QuickBooks Online Feature Updates (September)
Track multiple sales tax rates, email invoices in HTML, GoPayment integration and more coming soon with our next release being rolled out over the next few weeks. As always we hope that these changes benefit you. So keep the comments coming!
GoPayment integration – accept credit cards on your mobile device
In case you haven’t heard about or used Intuit GoPayment, check it out here http://gopayment.com/. We have now integrated QBO with GoPayment so that you can accept credit card payments on your mobile devices. This is an exciting new way to accept payments and many of our customers have been asking for this.
New Sales Tax
We will be soon introducing our new sales tax feature that will allow you to record multiple sales tax rates. This will be a major departure from the current sales tax implementation that only allowed one default tax rate.
What you see today
The image below shows the Sales Tax preference on the Company > Preferences page.
Once we roll out this new sales tax, the above old preference will be removed from the Preferences page. For those users that have sales tax checked, you will notice that as soon as you uncheck this checkbox and save the preferences, this whole section will now point you to the new Sales Tax center where you will manage any sales tax related features.
Sales Tax Center
The new Sales Tax Center helps you manage and track sales taxes. With it, you can
- Set up sales tax (both single and combined rates) so you can charge sales tax on invoices and other sales forms
- See current and upcoming sales tax due by agency
- Record your tax payments in one spot, instead of using a paid bill or check
- See recent sales tax payments
The 1st time you come to this page, you will see
You will then be required to setup sales tax rates as shown below. If you had previously set up a default sales tax rate we will automatically create a new one for you with that percentage.
After adding a sales tax rate, the Sales Tax center will show you sales tax owed and recent payments. If you don’t have any sales transactions with sales tax for an agency, it will show as zero.
What will you see on transaction pages with this new sales tax
Below is a screenshot of an invoice page showing you the new sales tax select drop down, where you can choose a particular rate.
What happens to existing transactions using old sales tax?
Nothing will happen to your existing transactions. You probably have prior transactions that were saved using the old sales tax. When you open them, they will show as before, with the old styled sales tax box. If you edit them, they will still use the old sales tax. Going forward, if you had a default tax rate of 10%, we will create a new rate in the drop down using that percentage.
When can I start using the new Sales Tax?
In order to make the transition a smooth one you will only be able to start using the new sales tax rates starting on Nov 1st. This way all sales transactions prior to Nov 1st will have the old sales tax rate and all sales transactions starting Nov 1st can use the new sales tax rates. This makes it easier when you go to pay and record your sales tax for the months of October and November. You’ll pay your sales tax for October in the same way you’ve always done. You’ll pay (record) sales tax for November from the Sales Tax Center.
UPDATE: The roll out of the new Sales Tax has been delayed.
Guest Payments using Intuit PaymentNetwork
If you were using IPN thus far, you would have noticed that we required all of your payees to sign up for this service. This was a barrier to use and so lots of people just didn’t pay using IPN. You’ll be happy to know that we are removing this requirement and letting anyone send payments without the need to sign up for IPN. Look at Company > Preferences > Accept Online Payments for more information. In case you didn’t know how IPN worked, see the image below for the typical workflow.
Track your business on-the-go with QB Mobile
We have free native apps connecting to QuickBooks Online on the iOS and Android. Follow the links below to download QB Mobile. We know many customers have been asking for the ability to do tasks on their mobile devices. Right now you’ll be able to create invoices and estimates and manage your customers. We are updating these apps frequently so stay tuned!
QB Mobile for iOS
QB Mobile for Android
Emailing invoices in HTML
Right now you can e-mail invoices as plain text with a PDF attachment. We are now expanding this further to allow HTML emails instead of plain text. They look much nicer! To email in HTML, enable the preference under Company > Preferences > Form Delivery. There is an HTML version for both the summary and full version. Please note this a Beta feature and we will be looking for feedback through the feedback widget to make changes and adjustments in the coming months. See the image below for an example.
*There is a known issue with the logos for Outlook 2007. Logos are properly sized for all other email clients, but Outlook 2007 does not respect the size contraints of the logo. We will have a fix with the next update.*
New Customer Add Dialog
We are introducing a newly designed dialog for adding customers. For the moment you will only see this when adding a new customer from the Customer Center. Other pages will still show the old dialog. We will be using this new dialog hence forth for any newly designed pages requiring the functionality of adding customers.
You should find this one cleaner and less cluttered. We have logically grouped similar sections together and made it more aesthetically pleasing than it was before. You will also notice that this dialog is no longer a window based popup so it will definitely not lock out your browser tab. This allows you to switch to other tabs if you are copy / pasting customer information from another tab like from an email.
Tip: When adding a new customer, our system only requires that you enter a name or a company name. Even though the dialog has a lot of other fields to fill out, you can choose to ignore them till later if you don’t have the information on hand right away.
Tip: Many of our users have low resolution screens. If you are one of those users and don’t plan on upgrading to a newer monitor anytime soon, try using a browser like Google Chrome, Firefox or Internet Explorer 9. And remove any / every toolbar you have (if any, not including your bookmarks or favorites bar). 3rd party toolbars in modern browsers are absolutely redundant and unnecessary these days as most functionality is already built into the browsers.
New drops downs and simpler add dialog
With this dialog you will also notice our new drop down select boxes. We talked about them in this blog post. You should be able to search as you type. Since we are now allowing a full text search, you should be able to find a customer by searching for it’s parent or find a customer by searching some part of the customer name. You will also notice the new quick adding dialogs for payment methods and terms. Previously both of these were window based popups and now they are not.
