QuickBooks AppTransactions

  1. Line-item discount in Invoices and Estimates

    It would be very helpful if we had the ability to add a discount per line-item in invoices and estimates, as adding a general discount in the total of the invoice doesn't produce the required result.

    16 votes

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  2. Expand QuickBooks Online API

    We are trying to use a 3rd party to calculate sales commissions and the QBO API is restricted and only allows access to the first 3 Custom fields created and only of transaction type and only text fields. Open this up, we use custom fields on transactions and if the data is there we should be able to a access it via the API.

    1 vote

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  3. Add Price to Product and Service Bundles

    QBO has the ability to create product bundles but you can't set a price at the bundle level, IE, we sell 3 services and the total cost is less than the total of each item. Ideally there would be the ability to set a bundle price that you can then set how the revenue is assigned to each bundle item. just add a column next to each selected bundle item and set an amount to assign but only show the total bundle price on the invoice and hide how the revenue is assigned to each item.

    1 vote

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  4. Record Transfer to Categorize

    Record Transfer in the bank feed should be able to be a bulk change so we can switch it to categorize.

    2 votes

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  5. On Android mobile when imputing a payment on an invoice be able to choose for the funds to go to your bank account. Now it just automatical

    On Android mobile when imputing a payment on to an invoice be able to choose for the funds to go to your bank account or cash not always to undeposited funds

    2 votes

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  6. Make PO# visible on its Bill screen

    Just like QB Desktop, I would like to see PO# on its bill screen without having to click on "linked purchase order".

    4 votes

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  7. Make it possible to send an invoice link by text

    This is the single most crucial function I need from an accounting software to get paid. It is ridiculous that the #1 accounting software does not have this function.

    3 votes

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  8. Esign Estimate approval via email

    Email client estimate when client approves this they can esign and automatically email back to company

    7 votes

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  9. Add ability to customize budget date range

    When creating a new budget, timeframe is based on account and settings - advanced Fiscal or Calendar. Need ability to rely on financials calendar year and create budget using a fiscal year.

    2 votes

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  10. Reporting

    We have multiple classes and would like to be able to select classes WITHOUT the main column (headers) included in the report. It overwhelms the page with too many columns. We want to see only the selected classes and the total column only. Thank you.

    1 vote

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  11. Customize Budget Dates

    We would like to create budgets based on a custom date range. Some of our funders are not on the calendar year and we do not want to create 2 budgets for fiscal year reporting. Please update this feature across the board. Thank you.

    1 vote

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  12. 1 vote

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  13. 1 vote

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  14. Desktop app for Time

    The Time feature for QBSE is very on-point. Now, going in the Desktop version is not super practical. I am generally multitasking between different customers and/or tasks. The tool needs to be easy to use and to access.

    It would be amazing to have an iOS and Desktop (Mac) version of this.

    And.co is doing this very well: https://www.and.co/time-tracking

    Synchronization of the ongoing tasks cross-platform. Auto-complete of the task name, auto-assigning to the right customer/project.

    https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/is-the-time-beta-function-available-on-the-self-employed-app-or/00/793095

    1 vote

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  15. Search a transaction by the amount without changing from "reviewed" to "unreviewed"

    When uploading receipts via my phone + QB app, I have to search for a transaction in "unreviewed" and if I can't find it, then in "reviewed". I would love to just type in the amount of the receipt I'm trying to take a picture of, and it pop up without having to search it twice. I have a screen recording, but I cannot upload a video on this form. Would love to send it, because it's the most frustrating thing when I go to input a lot of receipts. Thanks!

    3 votes

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  16. I need the CUSTOMER field on Bank Register

    On Bank Register - In addition to CLASS, I need to be able to see CUSTOMER without having to open each transaction. Adding fields was easy on Desktop :( and I'm sure this must have been asked many times. WOULD REALLY HELP :) :) :)

    5 votes

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  17. Verification Code Detection on Forward Address

    After trying to setup an auto forward rule from Gmail to my receipts@qbodocs.com I was unable to complete the setup because Gmail sends a verification code to the forward this address .

    Not being a conventional inbox it is impossible to complete this setup and therefore it is required to manually push all of these emails to QBO when it could be easily automated.

    Quickbooks should have a sort of integration or at least be able to detect these verification emails so people could complete the setup on their email clients. Such feature should be simple to integrate and will…

    8 votes

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  18. Default Estimate set up

    I know I can create defaults for the sales form, which is the customer-facing view of the estimate. I would also like to be able to set up defaults for when we create the estimate with sales line items. The defaults I would like are expiration date of estimate and a default product/service line (this would be for a sales item we want listed on every invoice). Could also be helpful to default an attachment. The recurring estimates could be used for this if I wasn't required to attach the recurring estimate to a single customer.

    2 votes

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  19. Remove Completed Projects from List on Timesheets page

    As Projects are marked as "Completed" they should be removed from the list of Projects. Currently it can confuse employees into thinking the project is still active.

    3 votes

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  20. Allow a rule to be made to change the class once payment is received.

    Once the invoice is paid, I would love for it to automatically change the class.

    1 vote

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