QuickBooks AppTransactions

  1. 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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  2. 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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  3. Fix your EFT tax posting dates to match the date you take the money

    I do not know where this belongs, but seriously, you have cost me time and money in many months as I am trying to reconcile accounts. Example: Today, my checking account does not balance. Why? You have posted to electronic tax payments on 2/1 that you took on 1/29. My bank statement closed 1/29, I cannot change the dates of the deduction on my ledger, and my balance is off by those two payments taken the business day before you said they would post. This is not a cash flow issue, although it could be. It is a time wasting…

    2 votes

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  4. Allow additional Payment

    Pay additional amount rather than only invoice due.

    2 votes

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  5. Implement budgets or potential profit on the project page

    Budgets are necessary to track projects progress and potential profitability. I am sure most projects are not paid in advance, at least not in the construction industry. So, the current income - expense = profit tracking is not helpful especially in instances where a job is not paid in full for 90+ days after completion. Allowing a time budget and a fixed price budget for quoted contract jobs would be beneficial for more companies. One idea is to use estimates as a budget or potential income maybe in parentheses below income and potential profit in parentheses below profit. Currently we…

    4 votes

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  6. Print/Print Later

    The selection should be on the invoice screen with a square to select it. It must be visible when entering the invoice. Just like on the desktop version!

    1 vote

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  7. Opening new tab signs out and looses work!!

    Running app on a fresh install of Mac OS Catalina. When I open a second tab, the app signs out and crashes my work on the first tab. Over an hour of lost labor and multiple occurrences. Disgruntled long time user here. Is QB aware of this major bug? Please fix. Tab feature was one of my favorite parts of the app and the app seems faster than the browser in the past. Now it's a fail.

    1 vote

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  8. Please can you add Bi-monthly to the VAT filing frequency

    Please add Bi-monthly to the VAT filing frequency, as it is what most SME companies in Botswana need.

    1 vote

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  9. 3 votes

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  10. MLM Software |Direct selling business consultancy

    Smartsoft is one of the Top MLM Software company in Hyderabad which provides a specialized MLM Software services which improves growth of Network Marketing business. We have a best direct selling software as per the requirement of clients. You can have efficient services for reasonable price which will be the path for the growth of company
    http://mlmsoftware.in/

    1 vote

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  11. Bug in sales tax adjustment calendar

    When do an adjustment in sales tax, you can not choose the date from the previous month even if it is showing. You must hit the left arrow and go back to the previous month and then choose the date. ie During the month of February, Jan 31 shows up but you cannot choose that date. You must hit the arrow to move back to January and then choose Jan 31.

    1 vote

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  12. 13 4 week periods

    13 4 week periods. is so important to running many businesses. THere must be a better way to manage this.

    3 votes

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  13. Batch Actions Option to Stay with Column Headers

    While looking for a couple of clients to close out (inactivate), I place a check mark next to their name and once I get a list of the ones I want to change, I have to scroll all the way to the top of the page to get the "Batch Action" Menu to appear.

    It would be nice if this stayed on the screen with the column headers so I don't have to scroll back to the top when done.

    2 votes

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  14. Previous / Next Page Navigation at Top of Page

    We have a large list of clients, many active. It would be nice that when I am perusing through the list to have a navigation option near the top of the list so I don't have to scroll all the way to the bottom to click previous or next.

    2 votes

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  15. Applying Sales Discount Before Applying Tax

    In the GoPayment App, when checking out a customer who is buying an item that is on sale, I want to be able to apply the 20% off before the sales tax is calculated. Otherwise, the customer is being overcharged and paying too much tax. Please fix! Or Help!

    3 votes

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  16. Be able to open expense transactions in new tab

    When processing a large number of supplier invoices it would save a lot of time being able to right click the expense transaction to open it in a new tab. The pages are slow to load so this way I would be able open a number of them and by the time clicked the last one to open the first one has opened ready to work on. At the moment I have to open the transaction, wait for it to load, modify, save, wait for it to close and on to the next one. When doing a months' worth at…

    2 votes

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  17. Spellcheck on the desktop App for windows.

    There is no spellcheck option for Quickbooks online, App or desktop version

    1 vote

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  18. The Product Category needs to be added to the product import feature

    There is a great feature that allows the user to import products using a spreadsheet. While it is possible to set the product category on the new product pane, this field is not available in the import functionality. The user then has to go in and update the category by hand. When there are hundreds of products. It is quite impossible.

    1 vote

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  19. Add a notification email when receipts are added in QBO Receipts feature

    Please add a notification email to a regular email when receipts are added in QBO Receipts feature.

    3 votes

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  20. Allow to set an alert for low bank balance

    It would be a great option if you could set an alert for low account balance. Currently the only option is low inventory balance.

    3 votes

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