QuickBooks Online Feature Updates (June)
We will be rolling out the following changes over the next week. If you don’t see them right away, you will soon.
Upcoming browser changes
If you are using Internet Explorer 7 or Firefox 3.x, you would want to read this post.
Upcoming feature improvements
Invoice list improvements
You will now be able to print the invoice list. You will also notice a running total for the amount and open balance columns at the bottom of the list and be able to see the sub-customer of the parent-customer in the name column. We’ve also provided easier access to the invoice list by adding both a new menu item in our main navigation and a shortcut on the home page Quick Links portlet.
Tip: The columns on the invoice list are resizable. Once you resize them to your satisfaction, the layout should be remembered whenever you come to the invoice list next time.
Customer Center improvements
A search on a customer will now show both the customer and all its sub-customers, if any.
A new filter has been added for showing deleted customers.
The un-delete workflow has been improved by allowing the restore to happen directly from the customer center instead of the customer edit dialog.
Receive payments workflow
From any Receive Payments link (like those displayed in the tooltip bubble on the invoice list, customer center, or homepage), the corresponding invoice will be automatically pre-selected on the Receive Payments screen. This should hopefully save some time and energy in trying to figure out the invoice you are receiving payments against.
Pre-fill customer information
When creating sub-customers, all information will automatically pre-fill when you select it’s parent-customer. (information you have already put in manually will remain unchanged)
Overwrite an existing memorized report
Prior to this, if you needed to overwrite a memorized report, you had to 1st go and delete the old one. Now you can overwrite a report with the same name; simply click memorize and enter the report name you would like to use. If the name is already in use you will be prompted with the option to replace the old report with the new report. You will also notice that this dialog is no longer a window-based popup. So there goes another window pop-up in the system. Please look at the bottom section of this post about some additional changes that you will see on this dialog.
Get weekly push alerts about your business
Now you can subscribe to receive push alerts on your mobile device and keep updated on your upcoming invoices and bills. Set it up in the Text Messaging Setup page under the Company tab. This is a beta feature and may not be available to all.
On the old Customer List page, where did the Summary button go?
If you haven’t already done so, check out the Customer Center for a better way of viewing transactions, creating statements, running quick reports, and more!
The links below may help you in tasks that you may have been using the Summary button for in the past.
Using Customer Center http://support.qbo.intuit.com/support/answers.cfm?faq_id=3355
Creating statements http://support.qbo.intuit.com/support/answers.cfm?faq_id=4666
Introducing a new interaction change
DISCLAIMER / README 1st
This is a work in progress; what you see in product right now may NOT be what you will eventually see in the final version (visually or interactively). This depends on user feedback too. We are introducing this change only in 1 place at the moment which is the memorize report dialog that you see in the images above and below. However this is an important control that is used throughout QBO (for selecting customers, vendors, items, accounts, terms, classes, location etc) and we will eventually start using it in more places. But for now its limited to the memorized report group drop down.
Summary
We are trying to get rid of certain popups. We are also trying to combine the features that our current drop downs have when the “Quickfill Autosuggest” preference is turned off and on. And at the same time making the drop downs a bit more performant for large lists. Read below for more details.
Lets start with what you see in QBO today:
When you are trying to add a new entry, you typically do one of the following:
- Click the drop down > Click the Add New > Wait for the add popup to open > Type in a name > Click OK
- Type in a name > Tab / click out > Wait for the add popup to open > Click OK
When you are trying to use an existing entry, you typically do one of the following:
- If you have the ”Quickfill Autosuggest” preference disabled in the Company > Preferences
- Start typing in, and then choose what gets auto-completed. You don’t see the drop down list in this case.
- Just click the drop down arrow, and choose an entry. In this case you don’t type in anything.
- If you have the ”Quickfill Autosuggest” preference enabled in the Company > Preferences
- You see a filtered list when you start typing, based on what you type.
- However when you click the drop down arrow, you see an empty list. The list only shows when you type in at least 1 character.
Issues with the current drop downs
- When trying to use an existing entry, as you notice that both approaches above have their set of issues.
- Users ideally want the drop down button to work as intended – to show the drop down list whenever clicked.
