QuickBooks Mobile Feedback Forum
1135 results found
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1 vote
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1 vote
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Ledger Reports does not come with MEmo Description in all the transactions also Supplier TRN numbers. Would be helpful if we get that in the
Ledger Reports does not come with MEmo Description in all the transactions also Supplier TRN numbers. Would be helpful if we get that in the reports.
2 votes -
Would be helpful if you export templates matched your import templates i.e customer notes
Would be helpful if you export templates matched your import templates i.e customer notes. Transferring a client form an existing subscription to a new one should be seemless, but unfortunately as your import and export templates do not match it is troublesome having to manually enter some info onto the new system.
3 votes -
Currency Symbol Correction
Currency Symbol Issue (Pakistan)
I have just subscribed to this service for my business. And I want to report a currency symbol issue and would like it to be resolved immediately so I can start using it. I am operating from Pakistan in which there are two ways our currency is shown. One is in the form of "Rs" and the other is "PKR". But I am seeing " PRS " all throughout the platform which is a huge issue and I am unable to use it because of this, I can not send these reports in the form of…
1 vote -
Currency Symbol Correction
Currency Symbol Issue (Pakistan)
I have just subscribed to this service for my business. And I want to report a currency symbol issue and would like it to be resolved immediately so I can start using it. I am operating from Pakistan in which there are two ways our currency is shown. One is in the form of "Rs" and the other is "PKR". But I am seeing " PRS " all throughout the platform which is a huge issue and I am unable to use it because of this, I can not send these reports in the form of…
1 vote -
Currency Symbol Issue
Currency Symbol Issue (Pakistan)
I have just subscribed to this service for my business. And I want to report a currency symbol issue and would like it to be resolved immediately so I can start using it. I am operating from Pakistan in which there are two ways our currency is shown. One is in the form of "Rs" and the other is "PKR". But I am seeing " PRS " all throughout the platform which is a huge issue and I am unable to use it because of this, I can not send these reports in the form of…
1 vote -
Currency Symbol Issue
Currency Symbol Issue (Pakistan)
I have just subscribed to this service for my business. And I want to report a currency symbol issue and would like it to be resolved immediately so I can start using it. I am operating from Pakistan in which there are two ways our currency is shown. One is in the form of "Rs" and the other is "PKR". But I am seeing " PRS " all throughout the platform which is a huge issue and I am unable to use it because of this, I can not send these reports in the form of…
1 vote -
PROFIT AND LOSS (FORECAST)
Update the Profit and Loss report to reflect the YTD actuals and the budget amounts for the rest of the months in the current financial year.
This will assist companies to measure whether they are on track with their current budget.
This will also be a great tax tool for calculation of provisional tax.
2 votes -
Recurring invoice to include automatically advancing service date
It is hard to effectively use recurring invoicing when the service date isn't auto-created. There should be a way to have the service date advance in the same way the invoice date can advance.
7 votes -
Merge payroll company account into existing QB online account
I have used QB online for bookkeeping for our company for many years. We were using Intuit payroll through Bank of America for years also, but QB recently discontinued this product. They opened a QB online payroll account and uploaded all my payroll data in the transition. However, now I have my original QB online account and a new second duplicate company for payroll. So I have to run payroll in one and copy everything over to the other company. I am told there is no way to merge a company or even backup my data and then upload it…
1 vote -
Allow Admin User to change default Deposit To account
This is available in QB Desktop. Default in QBO seems to be Checking, and many users prefer default to be Undeposited Funds.
1 vote -
Edit Invoice Template
Apparently, you cannot upload your own invoice template anymore since QB removed this.
That said, do us all a favour and please update the features of editing an invoice template by adding the following:
Options to drag and edit every area of the document on basic level e.g. move address box to fit under the logo
Add text/image boxes anywhere on page with free text and import otpions
Add header/footers allowing images and free text
Allow watermark and to import your own
Or just bring back the option to import your own template pretty please!!
24 votes -
Better escalation
Intuit customer service is lacking in an ability to efficiently escalate issues with Intuit Online Payroll and Quickbooks Online Payroll. I spent about 50 chat sessions trying to get a simple access issue fixed. Most of the people that I got ahold of I had explain the problem from scratch, I was disconnected and had to reconnect with someone else and had to repeat everything I had said. I was unable to get someone on the phone. The IVR would just direct me to online chat sessions. There was two people in this experience that actually had some knowledge/experience that…
2 votes -
Rule names
When making a new rule, it has to be named. Fine.
But when QB refers to a rule when offering help, suggestions or error messages, QB identifies which rule they are referring to by the first category visible in the description of the rule.
For example: I have several rules with line item "ATM......" so I have named the rules clearly to avoid mis-postings, but when there is a problem, I have to search all the rules to find which rule they are referring to. Time wasted. If you insist on a name for the rule please make use of…1 vote -
Product/Service Column in Invoices not showing full description
Within an invoice they have now changed the formatting so that in the Product/ Service column as you type in your product its duplicated meaning you cant see the full description, I have multiple products with the same name and different flavours so i am now unable to see the flavour to select with it being like this, I would like to request it to be changed back to the original formatting as this is causing a problem for me and wasting time selecting products just to find the correct flavour.
2 votes -
Allow Quickbooks to scan receipts like Quicken
I have used Quicken for years, and can easily scan the original receipt into the program. With Quick Books however, I have to scan the receipt page by page. After scanning each page, I have to save the file. As an example ... "2021-08-08 - Spectrum Business - Acct # 0050916539-01 - Pg 1 - $80.51". Once I have scanned the first page, I then have to scan in and save the second page, then save it once again with Pg 2 at the end of the file name. Their bill is 8 pages long each month. I use an…
2 votes -
Please Please Please Please add TB by Class as this is a necessity for an NGO that runs different projects. For audit this is a necessity.
Please Please Please Please add TB by Class as this is a necessity for an NGO that runs different projects. For audit this is a necessity.
2 votes -
Do not change invoice numbers when importing them
When importing invoices via spreadsheet from another system, keep the invoice numbers exactly as they were instead of overriding them. This makes it somewhat difficult at times to locate the correct invoice.
1 vote -
Remind users via email to refresh their bank connection
Send an email reminder to customers when their bank connection refresh is due, to ensure that all transactions get uploaded.
I didn't log into my account much during 2020 because of the pandemic, and as a result six months of transactions didn't get uploaded to my QB account, which I'm now having to upload manually.
I knew the connection needed refreshed every so often but I thought all transactions would come through no matter how much time had passed. I didn't realise that if you didn't do it every 90 days you risked having missing transactions. Had this been more…
4 votes
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