Customer Center Improvements
There were some formatting changes made to the transactions area of the customer center as well as an enhancement. You will notice the new transaction button is now on the left and much more prevalent. From this button you can add a new statement, charge, invoice, payment, sales receipt, or recurring template. You will also notice the filters have been moved to the right of the grid, with a new print button on the left. This print button mirrors the print from the invoice list, allowing you to now print everything in the grid. Select a customer, then select any transaction or date filters from the drop downs to filter what you wish to see in the grid below, and then just click print.
Refreshed look of the Accountant Center
We recently introduced the Accountant Center for QuickBooks Online Accountant (QBOA). The accountant center has been refreshed a bit to better suit the needs of accounting professionals. Some modules has been re-arranged and certain tasks highlighted. For more check out the link above or http://qboa.intuit.com
Text messaging and alerts
This feature should now be available to all. You can look up company information on your mobile phone with simple text messages. Subscribe to receive customized push alerts and keep updated on upcoming invoices and bills. Look at the Text Messaging menu option under the Company tab.
September 16, 2011 at 4:53 am
When will there be an option to duplicate estimates?
September 20, 2011 at 6:39 am
PLEASE PLEASE! This would be AWESOME!
October 4, 2011 at 2:51 pm
Here’s a workaround. Go to the estimate that you want to duplicate. Click “Make Recurring”. Set the recurring template type to “Unscheduled”. Go to Company -> Recurring Transactions. Find that template and click “Use”. Now you can modify that estimate as necessary. I realize this is not ideal but this might be helpful if you have an estimate with a lot of lines.
Hope this helps!
October 4, 2011 at 2:59 pm
This does sound like a workaround. However I have avoided playing with Recurring estimates as I don’t want to have a thousand templates to look through when ever I need to duplicate an estimate. Can the templates be deleted easily?
October 4, 2011 at 4:45 pm
Very easily. Just go to the Recurring Transactions List and delete it.
October 5, 2011 at 8:57 am
Thank you I did test this out and it does work and you are correct I can delete the templates from the list but it is a cumbersome work around at best
October 5, 2011 at 9:12 am
I think it will work, but I will have to do it myself, I am not sure the people iin my office will put in the extra effort to make it work. I work from home and it is sometimes hard to get them to understand complex items like this.
October 10, 2011 at 2:47 am
Exactly! Such a simple thing to have. The free Billing Manager had that and many other features that QB Online doesn’t have yet. Also, what about a simple submenu to view only estimates to easily see which ones you need to convert to invoices or discard, etc. I loved that feature and miss it greatly. The last but not least feature needed is the ability to simply write a CUSTOM message every time you send a estimate or invoice. Just pop up and say comment so we can write individual responses. We’re mainly small businesses. Small businesses need to keep relations strong. Not be cold and corporate like this option missing implies. I don’t want the same generic response to everyone all the time. Good to have that pop up just in case I do want to send it but make it easy to type over. I don’t want another workaround going into 4 areas to make something simple work.
October 19, 2011 at 2:47 pm
Amen to custom responses! I need to be able to customize my subject line so my customers don’t receive a thousand invoices all with the exact same subject line. I at least need to be able to put the customer’s PO # or invoice number in.
I also hate the fact that I don’t have the accounts receivable under the reports quick links drop down…
October 26, 2011 at 6:31 am
As a small business owner and former large company Director (with Lego), personalization is the single most important service our customers expect.
They choose us and stick with us because of the interpersonal relationships we form from the very first time we meet them. Not having the ability to send a personalized email with each invoice and estimate is absolutely embarrassing. The “Note” box or putting a message in the body of the invoice is a dried up band-aid. A pretty HTML invoice is just a nose ring on a pig.
The work around I end up using is to go out to my email system and send a note that starts with, “my ‘upgraded’ QuickBooks system doesn’t allow me to personalize emails… So much for progress, eh?…”
October 26, 2011 at 7:03 am
Personal note, I actually send the invoice to myself, via e-mail then send it on to my client, with the note.
October 26, 2011 at 8:08 am
yea sending it to your self first then resending it to the customer works so does printing it as a PDF then sending it yourself but what a pain in the arse!
QB Professional lets you edit the body of the e-mails from the to be mailed list before you send them if you want. It is easy to have a standard, Here is you Invoice template and tweak it or totally start over with something more personal.
Why is it so hard to do this in QBO
October 26, 2011 at 9:21 am
Not having a custom email field pop up when I press SEND is pathetic. We’re mainly small businesses that use your service. We need to customize items and not come off as a cold corporate company. Personalization is very important to small business. It’s all about relationships for small businesses. PLEASE add this soon!!!
December 22, 2011 at 7:05 am
I own a small business and always send a custom message with EVERY invoice to my customers. It would be a great feature to have. I have to email myself the invoices before I send them out. Please add custom email field soon.
December 22, 2011 at 10:04 am
Everyone who owns a small business should send a personal email message with their invoices or at least have the option!! That and a separate Estimate list like they have for Invoices. I’ve requested this multiple times. I guess they don’t listen to te small businesses!?! Come on Intuit! Show us you listen PLEASE!!!!!
September 16, 2011 at 7:54 am
I think the new HTML emails will be much nicer. I just wish I could find that option.
>>> To email in HTML, enable the preference under Company > Preferences
There are about 7000 preferences to look through. Perhaps you guys can narrow it down by telling us which category it’s under? I spent 10 minutes looking through them all and can’t find it.
September 16, 2011 at 8:45 am
You will see the changes either next week or after that, since we dont roll out updates on all our servers all together. We do it server by server to monitor any issues / bugs. So depending upon what server you are, it can be a short wait.
As for preferences page being cluttered, that is also on radar to be improved.