- As well as typing in should show the filtered list of entries based on what you type.
- Right now we seem to have an either this OR that approach and you can’t get both.
- In both the add cases you have deal with a window based popup.
- As you know that we are trying to get rid of window-based popups to make the user experience better – most people hate popups and browsers love blocking them.
- Throwing of popups is also generally considered laggy.
- The window-based popup may get minimized / hidden accidentally which may confuse the user as to why there screen is frozen.
- Another drawback of the current drop down quickfills is that they hinder some UI performance.
- While this may not apply to the memorize report group drop down, we have noticed page load times being slower on pages where such drop downs have a lot of entries, eg: having 1000 customer names in a drop down or 1000 items / services in a drop down.
- While this doesn’t affect the majority of our users, there are some with enormous amount of entries for those drop downs.
- Besides the above drawbacks, such old drop downs are one of the major reasons that prevent us from allowing the full QBO website on a touch based tablet device like the iPad.
Now lets see what we are moving towards (again this is a work in progress and at the moment only applies to the memorize report group drop down)
Things to note that you will see in this new styled drop down
- Quickfill Autosuggest preference is dead to this new styled drop down and doesn’t effect it in any way. Whether its enabled or disabled, doesn’t matter.
- Clicking the drop down arrow shows you the drop down list (however we encourage users to type in unless their list is small).
- We may try to limit the entries shown in a drop down for performance reasons, but this is still up for discussion.
- We don’t really want to be showing 10000 entries in there (yeah some folks do have that many customers or items in their lists!) as that may cause the page to be a bit laggy. So maybe the entries might be paginated and shown X number at a time.
- If you type something in the drop down text box, it will filter the list based on what you type. See the image above where I type in “gg” and it only shows me entries starting with “gg”
- The filtered list highlights what you type in. So “gg” is highlighted in the drop down list.
- Instead of just matching the beginning of an entry, we can also do a full sub-string match. So not only will it show entries starting with “gg” but also those entries that contain “gg” somewhere in between. Whether to do this or not, is still up for discussion. User feedback will help here. For now you will only see the list showing entries starting with what you typed in.
- The text that you type, gets auto-completed to the 1st entry in the list.
- We may disable this auto-completion as many other web-apps are following the approach of filtering down the list, however not auto-completing.
- If we decide to do a full sub-string search as mentioned in the prior bullet point, then the auto-complete needs to be turned off otherwise it results in a highly awkward user interaction that most people will find annoying.
- To add a new entry, just type in the text in the drop down text box as you would normally do.
- Once the drop down detects that you are entering something that doesn’t exist yet, it’s border will turn green and a (+) sign will appear telling the user that this is a new entry.
- The border color and (+) sign showing is still up for discussion. Very likely we may just get rid of the (+) sign.
- If you tab / click out now (or click the +), you will see a small overlay come up asking if you want to save this new entry. See the above image on the right of what it looks like at the moment.
- This overlay basically replaces the window-based popup that you generally see for adding new entries. So no more of the annoying popup.
- The visual look and feel of this overlay box is subject to change.
- There is no <<Add New>> entry in the drop down list anymore. You add by simply typing in as mentioned above.
- One has to type in a name for the new entry anyways, so we thought doing it before or after the overlay appears doesn’t make much of a difference.
To give feedback, ideas or opinions on this please use the yellow feedback widget in the product or post about it on this blog.
Explore posts in the same categories: Features, Feedback
June 17, 2011 at 10:06 am
When are we going to get
1) line item discounts
2) receive items on purchase order
June 25, 2011 at 1:02 pm
I’m currently using Invoice2Go when i need to use line item discounts. I’ve asked this question a number of times and have yet to get a response. When can we expect to have the option of giving line item discounts?
Joe
June 17, 2011 at 5:04 pm
Why do current transaction reports leave off information that has been input in the system. For example, when we enter deposits, the donor or customer information hardly ever shows up on the transaction report. What does not make sense to us is that some names appear and other do not, but when you look at the original entry of a deposit slip, the ones that do not appear on the transaction report were input using the same information as the ones that do appear?????
