QuickBooks Mobile Feedback Forum
6994 results found
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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 -
I need to be able to enter different markups on each and every estimate as it changes with each project, like I used to be able to do in the
I need to be able to enter different percentage markups on each and every estimate as it changes with each project, like I used to be able to do in the desktop version.
6 votes -
Allow for customizing role and functions besides giving full access
For QuickBooks Online, the current options for permissions by roles, either fixed or custom, does not allow for just selecting view, create, edit, or delete. It only allows for full access. We have users that have specific roles and do not need access to everything. The other preselected roles built-in do not meet our needs.
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 -
6 votes
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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 -
Add Toggle for Bill, Credit or Expense
There should be a toggle to allow you to change a Vendor Bill to a Credit without re- entering everything.
My assistant entered everything as Vendor bills. Some were supposed to be credits.6 votes -
Allow users to enter negative numbers on sales forms for discounts and refunds
The app is useless if I can't do this.
6 votes -
Receive Payment email template
I would like to be able to edit the Receive Payment email template
6 votes -
limited users must be restricted from deletion of any transaction and we should have access limitation of data available for any users.
limited users must be restricted from deletion of any transaction and we should have access limitation of data available for any users.
otherwise, we will have data violation and company is subject to huge risks of its data that any user can delete and void their transactions
and access their information. We do not want to share profit and gain information with all users as example and all accounts. Only for the Account manager.
6 votes -
Toggle on/off sensitive information displayed on mobile
The mobile app allows the convenience of using QBO in public areas or in front of customers. However, the customer tab displays a header with "sales in last 90 days" and totals for open balances. I don't need this information at my fingertips, and I really don't need a customer or bypasser to see this information. I'd like to have the option of toggling this sort of information off, specifically in the Customers tab. This would allow me to not have to hide the screen from the eyes of others, and to complete tasks such as having a customer type…
6 votes -
Reconciliation in the Mobile App
You should be able to reconcile from the mobile app.
6 votes -
Adding Drag/Drop to Bundles in New Invoice Template
With the old invoice template, it was LOVELY to be able to drag/drop other items (ie: billable expenses/billable time) to bundles in QBO (see my article here: https://www.stacyk.net/add-billable-time-or-billable-expenses/).
The new template does not allow for this, and aside from the generally cumbersome layout of the invoice, removing this feature means that functionality has DECREASED with this "improvement".
PLEASE allow drag/drop again!
5 votes -
import inventory adjust in a bulk
Please open this feature.
inventory management always is a weakness in QBO, every time I have to manually to adjust the QTY after a cycle count. (every week)
I wondering if QBO could open " importing inventory adjustment in a bulk", it would be very friendly for users.5 votes -
QB Online for Non-profit Organizations must add an option to switch between vendor and beneficiary.
As per checking in QB online for Non-Profit Organizations, it is impossible to switch from Vendor to Beneficiary when we are sending money out. This feature/default is not yet available in QuickBooks Online, and it represents an obstacle for every Non-Profit organization that wants to use QuickBooks. This update is definitively needed.
5 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.5 votes -
Auditor Access
Similar to the "accountant" role, Quickbooks Online should have a view only access user/role which encompasses all reports and activity and audit log but no edit abilities for for company Auditors, Board members, Executives, or any other proper personnel associated with a company that should be given full access to the books with no risk they'll accidently manipulate the data.
5 votes -
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?
5 votes -
5 votes
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history
View employee's pay rate history
5 votes
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