote -
Excel Import for Estimates!
The Estimate function would be much easier to use if it supported an Excel import feature just like Invoices. I need to enter several hundred estimate line items for my project and use progress billing. Please create an import interface!
1 vote -
upload my templates i've been using for years!
if you can upload all my other data, then it's BS that you can't upload my templates! why did you deem that irrelevant?
2 votes -
Allow price rules to work in the new invoice/estimate layout
Without the price rules working in the new estimate/invoice layout we are having to manually look up prices. I considered this a business-critical need and can imagine that many others are suffering from not having the price rules available.
1 vote -
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2 votes
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Add image or product image inside the ESTIMATES rather than attaching it
It would be hard if its not inside the ESTIMATES other clients still need to ask which is which. You should come up with an idea where you can upload the product image directly to the estimates not as attachments
2 votes -
QB app - estimate tab sorting and display
Prior to the new layout rollout - the estimate tab both in the browser and in the app used to display the list of estimates sorted by estimate date.
After the new layout change - the browser view is the same as before, but the app is different. Now my estimates in the QB app are sorted based on the estimate number. Not the date.
Please, change the estimates sorting within the app to “by estimate date”. Just like it is in the browser. And how it always had been prior to the updated layout launch.
See attached screenshots that…
1 vote -
Option for multiple customer facing emails
QBO should have the option to have different customer facing emails. For instance, if a user has multiple departments (i.e. sales, accounts receivable, accounts payable, etc.), it is inefficient to have all correspondence go through one customer facing email instead of being able to have a separate email for estimates, invoices, etc.
3 votes -
Estimate Report that Provides Progress Billing Unbilled amounts per Client/Job
Provide a report that summarizes open Estimates per Client/Job for the billed to-date and unbilled dollar amounts.
5 votes -
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1 vote -
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.
1 vote -
Option to upgrade to the new Estimates/invoice layout
I spent 2 hours speaking to representatives about this issue. The goal is to send an estimate, have the customer accept the estimate online, and have a deposit requested automatically.
The OLD invoice layout does not allow this. The new one does. There is no way to upgrade from the old one to the new one. The representative suggested i create a new QBO account, which I did, and it had the new layout. Then i would need to backup all of my data from the old account and move it over manually. Its crazy to request that from a…2 votes -
Estimates/Proposals
Allow or create a template that allows users to create a proposal that explains the "scope of services" to be provided. My clients expect professional proposals, not estimates and I need to provide a description of the project, work to be provided/performed, schedule, and methods. The estimates templates do not work for professional services firms (engineering, consulting, etc.) See example attached
7 votes -
Add Pictures to Estimates
The ability to add a picture of the product to the estimate.
1 vote -
Add a PPrice Column in the estimate/invoice that only the business owner can see
I just moved over from using the QuickBooks 2014. Much to my surprise I have been using a feature that is critial to my business that you don't have in your cloud version. I have been using a PPrice (Purchased Price) column on my estimates and invoices that helps me determine what I will change the customer per item. As a Master Gardener I purchase plants from many nurserys and list my cost in that column. The PPrice Column disappears when I print or send the invoice/estimate to the client or vendor. I have been relying on the feature so…
2 votes -
SHOW THE MARK UP COLUMN IN THE ESTIMATE...
JUST LIKE THE DESK TOP VERSION, PLEASE ADD THE COLUMN IN THE ONLINE VERSION.
8 votes -
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