June 20, 2011 at 7:27 am
I am still waiting for the option on the Recurring Invoices. On the Edit Schedule – there needs to be the option to select a year on your already saved Recurring Invoices. At this time you can edit the Month & Day but there is not a edit for the year. This is VERY important for our business and would save me LOTS of time. Right now I have to delete the current Recurring Invoice and save a new invoice as recurring. If the year option would be in the Edit Schedule then all I would have to do is select a different year.
June 24, 2011 at 8:30 am
I have to use this too…if you just choose or go by months instead it works great. 12 months = 1 yr, etc.
June 28, 2011 at 6:01 am
There appears to be low support for recurring invoice and reminders. They are treated as low priority. I would like a search function and excel dump on both of these.
July 5, 2011 at 10:46 am
I would like to see where recurring invoices could automaticly update a date range on the invoice. Example if we bill weekly, then have a way for the invoice to change the dates for that week
(Invoice covers 7-4-2011 to 7-10-2011, then the next invoice would change to Invoice covers 7-11-2011 to 7-17.2011)
July 8, 2011 at 10:44 am
I totally agree! Variable dates on bills would be so welcome for us.
June 20, 2011 at 10:15 am
How do I enter customer jobs or are they called sub-customers this time?
July 14, 2011 at 3:19 pm
Yes, some businesses use the sub customers to enter jobs.
June 21, 2011 at 10:39 am
On the Invoice screen, can we get a total items count? I enter invoices with 30+ items regularly, and it would be very nice to have that item summary to quickly check against what the customer is receiving.
June 27, 2011 at 2:41 pm
AMEN! what a help if items could be totaled on invoices as well as on purchase orders.
Kathy McDonald
June 22, 2011 at 4:56 am
I would also like to see more details on invoices and statements to define payments. For example, payment type (check, credit card, revenue sharing, etc.) and then an option for details like check number. Our clients receive “credits” on their invoices from different sources (revenue sharing generated from their plans), but when they get their invoices, they don’t know what payments came from where and it’s confusing for them because each credit is simply called “Payment.”
July 8, 2011 at 10:41 am
I totally agree!
June 22, 2011 at 5:38 am
I would really like to make customers/vendors inactive and be able to “show all” with a click. We do not like or use the delete option even though you can undelete.
Also a pending status for Purchase Orders or even a “to be printed” would help in our approval process, and to be able to mark some items as received leaving the PO open
June 23, 2011 at 9:40 pm
Matching text strings should absolutely be anywhere in the string and not only the beginning. Beginning only would not bring up sub- items unless yours type the parent. That would be awful!
June 30, 2011 at 1:21 pm
Amen!
June 24, 2011 at 4:37 am
The latest update have created problems with invoices, I now have an item code onto lines. Please give the user the option to size/create each section of their invoice.
Also please stop sending me customer satisfaction surveys when you never solve problems, or get back to me if the initial call email did not resolve the issue. You need to have a better follow up to unresolved issues instead of having the customer call back.
Betsy
June 24, 2011 at 5:52 am
It is nice to know I am not the only dissatisfied customer with this on-line product. It puzzles me that the desktop version of QB was so wonderful and the on-line version is so inept
June 29, 2011 at 6:53 am
Amen. Calling customer service is a joke…”that’s the way the system is set up” does not solve any issue. Even a simple issue such as preference for today’s date rather than last used which drives me crazy.
June 29, 2011 at 7:23 am
Yea I don’t know how many times I have printed an invoice with the wrong date… What a waste of paper and ink… Maybe we should charge QBO for it ha ha
July 19, 2011 at 11:42 am
I so agree! And the changes are ridiculous. I have to pay commissions and now I have to calculate them before I enter to do payroll and so many more things that you used to be able to do and can still do on the desktop versions.
June 24, 2011 at 6:15 am
How about bringing the balance sheet by class functionality that was just added to Quickbooks desktop into QB online as well? This is a major reason that we see more complex organizations move out of QB.
June 24, 2011 at 7:06 am
Waiting for Budgeting and Budget to Actual reporting by CLASS. Also, being able to budget Balance Sheet and Cash Flow by month. Any work in that area?