September 19, 2011 at 3:35 pm
When the option becomes available the exact preference will be Company -> Preferences -> Form Delivery -> HTML Emails
September 16, 2011 at 8:00 am
When will we be able to designate a customer to a class or location?
September 26, 2011 at 12:01 pm
When will QB online recognize duplicate vendor invoice numbers?
October 4, 2011 at 2:46 pm
I posted the question of designating a class or location to the customers profile a couple of weeks ago and no one has responded. I’d just like to know if this is on the radar. It’s extremely difficult to look up the appropriate class for each customer while doing invoices.
September 16, 2011 at 12:50 pm
It would be nice to see the old feature back in payroll that the total payroll report by location if you run more than one location.
September 29, 2011 at 6:54 am
Yes I need that report too. Also need more than 1 bank account for payroll.
September 30, 2011 at 7:13 am
It would really be helpful to be able to customize pay period dates (used to be able to). I now have to select dates that mean nothing and have to hand write the actual dates on everything.
September 17, 2011 at 1:55 am
Will the new sales tax scheme be supported in Quickbooks Mobile?
September 22, 2011 at 7:41 pm
Not right away at least, but hopefully eventually…
September 18, 2011 at 1:34 pm
The new customer add dialog does not auto format phone numbers like the old dialog. This is a step backwards. And you have to click tabs to access different aspects of contact info – the old box had all the info right there. This too is a step backwards.
September 18, 2011 at 1:41 pm
Will look into the phone number field. As for other stuff (see the last point below specially as to why some contact fields were moved into tabs) roughly -
One reason for this was to reduce the number of fields a user sees when this dialog 1st comes up. The old one has too many fields that could overwhelm a new user, specially when one does not need to fill out all the fields and many just remain empty. Of course we haven’t removed any fields that were there before, but you won’t see them all at once.
The other reason was to group similar sections together. So the layout is now more logical than it was before as well as focuses on the most commonly filled out elements on its initial launch. We have also removed sections that used to collapse or un-collapse before thereby preventing the dialog from unnecessary re-sizing. You will also notice that the name field is now broken up into first, middle and last. Previously you had to go to yet another popup (by clicking the full name button) to fill that information out.
Having tabs also gives us more room to add any additional information that we may eventually need in the future based on customer feedback. The old one would run out of room in this case.
The last reason was due to a technical limitation of fitting everything in a specific height. Reason we had to fit everything, was due to screen resolution statistics of our existing customer base. A lot of our customers have low resolution monitors and a lot of users use various browser toolbars thereby even further reducing the view port of the browser. We also didn’t want this dialog to overflow the view port of the page so that a user is not forced to scroll to hit save or cancel or reach some fields. With the design above, more than 85% of our users should see this dialog fitting fully on their screen without scroll bars.
September 18, 2011 at 8:20 pm
I’m with Harold on this. Regardless of your reasons, some parts of the new layout are inconvenient. The new layout may fit nicely on 85% of your customers’ computer screens, but have you realized it creates extra clicks for an even higher percentage of your users? For a company that supposedly specializes in the small business market, you guys are really out of touch with what small business owners deal with on a daily basis. We are REALLY freakin’ overworked and don’t need you making ANYTHING take LONGER than it already does! Have you considered asking for customer feedback BEFORE implementing these things? I’ve been a QBO customer since 2004 and don’t think it’s too much to ask for you to reach out to some of your veteran users now and then to ask for input.
Frankly, I’m still ticked off at how many extra steps you introduced when you took away the SHORTCUTS from the menu design. I have several reports I access daily that used to be ONE CLICK away. Now, it’s REPORTS -> Memorized Reports -> Find Report in list -> click RUN REPORT.
Now, for the constructive part of the criticism:
I actually like the tabbed layout, because it hides a lot of the stuff I don’t use all the time. BUT, I do ALWAYS enter customer phone numbers and don’t like the extra click required to get to that. I haven’t checked the automatic phone # formatting for myself, but it certainly SHOULD format the number for us in (999) 123-4567 format, rather than 9991234567
One thing that is a nice improvement (but could be improved BETTER) is the fact that I can now enter notes during the new customer entry. We often enter notes about where that customer was referred from, and the old process was to enter the new customer, press save, then look up the customer and press the notes button. It was annoying. Now, it’s nice that it’s there, but it should really be it’s own tab. NOTES just doesn’t logically belong under Contact Info.
September 18, 2011 at 8:28 pm
The number formatting will be fixed next week, it’s just a bug. If we take out the phone and mobile numbers and put it on top, people will have to repeatedly scroll down to click save or maybe reach the bottom address fields. So for those there won’t be much change. But if thats what people want, it can be changed easily.
September 18, 2011 at 8:48 pm
Thanks for the info, and for taking a genuine interest in our concerns.
I don’t think it make sense for phone numbers to be split up in 2 different places. All the phone numbers go on the main screen, or all the phone numbers stay where they are. Another major concern I just thought of is my employees may forget to capture/enter phone numbers since they don’t see if on that screen.
If the layout is going to stay mostly as-is, I suggest changing the label of the “contact info” tab to something else. This entire form is “contact info”. I suggest making it just say “Phone/Fax”, find a way to move website to the main screen if possible, and make “NOTES” its own tab.
September 18, 2011 at 8:58 pm
Making notes its own tab was something we were already considering few days back. If we do move them around, we will change the tab names for sure.
September 18, 2011 at 11:16 pm
It will roughly end up like this http://i.imgur.com/lRPLL.png
September 19, 2011 at 7:50 am
This layout makes much more sense to me. Glad to see this issue being looked at so quickly.
September 19, 2011 at 7:52 am
I agree, that is a much more convenient and intuitive layout!
