QuickBooks AppTransactions
217 results found
-
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.
3 votes -
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.
1 vote -
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 -
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 -
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 -
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.
5 votes -
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 -
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 -
Improving Staff's knowledge levels
See attached file on my recent experience with chat team
1 vote -
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…2 votes -
Link the google calendar to estimates.
Provide a link to the google calendar on an estimate to allow for scheduling from within QBO.
1 vote -
8 votes
-
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.
4 votes -
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 -
Create a Contractor Payment Report
Create a report that shows payroll totals for 1099 Contractors.
1 vote -
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?
9 votes -
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.
4 votes -
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?
1 vote -
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 -
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
- Don't see your idea?