June 29, 2011 at 12:46 pm
We need a Cash Flow report – a really basic feature in my mind. How are small businesses efficiently managing their monthly cash flow without this tool?
June 24, 2011 at 7:39 am
Your update to customer center broke my customer center, i am unable to scroll through my list of customers with out the scroll bar jumping back to the very top of the list. Happens on mac and pc, firefox, chrome, ie, safari. I have over 4,000 customers so this is really bad. Please fix.
June 24, 2011 at 8:36 am
oh my gosh! this is an issue for me too! While I don’t have that many customers…I do regularly scroll through what I do have and now it just jumps back! Please Fix!
June 27, 2011 at 5:00 pm
We are aware of this issue and should have a fix in very soon. Thanks.
June 24, 2011 at 9:47 am
Here is an easy one: Please add direct printing of shipping labels (Fedex,UPS, etc.)! That feature is on the desktop versions but not on the online version and it is incredibly frustrating to have to re-enter the same information over and over. This should be a quick add, yet nothing has been done in months.
Thanks
July 10, 2011 at 7:43 pm
We use an add-on product called Oz-Link we found in the aps section for this. It works exceptionlly well, much better than it would work if QB designed it.
June 24, 2011 at 12:17 pm
I’d love to see you remove the popup prompt when opening a bank register and there is only 1 register defined. This is wholly unnecessary!
June 26, 2011 at 5:00 pm
Absolutely! Not only is it unnecessary, it’s incredibly annoying!
June 24, 2011 at 12:23 pm
I love that “Luke is a child of Darth” is the description! May the force be with you QB Online!
June 24, 2011 at 12:53 pm
Need Sales Orders. Also the ability to convert Estimates into sales orders.This inability to create sales orders is causing us to look at other alternatives.
July 10, 2011 at 5:41 pm
As david says. I am in need of sales orders as well. Keeping up with 10 PO’s from one customer is beginning to be a pain. I have to use the quotes, with the customers PO in a custome field i created. Then have a third window open for a custom report to see how much i have billed to the PO im using. This process would be greatly simplified if i had a SO system in place.
All im using QBO for is invoicing. At $400.00 per year. i should be able to find a suitable replacement, without the re-occuring fees.
July 10, 2011 at 7:45 pm
We need it too.
June 24, 2011 at 3:38 pm
Feature that would help us the most is actually in the mobile-version of QBO – the ability to add time entries. I have people in the field who have to wait until they get back to the office to enter their time. Would be great to be able to capture time on their smartphones.
Better yet, make an Android app that actually lets them run a timer when they’re on the client site that lets them input notes and then posts that time/notes to the system so we can more quickly (and accurately) invoice them.
June 24, 2011 at 4:38 pm
+1 for this plus an iPhone app. Would really save us hourly consultants time!
July 10, 2011 at 10:12 pm
+ 1 for iPhone app with actually features that will enable us to work on the go!!!
June 25, 2011 at 8:50 am
I 100% agree. Some of the items that would be the most simple to add, such as receipt scan attachments as they provide ONLINE for regular Quickbooks users is still not available. Makes the “cloud” with QBO seem nearly useless. Entering time remotely is included. One possible help for you might be a iPhone product called Fieldbooks that does integrate with QBO but maybe only for the account holder.
June 27, 2011 at 1:20 pm
Another vote for receipt scan attachment and Harold’s comment on matching text strings not being restricted to the beginning. Love much of the functionality and access anywhere.
June 25, 2011 at 10:04 am
same here — time tracking on iPhone is needed
June 25, 2011 at 2:06 pm
I LOVE QUICK BOOKS I MEAN IT VERY HELPFUL AND EASY…SUZANNE ALEXANDER
June 26, 2011 at 2:39 pm
slightly different topic, but will there be an enhanced smart phone app in my lifetime?
June 29, 2011 at 7:29 am
Tell me about it!!! I would like to build estimates on a tablet but cant do it with QBO!!! I emailed cust. service and they got back saying that they are working on developing it, meanwhile all they really have to do is make the site linux friendly, I don’t think its that hard. If you have an android then you can set it to use desktop versions of websites but QBO ONLY works with Chrome, IE, and Firefox. FIX THIS QUICKBOOKS!!!!! WE ARE IN A MOBILE WORLD AFTERALL!!!! Why don’t you listen to us customers, instead of comming out with stupid updates that no one cares about.