September 21, 2011 at 4:59 am
I think the layout is much better. Cleaner, easier to figure out where things are at-a-glance. Seriously, in less than 2 seconds, I pretty much knew exactly where desired fields would be. I’m a small business, working in a field that has already changed considerably as I type this. So it is important for me to figure things out fast.
I rarely need the extra detailed info, but when I do, I know it is a single, well placed click away. Much better than having to tab through dozens of fields. Also, while I use a large monitor most of the time, I do use iPads or have multiple windows open at the same time so having a smaller “command center” screen is much appreciated. Good work and thanks!
September 22, 2011 at 7:54 pm
Ref: Shortcuts
Till a better solution is implemented, and while this is not perfect – I had temporarily made the titles of pages, that you see in black on the top left of a given page, a link to that page. Try dragging it to your browsers (like chrome’s) bookmarks bar and then it can act as a browser shortcut to that page. But its not perfect and requires you to be logged in at least once.
September 18, 2011 at 9:12 pm
Phone numbers (plural) are part of the “most commonly filled out elements” and belong in the main tab.
It is nice to have first, middle and last name without the popup. This indeed is an improvement!
Visually the new dialog is more pleasing, but more clicks takes more to to add and find info.
Marc said it very well… “For a company that supposedly specializes in the small business market, you guys are really out of touch with what small business owners deal with on a daily basis. We are REALLY freakin’ overworked and don’t need you making ANYTHING take LONGER than it already does!”
Also, Marc’s comments on the shortcuts issue is spot on and I commented on that when the change happened.
One step forward and 2 steps backwards.
My biggest frustration with QBO and many other SaaS sites is there seems to be a lot of development on improving the visual aspect (eye candy) rather than core functionality. And I do understand that being visual appealing is actually important to being user friendly, but there is a lot of missing function in QBO that needs to be addressed.
I also know I tend to have a complaining tone on this blog – but if I didn’t care, I wouldn’t complain.
September 18, 2011 at 1:43 pm
Still waiting for purchase orders to be improved. Vendors often do not fill a purchase orders in one shipment. QBO doesn’t understand this – can’t keep track of what has been received and what is still on order – all or nothing doesn’t cut it. This is not a minor cosmetic issue – this is a huge accounting oversight by the developers. Please fix this!
Still waiting for swiping credit cards in QBO. Come on, you can swipe cards in the desktop version, you can can swipe cards from the merchant service website, you can swipe cards on your mobile device, but you can’t swipe cards in QBO?
September 21, 2011 at 6:12 pm
Absolutely agree. We have issued huge purchase orders & I’m stuck w/ a bad decision either way.
September 18, 2011 at 1:46 pm
How about an iPad optimized version for iOS. This version is awful on an iPad.
September 18, 2011 at 9:22 pm
More on the iPad… What I really want is to log into the site from the browser on the iPad to have full functionality from that device. But trying to do that automatically sends the user to a mobile version of the site that is nearly useless, with no way of accessing the regular version.
I’ve tried alternate browsers, but it appears that Intuit’s implementation of popups makes it impossible for any of them. My understanding from a developer is that there are a couple of ways of implementing the windows and the method employed by Intuit makes it impossible for any of the browsers to run the site.
September 19, 2011 at 9:39 am
+++10
Write it in HTML5 and call it a day! That popup verifier as the lynchpin for letting us use alternate browsers is ridiculous.
September 21, 2011 at 6:13 pm
I’m using Droid on my Xoom. I fixed it by typing about:debug in the address. Then I clicked settings and chose UAstrings. I changed it to Desktop & now I can access it on my Xoom. However, it’s really hard to enter an invoice.
September 19, 2011 at 8:07 am
I agree on the partial receipt of Purchase Orders, once I receive a bill for 1 item (on a PO that may have 30 items) the PO is closed. It gets very confusing when others look up the purchase order and think it’s been received
Also the description field on the POs needs to be longer (or dragable to resize) so the text doesn’t wrap 10 lines
We really need a “pending” option on purchase orders since our techs enter them but they are not ordered until approved.
I also have stayed with the Old Menu layout because I refuse to give up the Shortcuts tab.
I am a little nervous about the Sales Tax changes, we are currently collecting and paying multiple S Tax using the “Class” option set up by QB support years ago, but hopefully this will be a good change
Also PLEASE rename the Deleted accounts to Inactive, we run old reports and customers showing as deleted doesn’t look good (I do love the “show deleted” check box in the customer center but can’t it be “show inactive” instead)?
thanks for listening
September 19, 2011 at 11:31 am
While inputting payments today the website kept timing out. Perhaps it is already time for and upgrade in space at the source?
September 19, 2011 at 1:05 pm
I think we just encountered a new glitch in our sales tax reporting. The reports were correct last month when we did our sales tax filing.
When we run “Taxable Sales SUMMARY” report, the figure is way off what it should be, because it INCLUDES sales where “taxable” was selected on a line item, but where the customer is tax-exempt.
When we run “Taxable Sales Detail” the figure is correct and does not include sales to tax-exempt customers.
September 20, 2011 at 3:40 pm
We’ve entered a bug for this one. Should be fixed shortly.
September 19, 2011 at 1:52 pm
I noticed another change today … On the “Deposit” screen, the “memo” line has been shrunk to a nearly unusable size, for no apparent reason since there’s plenty of other room on the screen around it. That’s it, Intuit Developers … no more tequila shots on your lunch break!
September 19, 2011 at 6:08 pm
Ah, that seems to be an issue cause by some other changes. I will get a bug filed and ensure that gets fixed. Thank you for the feedback.
