Rod Potter

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  1. 43 votes
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      Rod Potter supported this idea  · 
    • 7,264 votes
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        Thank you so much for your feedback on sales form customization in QuickBooks. We acknowledge that we have a ways to go, but we’ve staffed this feature and are making headway.

        Right now, we have two versions of form customization running in parallel. In our newest one, we just released a beta of style import, wherein you can bring any *.docx based invoice template and use it in QuickBooks. You may access this feature by going to the gear, then clicking “QuickBooks Labs” > “Import Style.” Not on this version? We are moving people every month and enabling you to keep your old form too! Your default will change to start, but you can always revert to a frozen version of your old form without editing capabilities if you’d like.

        Lately we’ve been working on the print infrastructure to ensure you can print larger batches and render PDFs faster, invoice…

        Rod Potter supported this idea  · 
      • 6 votes
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          0 comments  ·  QuickBooks Online Feature Requests » Global  ·  Flag idea as inappropriate…  ·  Admin →
          Rod Potter supported this idea  · 
        • 24 votes
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            Rod Potter supported this idea  · 
          • 42 votes
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              1 comment  ·  QuickBooks Online Feature Requests » Reports  ·  Flag idea as inappropriate…  ·  Admin →
              Rod Potter supported this idea  · 
            • 17 votes
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                4 comments  ·  QuickBooks Online Feature Requests » Help  ·  Flag idea as inappropriate…  ·  Admin →
                Rod Potter supported this idea  · 
              • 39 votes
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                  Rod Potter supported this idea  · 
                • 10 votes
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                    Rod Potter supported this idea  · 
                  • 95 votes
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                      Thanks for submitting your feedback about setting default sales tax codes for customers in the Canadian version of QuickBooks Online.

                      As of today, this functionality is now live. You can add a default tax code to any customer, and QuickBooks Online will remember it for all future transactions. You can find additional details in our support article: https://community.intuit.com/articles/1692455

                      Thanks,
                      The Intuit QuickBooks Team

                      Rod Potter supported this idea  · 
                      Rod Potter commented  · 

                      Need a process to designate tax rate for each customer as in Desktop Version. This takes too long to do individually as i have over 300 customers. Should be able at least to export as CSV file and then import the edited file

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