QuickBooks AppTransactions

  1. We need a log of our email comments sent with an invoice/estimate.

    I sometimes need to know what I wrote in the email accompanying my invoice/estimate. Currently the only way to know is to copy myself in Bcc: and then I get the same email they do. Seems like there should be a better way to see that correspondence.

    4 votes

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  2. add Venmo to except transactions like my bank and credit card

    I would like to be able to log into my Venmo account through QBO and let it sync the transactions the same way I am able to use QBO for my bank and credit card transactions. I would like invoices to excecpt Venmo payments..

    3 votes

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  3. Create a Contractor Payment Report

    Create a report that shows payroll totals for 1099 Contractors.

    1 vote

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  4. 7 votes

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  5. Recurring Transactions with Variables

    It would be great if when I create recurring transactions I could define variables. I can think of uses cases for about every line and memo field etc. If I could say %current month% so the line item said "services rendered july" and create/send recurring transactions on a set date like the First or Fifteenth.. I get some bills due on the 31st and others on the 30th or 1st.. It's crazy especially around February...

    6 votes

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  6. Import Payroll Run (US)

    You support the following for the UK version of Quick Books Online. Would you please, please add this same capability to the US version?

    https://quickbooks.intuit.com/learn-support/en-uk/import-or-export-data-files/importing-a-pay-run-into-quickbooks-online-advanced-payroll/00/334520

    1 vote

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  7. Reduce the number of clicks to Print

    It currently takes 3 clicks to print, then I have to close 2 windows and then still hit save and send. Can the Print option only have 1 click?

    8 votes

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  8. Resolve the "Sign me out if inactive" feature

    I see from the forum that this is a long standing recurring issue. I am busy working, actively typing, nowhere near inactive, and the system logs out in the middle of whatever I'm doing, without warning and there is no autosave feature. This should be a relatively simple fix. I am not familiar with any web-based app/site that doesn't at least give you a warning; the bank, credit card company, SalesForce, Oracle....

    5 votes

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  9. gmail confirmation code

    There needs to be a method to retrieve the Google Activation code to setup automatic forwarding of bills and receipts. This apparently has been mentioned numerous times and is a key feature in many small business workflows.

    4 votes

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  10. Granular control of access to report

    Reports contain sensitive or confidential data. Admin user should be able to assign a granular access right to reports to a certain user.

    1 vote

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  11. please add a searchable field to each line entry on invoices

    for those of us selling items that can be recalled, we need to track each line item we are selling by batch and lot numbers. it would be good to have a specific field on each line entry on invoices that we can enter that information. then we will need a report to search or a way to search or at the least sort by the information entered in that new field.

    2 votes

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  12. To add line item 'Number' to estimates, PO, Invoice

    I would like to have the line "item number" (sample as attached) in the printout/ form template of estimates, PO, invoices.

    This is critical when involve multiple pages, and to reduce mistakes of reentry & review.

    Thanks so much.

    3 votes

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  13. Revert date box to autofill when hitting tab

    For the last 2+ years of using QB online, I would only need to type in the month and day + tab, for the date to auto fill. For example type 0131 + tab, would auto fill to 01/31/2021. When I logged in this morning it is no longer an option, it deletes the entry, and highlights the date box in red, showing that there is an error for entering incorrect information. When entering hundreds of bills a day, it saves a lot of time to only have to type in 4 numbers before moving on to enter in the…

    2 votes

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  14. Revert date box to autofill when hitting tab

    For the last 2+ years of using QB online, I would only need to type in the month and day + tab, for the date the auto fill. For example type 0131 + tab, would auto fill to 01/31/2021. When I logged in this morning it is no longer an option, it deletes the entry, and highlights the date box in red, showing that there is an error for entering incorrect information. When entering hundreds of bills a day, it saves a lot of time to only have to type in 4 numbers before moving on to enter in the…

    2 votes

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  15. Add Transaction Filtering

    There needs to either be an option to exclude payment methods or allow to only import transactions from selected payment methods.
    Another option would be importing orders from a designated group. Ultimately, there needs to be an option to filter the correct transactions to eliminate sorting through transactions that do not apply and should not be imported.

    2 votes

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  16. 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.

    2 votes

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  17. import Bills item wise in order to maintain inventory

    I need to record thousands of bills items wise in order to maintain inventory. it would be appreciated if import bills option can be available for items wise as well

    2 votes

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  18. Rename Estimates as Sales Order

    Currently we use Estimates as a way to enter a customer purchase order. We manufacture to order so we aren't selling off the shelf. We changed the template to properly read Sales Order but the email confirmation still requires the word 'Estimate' to be in the subject line which confuses our customers who want a sales order acknowledgement.
    The suggestion is to allow the Estimate to be renamed and used as an open Sales Order.
    We also have a template named Quotes which is more what Estimates was probably designed for. We need both a quote form and an acknowledged…

    1 vote

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  19. I would like to be able to schedule when an invoice is sent

    This would open QBO to businesses that do Rent To Own or take Payments.

    When an invoice is originally created and a PARTIAL payment is taken, by resending the SAME invoice at a later time, the customer can see payment and see what is left to be paid.

    I could have a customer with a $1000 balance. The NOTE section could request a minimum payment of say $125.

    The invoice (the SAME one) could be scheduled to resent on the 15th of every month.

    This differs from a recurring invoice in that a recurring invoice has no way to reference…

    3 votes

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  20. When switching from QB desktop to QB online, Transfer all emails for customers.

    When I switched to online QB only the primary email for each client transferred to QB online. I "chatted" with help for an hour, finally gave up with them because they were completely useless. Then called the help line and they told me that A: There is no way to transfer more emails over and B: there is no way add more than one email to a customer. So there are 2 suggestions here, 1. Make sure all customer info transfers over when switching from desktop to online. And 2. Get better customer service. PS, after almost 3 hours of…

    2 votes

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