September 19, 2011 at 6:19 pm
When will you provide the automatic debit feature that will allow customers to pay by ACH on a
specified date each month or other period?
September 20, 2011 at 6:54 pm
Time tracking really needs to be added to the mobile devices.
October 12, 2011 at 5:20 am
Yes, Please add time tracking to Android.
September 21, 2011 at 12:47 am
These feature upgrades give me a warm fuzzy that Intuit is still paying attention to QBO. However, when will you address basic accounting actions that are SO sorely lacking and have been missing for the 5 years since I started using the product:
1. The ability to charge different customers different rates for the same service. This is especially handy when you raise prices and you want to grandfather your old customers at the old rate. Yes, I know there are workarounds, but it is not acceptable to create 2 different services at different rates. It is too confusing for my employees to know which service to enter into time tracking. Furthermore, I don’t want them to know who is charged at what rate. Overloading never works.
2. When will you implement customer classes/jobs? This is a common bookkeeping need, and the workaround of putting in a fake parent customer doesn’t work when it comes to invoicing. It is especially painful if someone in a job is also receiving other individual services.
While I’m happy that someone is working on QBO, I really worry when things like user interface changes get a higher priority than such basic accounting needs. I had expected these things to get included in the first year, but here I am in year 5, with most of the enhancements being of the user interface variety. If the changes I listed above were implemented, our invoicing and payroll time could be cut in half because we actually could automate it. And our customers would be happier with a cleaner audit trail.
On the plus side, the guest payment by electronic check is huge, and could save us lots in credit card fees.
Thank you for listening.
September 25, 2011 at 9:31 am
I am with R.R. When will developers work on making QBO fully functional as to basic accounting actions and needs. I am faced with a switch away from QBO and toward desktop version because of this lack of features, which saddens me greatly, because I love the ONLINE aspect.
October 12, 2011 at 5:38 am
Please add customer jobs soon. I was surprised it didn’t exist when I started using QBO two years ago. Seems like this is something that should have been there from the start. Thanks, Keep up the good work!
September 21, 2011 at 10:32 am
I like the new sales tax functions, but why change them mid-quarter? For those of us who file quarterly, this seems like it will create a challenge. I guess I will cross that bridge when I come to it, but it would be nice to have an option to wait until 1/1, or to implement the change 10/1 instead.
September 21, 2011 at 11:18 am
I am the only person that finds it odd that there is no NAME field in the CONTACT area for the customer?
September 21, 2011 at 6:15 pm
Yes – I’d like there to be something specific where I can put in the contact name. It’s so odd.
September 21, 2011 at 12:59 pm
Using QBO to run a plumbing business on an IPAD. I am struggling with the fact that the app is not only lousy, but fails to allow you to accept payments. I require customers to pay when the job is complete, and they want to get an invoice that is mark paid. Bringing home checks and re-entering them makes zero sense. Then having to re-email a paid receipt.
Please…I’m begging…make an app that is nearly full function. At least to accept payments on the spot and provide a receipt.
September 26, 2011 at 3:00 pm
AMEN. I would love to be able to accept payments from the mobile app (Android)
September 22, 2011 at 7:49 am
Donna Brazelton
We are looking for the ability to partial bill estimates, We sometimes need to bill percentages and even seperate items.
Would also like to have spell check, some of my guys don’t spell really well, makes my invoices look really bad
September 22, 2011 at 7:51 am
Hi Donna, try using Google Chrome as your web browser. It has a built-in spell check that underlines misspelled words in red just like MS Word. It works great!
September 22, 2011 at 10:15 am
I have been a QBPro user since 2001 and find this QBO so fragmented, the time consumed just waiting for the pages to re-appear (ugh). More verbiage that actual input lines. i.e.
Banking: Deposit:enter (wait for deposit box to re-appear) then enter another deposit.
I guess with QBPro I worked very fast and this is a way of slowing me down,
Would appreciate your redesigning the Deposit page (at least).
September 22, 2011 at 11:32 am
Go Payment Integration is nice idea, but this is incomplete.
You can mark a payment received (as opposed to a sales receipt) and to which customer, but it doesn’t apply the payment to an invoice – even if there’s only one open invoice for the customer and the amount is an exact match. You still have to edit any receive payments brought in this way to apply the payment to an invoice. I don’t see how this is any easier than the manual entry I’ve been doing.
Another half completed feature from Intuit. Come on guys!
September 23, 2011 at 5:08 am
This is all great!! Glad to see advancements. My ONE ask although having GoPayment added is to allow more than one linked account. OR to allow more than one company in the online version. We have ONE LLC, with a couple dba’s and each dba has a separate merchant account in order to use different email receipts. I think it is more than just the GoPayment, in general the online version need to have better “dba” support for invoices, receipts, and GoPayment interaction. PLEASE keep the changes coming. CUrrently we use “Locations” to track the separate “dba’s” but that does not allow us to hook into different invoice templates or GoPayment Accounts. We need some Sub-Company type of setup….PLEASE
September 25, 2011 at 9:36 am
Absolutely agree with CHRIS COLOTTI, the need for sub-companies (as is available with QB desktop version) is critical. This is just one more of those “standard bookkeeping” abilities we need to see in QBO. One of our clients is a big corporation, with many sub-companies within that corporation. Each sub-company is billed separately, and I need to do reporting for BOTH a separate sub-company, and for the entire corporation, as to receivables outstanding, etc.
September 23, 2011 at 5:55 am
I like what I see so far. Don’t use a lot of it.
Still waiting on being able to sort Vendor payables by class. We run a property management company and this is essential to our needs. I need to be able to pull a payables report for each property so I know what expenses are being incurred.