June 29, 2011 at 5:26 pm
Would love to be able to enter payments recieved while out in the field working.
It would be easier than waiting until I get back to the office which can be days.
Please upgrade the smart phone app for this.
June 26, 2011 at 5:58 pm
When is the Purchase order section going to be improved? We need to add the function that allows a supervisor to approve purchases. Also we need project costing. We need this to function more like an ERP system.
Thanks
June 27, 2011 at 6:39 am
I’d like to have the option of QB saving more then one email address for Customers. I email invoices to different people within a Customer depending on the project. This would be very helpful.
July 2, 2011 at 2:46 pm
You can add more than one e-mail address by using a semi-colon between addresses
June 27, 2011 at 10:38 am
when printing checks, I would like to see on the check voucher the following:
Account
Amount
Description
Class
July 5, 2011 at 6:41 pm
Me too!
June 27, 2011 at 12:07 pm
I am so disappointed with the changes you have made to Quickbooks. We have 250 customers that we invoiced each month. It is so much easier to get certain information about multiple customers at a time with the Customer List than it is to have to work through each customer in the Customer Center.
I have asked repeatedly that you set the recurring templates to allow the ability to check the email invoice and have it queue so I can send out when I want rather than the minute the invoices are created. As it is now, I have to leave method to deliver blank and then go into each individual invoice and click the email box after the invoices are created each month. This is cumberson and time consuming when it should be a relatively easy programming change to queue the invoice when created in the email queue.
When I go into the Customer Center, after I work on an invoice and save it, I am always taken back to the first customer I went to when I entered the Customer Center. This is annoying and creates room for entering information on the wrong invoice when you expect to be someplace you are not. System should always return to the current customer you are working on when click Save on invoice.
Your changes for the way I use Quickbooks in our business have made using your product much more time consuming and cumberson.
June 27, 2011 at 4:59 pm
Hi Barbara, can you let me know what browser and version of the browser you are using? For chrome or firefox you can click on the browser name in the menu and select about. You can also use http://whatsmyuseragent.com/ and give us all the info you see in your user agent. If you are using IE I would suggest switching over, as those browsers previously mentioned will provide a much better experience.
Can you also describe your workflow, I can’t seem to reproduce this by doing the following:
1. Go into customer center, select a customer
2. Select new transaction -> invoice on the bottom right
3. You should be taken to an invoice with the customer information pre-filled
4. Enter in additional info, hit save, and return to customer center with correct customer selected.
Finally, can you let me know what information/reports is most useful that you now can’t do? What can we add to customer center to allow you to get the information you need quickly? Thanks.
June 30, 2011 at 6:45 am
I would like to be able to search Customers by their address. That is a feature that I used often in the Desktop version. It is very annoying to to go to “FIND” and have all those options EXCEPT address. I think that should be an easy fix.
June 27, 2011 at 2:51 pm
I desperately need to be able to assign a salesman to a customer. I have found a ‘way around’ it, but it is manual on every invoice. Totally unacceptable. You have to be able to assign a salesman or territory to a particular customer. Most every sales office needs this feature. When it comes time to run reports to pay commissions, it is a headache if the salesman was entered manually incorrectly. Believe me, my salesman are the first to let me know and then trying to keep track on the next commission. I’ve asked for this every time I call…….PLEASE!
July 10, 2011 at 7:49 pm
We need this too. We use Divisions and it is getting very cumbersome because of salesman turnover.
July 12, 2011 at 12:09 pm
The selection of a Territory should be at the customer level, too.
July 27, 2011 at 5:47 am
I have been asking for this for months!!! This is a must. We run 100′s of invoices per week. We can’t manually assign a class or location to track by salesperson. Please update so we can assign a salesperson to the customer, at the customer level. PLEASE! PLEASE!
