QuickBooks Mobile Feedback Forum
1082 results found
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Leaving Quickbooks because of all the advertising.
Can I get some suggestions of alternative software that has worked well for you? 7 years of $2000/yr, goodbye.4 votes -
QBO Sku print on PO
It seems a little strange that you can have the SKU show on the screen but it does not show on the copy of the PO you save or send to your vendor. Surely this would be easy to set up?
I know I can copy it into the description field but why should I have to?
4 votes -
Add a project/customer column in the expense list.
Add a column in expense list to check if all expense are linked to a project/customer.
4 votes -
Intuit QuickBooks tool hub, How to Download & Install to Repair Errors?
However, QB users have reported various error codes when using the software. To deal with such errors, Intuit created a tool called "QuickBooks Tool Hub" is now available for free. Users can fix typical QuickBooks Desktop errors or payroll errors with the many included tools. All corporate file, network, printing, dishonest company and installation problems can be easily solved. You can also interact with QuickBooks experts and reset passwords. Installing QuickBooks Tool Hub on your computer first requires downloading and installing it.
https://ebetterbooks.com/quickbooks-tool-hub/4 votes -
Share Invoice Link - shorter URLs and include customer name
Share Invoice Link - use a shorter URL link (e.g. the way tinyurl.com or Youtube uses short links) AND include customer's/patient's name so when pasted, we know the correct link is being sent to the correct customer - it would be disastrous to send one customer's invoice to the wrong customer.
4 votes -
Turn off suggested rules
Turn off suggested rules in qbse
4 votes -
Be able to change billable rate per project per employee
Companies who are project based need to be able to customize the billable rate for each employee per project. It is not enough to charge a billable rate to a service item as many different staff may work on the same service item. We would have thousands of service items to support this method. I have seen this question asked many times in the forums and do not see a good solution yet.
4 votes -
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 -
Allow an Invoice to be converted to Estimate
I need the ability to take an invoice I've created for a customer, and convert it to an estimate. We need this feature for two reasons:
We want to copy an invoice for a previous job where no estimate was ever created. Saves time by not having to reenter everything.
We accidentally copied an invoice and sent it as an estimate.....and now the "invoice" is showing in our aging reports. We never intended to create an invoice.
this is IMPORTANT!
4 votes -
Add Ability To Capture Multiple Page Receipts
When capturing your receipt photo it should give an option to add additional pages and be able to crop each one as well. About 30% of our business receipts are more than one page!
4 votes -
Receipt Capture for Deposits
Using the snap receipt feature for deposits, returned items from vendors or bank deposits cheques from e-deposits
4 votes -
Need to have more options for standard users, more limits!
Choosing "customer" access gives them the ability to change/ edit a previous invoice created by someone else in the company. They can also see A/R, etc. I want my field guys to be able to create/ send an invoice only. I do not want them to be able to access/ see other invoices that they did not create. It's none of their business :-)
4 votes -
Shipping Address Book
This fits under several categories, and applies to both mobile and browser-based QBO interfaces. The idea is for QBO in all its forms (browser, mobile, whatever) to provide an "existing or new" interface for shipping addresses wherever they are used (sales orders, invoices, estimates, etc) that can pull from either a customer-specific list of shipping addresses and/or a global set of known shipping addresses.
My company is an entertainment production services company. The "shipping address" represents the venue where services are provided. There is a many-to-many relationship between customers and venues. Many different customers may perform at the same venue,…
4 votes -
Tabbing through data entry
When entering information, especially vendor or customer names or accounts, the vendor, for example, will pop up, but you have to manually click on the name with the mouse to accept it. If I start typing "Home Depot", Home Depot pops up but if you tab to accept it (as you do in QBD), it clears it out and you have to manually type and click with the mouse on the vendor name. If it prefills at the beginning of typing, please make it so the pre-filled name remains there!
4 votes -
Representative Training
Support representatives truly need to be better trained. I have spent countless hours on the phone with support because they have no idea how to help me. I have had support staff tell me things that were absolutely wrong and gave me instructions that were completely misguided. This lack of knowledge causes a huge strain in my ability to perform my job duties; its hard to solve simple problems when the support staff meant to help you constantly gives you incorrect information. Also, the time it takes me to get a simple question answered is absurd. Yesterday i called in…
4 votes -
Add drop down menu for messages on invoices
It would be nice to have a drop down menu on invoices to choose from different messages depending on what the invoice is for.
4 votes -
Add the ability to add products and services line items to scanned Receipts (Job-Costing)
When processing scanned receipts from the mobile app, add the ability to add products and services line items. We are tracking job cost and break the cost into construction categories like plumbing, lumber, electrical, etc. When we scan a receipt using the mobile feature, the only option I see to categorize it is an expense (COGS).
4 votes -
Quickbooks Online needs to support Quickbooks Self-Employed features.
Many self-employed users need the ability to separate personal transactions from business transactions like Quicken or Quickbooks Self-Employed can, but most also need standard Quickbooks Online features such as the ability to share access with their bookkeeper and accountant, and to print 1099s. Many also need features such as printing checks, and using class and/or location tracking. Why isn't there a Quickbooks version that supports all of these features? Why doesn't regular Quickbooks Online support separating business and personal transactions??? Currently, NONE of the Quickbooks versions meet all of my needs.
4 votes -
Enable Receipt Capture to create Bills in QBM
Starting to "play" with the new Receipt Capture feature. However, would be REALLY useful if we could convert these images in to Bills and not just Expenses. It can't be that hard to do?
4 votes -
Shortcuts/Siri Suggestions for the Mobile App
Users want the ability to create shortcuts/Siri suggestions for the mobile app. Speed to Benefit!
4 votes
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