September 23, 2011 at 6:19 am
When are you going to upgrade the Online Payroll to the previous versions? Or upgrade the current version to the features of the old Online payroll program?
September 29, 2011 at 7:02 am
Yes I really liked the old online payroll a lot better than the current online payroll.
The new oliine payroll seems too basic and restricted.
September 23, 2011 at 6:21 am
When will we be able to identify customers by salesperson, territory or location at the customer level. We need to be able to run customer reports by salesperson, for example, AR Aging by salesperson, Customer profitability, etc.
September 23, 2011 at 7:54 am
I am still waiting for a change to take place with the recurring invoice. I have requested this feature several times. In the recurring transactions, on the edit schedule, I would like to have the year option added no matter if it is Monthly or Yearly intervals. I need to change the date for scheduling of recurring events to different years. Right now I have to delete the whole transaction and reenter – this is a real hassle. Please contact me if I need to explain in further detail.
September 23, 2011 at 8:03 am
Is there any way I can set a default billable rate for my employees? I have to manually type in the rates, week by week, for 150 people. It takes me about 2-3 days non stop to send out EOM invoices.
Very frustrating. We were able to do this on the last payroll platform. Any thoughts?
September 24, 2011 at 7:13 am
Thank you for the JavaScript popup dialogs that are replacing the old-style browser popup window popups. So much nicer!
September 26, 2011 at 6:47 am
While I love having the mobile app the main item i REALLY need it to do is the ability to record customer payments!
September 26, 2011 at 9:05 am
Payroll Suggestion – I use Time Tracking and often have several employees claiming time for the same client – the same time. It would be nice if I could enter time for more than 1 employee at a time. We clean houses and the time they are at the home is the same – the same client; 2 or more employees. It would cut my time down significantly if I could make 1 entry for more than 1 employee/client. Does that make sense?
September 26, 2011 at 10:40 am
Previous computer versions allowed us to keep track of clients as active vs. inactive vs. closed vs. other reasons. Here we have a choice of active or deleted.
Also we had several available fields relating to the business, that could be tracked, and could be added to invoices.
The QB-OL doesn’t have those features. Why can’t we have a viable product like Enterprise & put it on line. Lots of complaints would evaporate and production costs (one system vs two) would drop.
September 26, 2011 at 1:10 pm
Please, please tell me you have cash based Sales tax reports. Many companies are accrual based, but do Sales Tax cash based.
September 27, 2011 at 8:03 pm
Has there been any progress on being able to adjust the column width on the invoices?
October 2, 2011 at 1:10 pm
If you are referring to column widths of the transaction detail lines grid on invoices (or another transaction) then we are not implementing that functionality on the existing pages that you currently see today. However any new page design to replace those existing transaction pages will have that functionality. Sales Receipt page is the 1st target of such design and will be followed by invoices and then other pages. Will show screen shots in a few weeks. However these improvements will only be seen by folks running modern browsers – Chrome, Safari 5+, Firefox 4+, IE9+. It won’t work for older versions of IE.
September 28, 2011 at 12:41 pm
I am still trying to ask when is duplicate estimates going to be available? I have been asking this question for nearly 6 months?
September 28, 2011 at 5:18 pm
Duplicating estimates would be awsome maybe eve life saving!
BUT why when converting an estimate to an invoice does QBO Change the shipping info to the customer’s shipping info? I have lots of customers who want some thing shipped to a different location then their default address.
When I write an estimate is when I will put in the Forrest shipping info! I do NOT want to háček to do it a second time when creating an invoice from an estimate!
On a related rant why do I have to be on the correct customer when I convert an estimate to an invoice?
September 29, 2011 at 9:09 am
I would really like to be able to bill partial estimates. We don’t always deliver everything on an estimate at the same time. We really liked it in QB, but oneline I have to go back and create another estimate each time I bill.
September 29, 2011 at 9:17 am
YES I totally agree I often have to deliver part of an Estimate for one reason or another but don’t want to actually close the Estimate it would be very helpful if we could add individual Lines items or even better yet actual quantities of each line item. And of course have the option to keep the Estimate open or close it.
December 22, 2011 at 8:26 am
I too agree. I just upgraded after 2 years of using Simple Start. I have to go back to the old way of doing estimates on Excel. 99% of of my estimates have 2 or more line items in them and my customers don’t always buy everything. I need to be able to close out 1 item at a time. This really makes me mad. I can’t use all the features of QBO Plus offers due to limitations of program.
There are many pluses that I do appreciate and some of the updates have been good, and that’s why I’ve remained an QBO customer. I do hope that some of these accounting features will be included in QBO.
As a small business owner, I have to do everything (I am a one woman show) and can’t afford spending extra time reentering PO’s, estimates etc. It just doen’t make any sense nor do I have the time. I will continue to do things the old way and save myself a bit of time.
Please consider giving users these options in POs and estimates.
September 29, 2011 at 10:09 am
Thank you for all the updates. I really appreciate how you keep making QB online better.
Please take into consideration of Churches/non profits who use your software. Many of the updates that you do~does not effect us.
One request that I have. When we send statements of giving~we cannot change the wording. Our donors do not appreicate getting a ‘balance due’ for their pledge. And if a donor does not pledge~how do I print out a statement of all their giving?
If you can please work on this so our year end statements to our donors will be received in a better frame of mind.
Thanks for all you do for us!
Blessings……..
Nancy Sale
Central Presbyterian Church
Downingtown, Pa 19335
evansnr@comcast.net
September 29, 2011 at 2:10 pm
When are you gonna add something REALLY useful like scanning documents and attaching to bills (i.e. receipts for bills, cost of goods sold, etc…)
September 29, 2011 at 8:01 pm
I would really like the option to issue a PO from my mobile phone…
September 30, 2011 at 5:40 pm
I agree with Angela about the column width. I have to adjust my part numbers to get them to fit correctly. It would be nice to be able to adjust the columns instead.