June 27, 2011 at 11:40 pm
I have the basic invoice program, but really need the Estimates or quote feature. I won’t mind paying extra, but not the full amount that is close to $ 40.00. I do not need all other interactive feature in the program
June 28, 2011 at 6:42 am
I’d love the ability to pay vendors through EFT just as you can now receive client payments. We write about 50 checks a week to small vendors, if I could just flag the EFTs and send them I’d LOVE it (and I can’t be the only one)
June 28, 2011 at 10:54 am
When are you going to create an easier way to perform Sales Tax reporting based on different tax rates (e.g. for different cities with in a state)? On the desktop version it was easily done and calculated for you. With online it’s extremely painful!
June 28, 2011 at 12:33 pm
I agree. Sales tax really needs to be addressed.
June 29, 2011 at 10:02 am
I have asked for something to be done with the sales tax report for 3 years. It takes me 5 hours per month to Excel the report and get the sales tax to the correct rate.
If the customer list had a defaul rate it would help. Also if you could modify the report to have the rate collected – the city, state, and zip code, it would cut down my time immensely. They already have a group sales tax on the desktop version – How hard can this be?????
June 29, 2011 at 10:29 am
Hopefully you guys know that since Intuit is a public company and there are some awkward / weird revenue recognition restrictions it must abide by, none of us can pre-announce features or give dates of when something will be implemented even if we are already working on it or plan to soon (ignoring bugs). Did I say more than I should?
June 30, 2011 at 6:50 am
Well if I can read between the lines…hopefully this update will be in place before Sales Tax is due next. I have spent hours creating our own way of sorting sales tax for our company and still the accountant has may hours invested in determining the amount to be paid to which entity.
We are praying this will come about VERY soon.
July 1, 2011 at 11:24 am
I feel the sales tax reporting needs to be addressed as it is very difficult and time consuming to determine what sales tax needs to be paid to the various groups as each has their own tax rate. It was very easy to do in the desktop verson of QuickBooks.
July 4, 2011 at 12:17 pm
I agree with the folks on this thread. Sales Tax reporting in the online version is horrible compared to the desktop version. This should be near the top of the list as almost all of us have to deal with it. I have to collect sales tax for multiple states, and it is a total PITA to track and report properly.
July 14, 2011 at 11:05 am
I agree. The QBO sales tax program is not user friendly. If it can go back to the desktop version it would be a GOOD thing.
July 7, 2011 at 3:21 pm
Agree, agree, agree. Sales tax reporting with multiple districts is SOOO time consuming with QBO. Was a piece of cake with the desktop version. Please prioritize this function!
June 29, 2011 at 6:34 am
I agree with Kathy. We need to be able to assign a salesperson to a customer. This will enable us to run customer reports, agings, lists by salesperson. This is an absolute must have!!!!
In addition, I would like to be able to add sub-customers without changing the name of the customer (don’t add the prefix).
We receive one check from a parent company for several sub-customers that have to be invoiced by sub. Would love to be able to receive payments on one screen. It would really help to be able to pull up all subs under the parent and check off all invoices that are being paid.
June 29, 2011 at 7:12 am
I would also love to see the purchase order numer on the invoice. whe I put it on the invoice it does’nt show up. I have to type it in a second time for the customer to see it.
June 29, 2011 at 10:42 am
Still looking for job costing without the odd workaround. Just make it work like desktop version!
June 29, 2011 at 12:13 pm
Would love for the “vendor address” to show on screen when a vendor bill is entered for payment. Sometimes they change their remit address and it is not noticed until the check prints after I pay the bill. If it showed when the bill is entered, it could quickly be noticed and corrected at that time. The way it is now, I have to void a check (and those things are not cheap) and print another check.
July 5, 2011 at 6:40 pm
I would love to see this feature as well.
July 21, 2011 at 1:37 pm
I guess this issue wasn’t of any interest to QB Online. They didn’t even bother to respond. I’m sure it would be a simple fix.
June 29, 2011 at 2:01 pm
A subtotal item would be nice so a total can be shown, discounts added after the total, then final total. PC Quickbooks has this feature. We miss it in the online version.
June 29, 2011 at 6:31 pm
When are the Payroll rollback going to take place.
June 30, 2011 at 6:52 am
When will we be able to enter TIME daily/weekly and the program calculate the hours worked on the online version when creating payroll?
