1081 results found

1. Estimates Tracker in the Mobile App

   Allow us to see whether a customer has seen an Estimate, just like we can with Invoices

   21 votes

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   1 comment  ·  Estimates  ·  Delete…  ·  Admin →
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2. Export to TurboTax in Mobile App

   Please include export to TurboTax!

   1 vote

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3. Use CIS functions with the mobile app

   Currently the CIS sale invoicing function doesn't work with the app. Lots of client use the app but are unable to use this function correctly.

   17 votes

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4. Filter profit and loss by "This Financial Year" in the Mobile App

   The app used to allow you to filter the profit and loss by 'THIS FINANCIAL YEAR'. For some reason they removed that option (the most useful one of all). Instead, the available options are 'As of Today', 'This Month', 'This Month to Date', 'This Quarter', 'This Quarter to Date', 'This year', 'This Year to Date', 'Last Month', 'Last Fiscal Quarter', 'Last Financial Year' and 'Custom'.

   I appreciate you can generate a report by selecting 'Custom' and putting in the dates manually. But surely a program designed to track financial transactions should at least have one of the 10 default options being 'This financial year' (and frankly, 'This financial year to date' would be useful too). Surely that option is going to be more useful than the 'As of Today' option (which I cannot imagine anyone but the largest of organisations ever using for a profit and loss)

   The app used to allow you to filter the profit and loss by 'THIS FINANCIAL YEAR'. For some reason they removed that option (the most useful one of all). Instead, the available options are 'As of Today', 'This Month', 'This Month to Date', 'This Quarter', 'This Quarter to Date', 'This year', 'This Year to Date', 'Last Month', 'Last Fiscal Quarter', 'Last Financial Year' and 'Custom'.

   I appreciate you can generate a report by selecting 'Custom' and putting in the dates manually. But surely a program designed to track financial transactions should at least have one of the 10 default options… more

   5 votes

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5. export reports to google sheets

   At the moment, exporting reports are either in excel or PDF format. It would be good to also be able to export to google sheets

   5 votes

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6. Account Maintenance in the Mobile App

   There is no current way to downgrade licenses if a customer needs to.

   this is really unhelpful i was advise i could download the data and then re-import most of it into a new account however this could not be done for journal entries and any invoices you have previously match would have to be re matched.

   Meaning i would have to go through and redo lots of work for a client. this is really not suitable as if you did not go through and redo all the transactions or journals the balance sheet would be wrong not great when you need information to be correct for reporting purpose for example to HMRC.
   Customers might need to downgrade but to have to go through all previous transactions for example and rematch them this would take a long amount of time especially if your have 2 or 3 years worth on the old licenses you would expect in this day and ages that Intuit would have a way of migrating data to a new account, i can understand losing some functionality in certain area that might have been available on say the plus version if you downgrade to essentials but not to have to redo basic data.

   There is no current way to downgrade licenses if a customer needs to.

   this is really unhelpful i was advise i could download the data and then re-import most of it into a new account however this could not be done for journal entries and any invoices you have previously match would have to be re matched.

   Meaning i would have to go through and redo lots of work for a client. this is really not suitable as if you did not go through and redo all the transactions or journals the balance sheet would be wrong not great when… more

   14 votes

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   2 comments  ·  Account/Subscription  ·  Delete…  ·  Admin →
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7. Ability to Add Journal Entry on Mobile

   Hi, it would be great to be able to do a journal entry in mobile.
   Example: tIf I want to register expenses that I pay using personal funds, I need to create a journal entry on desktop. I cannot do it on the go, on mobile.
   Very cumbersome..

   14 votes

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   1 comment  ·  Bills & Expenses  ·  Delete…  ·  Admin →
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8. Add check number when submitting expenses in the Mobile App

   Right now you can't add a check number when entering check expenses (expenses paid by check) in the mobile app - you have to physically enter it in the desktop app.

   4 votes

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   0 comments  ·  Bills & Expenses  ·  Delete…  ·  Admin →
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9. Create Checks in the Mobile App

   I want the ability to create checks from within the QuickBooks Mobile app

   14 votes

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   0 comments  ·  Bills & Expenses  ·  Delete…  ·  Admin →
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10. Sales Tax Parity between Mobile and Web

    This idea is to be used as we try to close the gap on the sales tax experience between Mobile and Web. TYrack UV submissions that outline this gap by adding the Ticket to this Suggestion.