October 2, 2011 at 7:38 pm
When we create a employee id to enter the time sheets, the employee is able to see all the clients for organization. If he/she picks up a wrong client, invoicing will be a problem.
Please see that if we can assign a selective list of clients for a employee, it will be more useful.
October 2, 2011 at 10:52 pm
Your HTML emails are squishing my logo. It’s a rectangular logo and even though I know it says to upload a more squarish logo, there’s nothing I can do about that right now. Since it works just fine on invoices, there’s really no reason for me to change it. If I can’t upload a different logo for HTML emails, I’d at least like a way to disable them on the emails because otherwise the new HTML emails look much nicer.
October 3, 2011 at 12:06 am
Thanks for the feedback Martin, we realize there has been some issues surrounding the logo. As we gather more feedback we should be able to implement a fix that addresses this issue in the best way.
October 3, 2011 at 9:20 am
I have not switched to HTML e-mails for the same reason Martin states above my logo works great in the actual invoice but gets squished in the e-mail
I would also like the ability to personalize the greeting in each e-mail at the time they get sent. There are times I need to explain why an invoice might be different then a customer expected or even just express a personal thanks to a customer for the chance to work for them.
October 3, 2011 at 8:55 am
oh one more thing- I will NEVER switch to the “new menus” until you put the shortcut tab back!
thanks in advance
October 3, 2011 at 9:39 am
I like this idea also of being able to customize each not added to the invoices, and I would also like to be able to add more than one e-mail address. We do a lot of work for condo assoc and the property manager gets all the invoices however the board of directors each want to see them also. I need to be able to put up to 7 addressed on each invoice. Now I have to go back in change and add new addresses and send the invoices again.
October 3, 2011 at 9:43 am
you can add multiple emails, just put a comma after each one
October 3, 2011 at 9:52 am
I am only able to add 3 not 7
October 3, 2011 at 10:04 am
wow, just tried and this is an easy fix (for QB), the problem is the text box character limit.
When I put in our email address it would take 5, out of curiosity I tried @aol since it’s fewer characters. It fit:
1@aol.com,2@aol.com,3@aol.com,4@aol.com,5@aol.com,6@aol.com,7@aol.com,8@aol.com,9@aol.com,10@aol.com
All they have to do is change the max characters allowed, I would think they could do it in minutes.
October 3, 2011 at 10:10 am
well this site cut my reply, my point was it will fit 100 characters, they need to change it to 300 or 400 or more
seems like an easy fix
October 3, 2011 at 4:52 pm
Thanks for the feedback Deb. Not an easy fix since we need to change the database field as well. Will mention this to the team.
October 3, 2011 at 1:33 pm
I have a question, don’t know if I am missing it but how do I keep my deleted GL Accounts from showing up on my Financials
October 4, 2011 at 1:26 pm
It would be MOST helpful if you incorporated in QB’s On-Line the same access filters that you have on QB’s Premium (no-cloud version). As it stands I have to allow my staff access to all my financial info (P&L’s, Balance Sheets) in order for them to process invoices and payments. In the non cloud version I can limit there access to this sensitive info. THIS IS VERY IMPORTANT TO US.
October 4, 2011 at 1:36 pm
Hear Hear, I like to process my payable but I have a gire to print the checks and match to bills. I don’t like that everyone can write checks anytime.
October 5, 2011 at 9:14 am
OK the New Customer Entry popup I have a few problems with it
1: why is use display name on Checks the default?
1a: why cant we change this as a user?
2: why is shipping address the same as Billing the default?
2a: why when un checking the shipping address same as billing check box is the shipping field not reset to blank?
3: Why when selecting Customer is a sub customer of. Does the Customer name not get automatically filled in with the Parent Customers name?
4: Why when selecting Bill with Parent Customer. Does the Billing Preference not default to the Parent Customers Billing Preference? (the tax info does change to the parent customers setting)
October 6, 2011 at 11:56 am
I too wonder why the Parent billing preferences are not used.
October 10, 2011 at 1:22 pm
when will “receive payment” be added?
October 10, 2011 at 2:12 pm
we already have receive payment under the Customer/Client tab.
October 10, 2011 at 2:18 pm
It would be nice if we could upload a different version of our logo for the HTML email and the PDF attachment. I use a rectangular logo which looks very nice in the PDF version but this gets squished into a square in the HTML email message.
October 12, 2011 at 6:46 am
I would love to see a feature like Billing Solutions for the online edition – i.e. customers can pay with IPN or credit card, view their invoice history, and set their own preferences for receiving invoices…in essence a “Customer Billing Portal”.
Is there anything like this on the roadmap for the near future? Is there any app or add-on for QBO that will handle this currently?
October 13, 2011 at 5:48 am
When will I be able to use Intuit pre-printed invoices for my bills? I’m wasting lots of ink having to print the entire invoice on blank paper!!!
Also would love to see iPad functionality for QB online.
October 13, 2011 at 6:40 am
It would be nice if you could add to the Customer input screen the old style when you start to enter in the information it will auto fill or pull up a duplicate customer! Plus i would like to see a subcontractor dispatch calander or something like you have for the enterprise edition. I run and own a garage door service and installation company.
October 13, 2011 at 6:44 am
We need the ability to assign customers ACCOUNT NUMBERS! With this we need the ability to add the account numbers to the invoice as a field. We are having to use a backwards way of doing this and it is not beneficial or efficient.