July 4, 2011 at 11:25 pm
I’d like to know when we’ll have the option to change the date format?
Any tips on how to do this?
Bridg
June 30, 2011 at 9:00 am
Here’s an improvement that needs to be made. We have 3 companies. At he top right hand of the corner of the website it has a button that it shows which company you are in. Before a menu would drop down and you would be able to select which company you wanted. Now when you click on the button a menu drops down and says switch companies. It then takes you to home page and then you select which company you want. I like it the old way.
July 1, 2011 at 5:30 am
QBO has no problem reminding clients when their cc expires before renewal … why can’t a similar feature be available to our clients. For example, run a monthly cc check of credit cards and then provide us with the ability to automatically (or manually) send out reminders to our customers so they can login and remotely update their credit card information.
Another similar feature would be to run a pre-transaction check on a client’s cc without going to merchant services.
July 1, 2011 at 9:59 am
It sure would be nice to be able to link the QB address book with UPS or USPS address book. I have tried to follow instructions on both QB and UPS to download and transfer addresses but but the final result always tells me it is in an incorrect format even when I use the UPS template provided. Just saying a link would be so much easier.
July 3, 2011 at 8:35 am
We URGENTLY need the ability to further customize customer invoices and customer statements (what is referred to in QBO as Sales Forms). We’d like to be able to add our company header to the sales forms and better control type faces and font sizes. In some sections currently in the sales forms you are forced to use QBO defaults (such as ALL CAPS section headers which look ridiculous can’t be edited). PLEASE bring the QB Desktop editing ability to Sales Forms ASAP!!!
July 9, 2011 at 12:02 pm
I agree 100% in the desktop version we had the ability to create multiple templates for sales forms. We are a manufactures rep and we quote different lead times,terms, remit-to, etc for the different products.
July 3, 2011 at 11:48 am
I would like to see a search option when using the Product/Services list. If you can’t think of the exact way an item is entered, good luck!
July 4, 2011 at 8:24 pm
It would be helpful to me if payroll checks could have classes applied to them. Is this on the enhancement list for QB Online?
The growth in features of QBO has been welcome. I hope Intuit is committed to bringing QBO up to the capabilities of the installable version of QuickBooks.
July 5, 2011 at 8:49 am
When are we going to be able to attach documents to invoices or any other to be sent, form?
July 6, 2011 at 8:30 am
PLEASE< PLEASE PLEASE…can you deal with online bill payments that go directly to bank just like desktop version. It is HELL re-keying vendor payments
July 6, 2011 at 10:23 am
Thanks for the android app for creating mobile estimates… Now can we please Accept and Record Payment on the mobile app as well?
July 6, 2011 at 3:56 pm
Security features. Need to have a security feature that LIMITS access just to payroll. Currently you only have the option for AP/vendors or AR/customers. We need to be able to limit access to payroll and have a payroll bank account with no access to the register. Most accounting programs have this feature?
July 7, 2011 at 3:45 pm
Would like to see you add a “Notes” box to both the Customer and the Vendor individual information. There are times that special comments or instructions need to added for on a particular company for sales and accounting employee references. I had that ability in QB’s Pro 2010. Should not be a difficult request. TKS!
July 12, 2011 at 11:47 am
Having business in the state of Texas, it would be really nice if we could incorporate multiple tax rates by customer. Just like in the desktop version.
July 13, 2011 at 5:20 pm
I hate the new format in payroll
If I want to pull up the 941 form
it wants me to create a payment
first. I do NOT send my payments
through this system. Now I CANNOT
get to the forms I need and cannot
find your contact info for a phone
number. I NEED HELP__your prerecorded
questions do NOT cut it.
July 14, 2011 at 3:00 pm
Since your last “improvement”, any time I need to apply a pre-payment, (deposit), to a newly created invoice, QB’s will automatically fill in the entire amount due as having been paid. Since our invoices average approximately $100,000.00 each, this is a huge problem! This never occurred before your last “improvement”.
July 21, 2011 at 12:51 pm
+1 for the dropdown quickfill autosuggest improvements. I would very much like them to perform better, both for speed of lookup and ability to see the whole list when needed.