1,928 votes339 comments · QuickBooks Online Feature Requests » Homepage · Flag idea as inappropriate… · Admin →
I like this idea because we should be able to customize our dashboard to our company's needs. We could add our weekly/monthly goals and if they have been met yet. We could add notes for individual employees. We could add reminders for that week or month. Just everything should be customizable!
Thanks for telling us you want to see automatic email reminder for overdue invoices in QuickBooks. The team is picking this work up now. Stay tuned!
This would be super helpful as our company works in the home improvement field and would benefit from automated payment plan options for our bigger remodeling projects.
1,564 votes144 comments · QuickBooks Online Feature Requests » Expense Transaction · Flag idea as inappropriate… · Admin →
Or the ability for clients to sign our estimates as proof of approval! This is important for the home improvement field as some clients like to mess with companies and pretend they didn't approve something and therefor wont pay for it. A lot of our estimates are done over the phone and so being able to email them an estimate of the work that will be done will allow us to accept approval and organize better.
3,509 votesunder review · 187 comments · QuickBooks Online Feature Requests » Import/Export · Flag idea as inappropriate… · Admin →
I completely agree with this statement. Our companies should be able to download all of our data from QBO. This is another very serious deal breaker for our company. With QB desktop we would easily back up our files when necessary and have multiple back ups ready just incase. Even if QBO is saving information to the cloud; it's our information and we should be able to download it whenever we need to. An option to download a backup to QB Desktop should be available so that any time I have new information on QBO that I want added back to my desktop as a back up, can be downloaded whenever necessary. Please fix this as this is one of our top 3 deal breakers for using QBO and we haven't even been using it that long.
3,005 votesunder review · 273 comments · QuickBooks Online Feature Requests » Users · Flag idea as inappropriate… · Admin →
I have sales representatives that need the luxury of creating, sending and converting estimates and invoices. However, they do not need access to our A/R reports, or be able to add/edit/delete products or services we sell. They only need access to view estimates and invoices and create them. Any other information should not be available, if we do not approve it. We, the company's using this QBO service, should be able to decide and determine how much access our users have. After all that is how you advertise your product. So it should be up to the individual company to preset the specific access each user has, whether it be the entire (Customer & Sales) section, or only a specific line item. Please fix this as this is a very important matter to our company and if not fixed will ultimately result in us terminating our contract.