    Current Hypothesis: Web users who migrate to Automated Sales Tax from Manual Sales Tax will experience a fractured sales tax experience when trying to operate on the Web and on Mobile.

    Future Direction: Users will have a hybrid experience between AST and MST.

    Related JIRA: https://jira.intuit.com/browse/ACCTG-19676

    0 votes

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    1 comment  ·  Delete…  ·  Admin →
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11. Multi-currency in the Mobile App

    It would be nice if the App could take other currencies but dollars like euros, rupees, when I travel

    11 votes

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    1 comment  ·  Miscellaneous  ·  Delete…  ·  Admin →
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12. Emailing Invoices templates

    Hey Guys, there’s a couple of improvements I’d like to suggest:

    1) When constructing the emails to send off the invoices, sometimes the typing gets lost under the keyboard and it becomes very hard to see what you’re typing until you click off the keyboard. And maybe be able to set up our own templates.

    2) I’ve had a number of clients now struggling to find the main invoice (maybe the click to view PDF, isn’t big/clear enough).

    3) Have an option to create quotes using existing items previously used in invoices

    Thanks for reading, hopefully these might get rectified. I’m otherwise finding the app really useful

    Hey Guys, there’s a couple of improvements I’d like to suggest:

    1) When constructing the emails to send off the invoices, sometimes the typing gets lost under the keyboard and it becomes very hard to see what you’re typing until you click off the keyboard. And maybe be able to set up our own templates.

    2) I’ve had a number of clients now struggling to find the main invoice (maybe the click to view PDF, isn’t big/clear enough).

    3) Have an option to create quotes using existing items previously used in invoices

    Thanks for reading, hopefully these might get rectified.… more

    5 votes

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    0 comments  ·  Invoicing  ·  Delete…  ·  Admin →
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13. 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 votes

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    0 comments  ·  Payments/Merchant Services  ·  Delete…  ·  Admin →
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    started  ·  AdminQuickBooks Customer Success (Admin, QuickBooks Online) responded

    Currently 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

14. Save and New Option (When adding transactions) in Mobile

    After you're done creating a bill or expense in the mobile app, there should be a save/new button. Right now to enter another expense you have to re-navigate through the menu again.

    2 votes

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    0 comments  ·  Bills & Expenses  ·  Delete…  ·  Admin →
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15. Add a subtotal option for iOS users

    I could use a subtotal option on iOS... I do estimates on my iPad! I do Handyman work... often times my customers have a list of jobs and they want a price for each thing...! As of now, I have to do the multi-project job quotes on my iMac because that is the only thing that can do subtotals.

    4 votes

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    1 comment  ·  Estimates  ·  Delete…  ·  Admin →
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16. 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 their email address into their customer file without worrying that a mis-swipe will send us back to the customer screen and display financial information.

    More generally, I would also like to customize my Home tab to display only the information I want, with the idea that I could make the Home tab public-friendly.

    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… more

    6 votes

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    0 comments  ·  Miscellaneous  ·  Delete…  ·  Admin →
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17. Reconciliation in the Mobile App

    You should be able to reconcile from the mobile app.

    6 votes

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    0 comments  ·  Miscellaneous  ·  Delete…  ·  Admin →
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18. Invoice Delivery Status in Mobile

    PLEASE ADD FEATURE TO ADD ORDER STATUS ON THE INVOICE. rIGHT NOW WE HAVE TO MANAGE THAT ON EXCEL. IT WOULD BE GREAT IF YOU ADD THAT FEATURES.
    oRDER STATUS LIKE (PEMDING, DELIVERED, PICKED UP ETC CUSTOMIZABLE OPTIONS )

    1 vote

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    0 comments  ·  Delete…  ·  Admin →
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19. Improve invoicing tutorial
    5 votes

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    0 comments  ·  Invoicing  ·  Delete…  ·  Admin →
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20. Save and Send Option in the Mobile App

    Mobile users want the ability to save and send invoices with one button when they are done filling it out.

    1 vote

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    0 comments  ·  Invoicing  ·  Delete…  ·  Admin →
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