QuickBooks Mobile Feedback Forum
1052 results found
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SHOW THE MARK UP COLUMN IN THE ESTIMATE...
JUST LIKE THE DESK TOP VERSION, PLEASE ADD THE COLUMN IN THE ONLINE VERSION.
8 votes -
bulk update customer list details
Seems archaic that one can't import an excel sheet to update customer details. One can only import new customers but not update existing customers.
8 votes -
Improve Customer Information and Organization
Enhance the organization of customer information (add more first name, last name, email fields)
I love Quickbooks, but one of the negatives are we have multiple contacts for our customers and are unable to organize our contact list. To better organize our contacts (and to potentially use the email functionality) I would like to see more name fields so we can put the first and last name of the other email addresses. Currently we are able to put 1 first and last name and 2 or 3 email address but no way organize the names with the emails addresses.
I…
8 votes -
Users are having a hard time cancelling their Subscription through the Mobile App
Users are having a hard time cancelling their Subscription through the Mobile App
8 votes -
Scheduling within the Mobile App
Service-oriented businesses could see more value in the app with an option to effectively manage and schedule appointments, with added leverage coming from push notifications coming from the app.
8 votes -
Price Levels in Mobile App
i have recently subscribe to quickbooks and i am trying to set up my company parameters, accounts, customers, inventory etc.. I was informed that the international version does not allow you to have multiple price list for the same product. I was given the option to create different subcategories of the product as different price lists, meaning that I have to create 5 different subcategories and post the same item in all categories with different price, I am a bit disappointed as this is not user friendly at all. Also in case I do that how it will appear in…
8 votes -
Add tab for collection notes under Customers
I need functionality for collection notes like there is in desktop. A different tab and ability to enter notes with an automatic date stamp. The notes options in QB Online are completely insufficient and clutter up the main customer view!
7 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 -
Ability to turn off sales tax in QBO
There is a button in the Sales Tax tool, under settings, "Turn Off Sales Tax." But you cannot use it. No matter what you do in QBO, delete all invoices with sales tax, all entries to the Sales tax liability account, make all Product/Service items non-taxable, it still will not let you turn off sales tax. This is necessary because QBO is blocking OneSaas from completing the invoice migration from FreshBooks to QBO. SF Case #1577629820
7 votes -
Customise purchase order template
We need to customise our purchase order template similar to how we were able to customise our invoice template with a .docx file. It's an important feature to offer business to keep their branding consistent across all our templates. I use Xero for my other business and it's extremely easy to customise the templates for all accounting documents so I am disappointed to find out that it's not available through Quickbooks and looks to have been requested some years ago now with no update on when this will be available?
7 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 -
trial balance by class
need to be able to run trial balance by class, and in general customize it the same way you can an income statement.
7 votes -
Fixed Assets
It is not possible that I am the first user of a QuickBooks Online product to bring up this issue. Perhaps Intuit is clearing out feedback? When (estimated) will a fixed asset tracker be available for Online products? In what version(s) of QB Online will it be available? Will it accommodate both book and tax depreciation?
7 votes -
Make all the font black. The grey is difficult for me to read.
The grey font is difficult to read. Make all font color black or offer an optional setting to choose this.
7 votes -
Track the status of my Merchant Service deposit in the Mobile App
I need to know where the check is in the deposit process. why the check hasn't cleared yet
7 votesCurrently you can go to the following site to verify the status of your deposit: merchantcenter.intuit.com
We’re currently working on making our language more clear in the app though so that when your invoice is paid, there will be a reminder that you’ll receive your money from your customer in 5-7 business days (often sooner) for credit card transactions and typically within 1-2 business days if the customer paid via ACH
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Flat Rate
AS of today, when I go to create and Invoice or Estimate, after selecting the correct "Product or service" option from that dropdown, I always go next to "Unit" and select between three options of "Units", "Hours" or "Flat Rate". When I started making Invoices today, the "Flat Rate" option all of a sudden has vanished and I am only able to choose from "Units" or "Hours" which will not be acceptable for Flat Rated items. The current invoice format wouldn't be accepted by payment processing by our primary corporate partner and that is a massive issue for my company.
6 votes -
Blacklist certain customers from auto invoice reminders
Please allow us to blacklist certain customers so that they don't receive automatic invoice renewals. Not all of our customers appreciate the automatic renewals, especially when there are substantial completion holdbacks.
6 votes -
STOP THE CONSTANT ADS
Stop the constant ads on QBO
I have just signed up for qb and payroll and I had desktop 2017.
The ads I discovered on up top and I have to scroll down to see the things I am looking for. It is hard enough to figure out how to use your product and the ads just make it harder.
i see others have asked about this in the past and I assume you will continue to do it, but I really don't like it and I may just start looking somewhere else before I get to far into this.6 votes -
Accepting Estimations & having a Quotation option
Why does QB not have automatic acceptance of estimations, so that the client can accept the price? this way the business would not have to chase clients to see if they accept the price. In addition, why is there only a option to give estimations and not quotes, as in the UK these are different.
Estimations can differ in price
Quotations are a largely binding price between company and client.
Clients prefer Quotes so they know what they will pay
6 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
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