October 13, 2011 at 6:53 am
What is on the Roadmap for Customer Collections area like Quickbooks Desktop Edition has? It is really hard to be able to have any kind of an accounts receivables process with the current setup especially when you have 1500-2000 customers and 500-600 that OWE YOU MONEY, or are over 30 days past invoice due date etc.!
A dream would be to have an accounts receivables area that automatically would do emails or letters if they didn’t have email automatically with setup time frames like at 30 days friendly past due reminder. At 60 your seriously overdue, and at 90 your accounts is going to go to collections etc.
October 14, 2011 at 8:21 am
I am having problems running Quickbooks Online this morning. I have tried it in different type of browsers IE – Firefox – Chrome. Have issues with all of them. What is going on?
October 25, 2011 at 7:42 am
When will we see supplier remittances as promised months ago.
Why cant you flag up disputed invoices!
Lets get the basics right before we start trying to put the app on Iphones.
October 25, 2011 at 7:58 am
QBO on iPad ?
I know Popups but has any one looked into weather or not iOS5 and the new Safari fixes this issue?
I would really like to know if it is being tested?
October 25, 2011 at 8:22 am
The print feature in the Customer Center isn’t very useful if it doesn’t show the customer name. There hasn’t been anything that would show all customer/client transaction details – payments, credits, deposits, sales receipts, invoices, etc. – in one report, like an account ledger, so if the print feature could add the customer name or a report would do the same, that would be useful.
November 2, 2011 at 2:09 pm
Can QBO Plus support e-file of 1099′s? Last year I had to re-enter all 400 of my 1099′s into another NON-QB program to e-file my 1099′s tracked in QBO Plus.
November 4, 2011 at 10:51 am
I am having problems with my quickbooks 2012 running this morning. I got a message (not an email) yesterday when I signed into Quickbooks showing an update is available, do you want to install it. What do I do???
November 14, 2011 at 7:39 am
Is anyone having trouble with QB this morning, I took a long time load and every time I save a transaction it takes so long my computer times out. Was this the update we got this weekend?
November 14, 2011 at 1:23 pm
Quick books is down again – yes I have been experiencing issues all day – get you act together Quickbooks – I have things to do NOW
December 16, 2011 at 10:15 pm
I need the ability to further specify user permissions. I would love to let employees create POs and enter bills without having access to bank registers.
Also, we need the ability to assign a unique customer number to each customer. We sell to stores across the country and we have a dozen customers with the exact same name.
December 28, 2011 at 8:19 am
I agree. My clients want and need their employees to see client and vendor information and even print checks without access the bank registers.
December 22, 2011 at 6:50 am
I just wanna use quick books…. whats the story today trying to get online????????? I keep coming top some stupid page advertising new quick books features and all i need to do is get a customers phone number….. I cannot get to the log in screen with any work around….
December 22, 2011 at 11:53 am
That is the same thing that is happening to me…i hit continue and it keeps giving me the same ad..I got people waiting on me to cut checks!!
December 22, 2011 at 12:02 pm
it must be a localized thing I am using QBO with no problems all day
Im on the east coast where are you guys that can not get online?
December 27, 2011 at 9:05 am
I thought it was just me!! It’s doing the same thing. I need to send an invoice out. UUUUGGH!! I’m on the east coast too.
December 25, 2011 at 6:16 pm
When will we see the ability to add finance charges to QBO
December 28, 2011 at 8:16 am
RE: Online Banking Bill payments: Have there been any requests for this feature that is offered in the Desktop version? I have sent several feedbacks to QBOnline requesting this but am wondering if there are others that need this feature. I would love for QBOnline to offer the same online bill payments feature that is offered in the desktop version. My clients do a lot of online banking and I end up recording transactions “after the fact” once they have posted. Online bill payments in the desktop version provides a way to make direct online bill payments to the vendor using QBsoftware to connect to the bank and simultaneously records the transaction in QB. (I have tried Bill.com but it is a more complicated process with numerous steps and not very user friendly; my clients will not use it) It makes sense that QBOnline offers an online bill payment feature also. If I am recording payments that are made through online banking into QB after the fact, the client does not have an accurate register bank balance and hinders budget and cash flow understanding.
QBOnline development, PLEASE find a way to integrate this feature.
I do appreciate all of the improvements and continual updates to this amazing product. Thank you.
January 9, 2012 at 12:30 pm
Unfortunately, QBO is missing various features in comparison to the PC versions. Searches are slow or stall altogether; there is no sort-by functionality for reports; when entering a manual check, credit card transaction, cash expense, etc., the previous GL account entered for this payee of vendor in the split screen section does not auto default to the screen.
The customization report function is woefully missing all of the time-saving features that were available with the PC versions.
This is just the tip of the iceberg. When will Intuit resolve some of these concerns?
January 9, 2012 at 12:48 pm
One more comment to further explain my above comment: In QBO, the auto-enabler in preferences for certain transactions pulls up all of the information previously entered for a vendor, payee, etc. In QB PC; only the split line GL account and description would default to the screen, if that was your preference.
January 23, 2012 at 12:41 pm
The new [beta] HTML invoices are pretty, but inaccurate and therefore unusable. If I have a client with a credit or balance forward, which is routine in our business, the HTML invoice only shows the amount on the current invoice and doesn’t reflect the current client balance or amount due. So, if I have a client with a $50 credit and I send them a $100 invoice, their balance due is $50, not $100. I’d have to also send a statement to a client form them to know what they owe because your HTML invoice is incomplete. The “old”, less pretty text version reflects the correct balance due, taking credits and balance forward into account. HTML is nice; incorrect invoices, not so much.
January 23, 2012 at 2:17 pm
Hi chills,
This was a choice we made for the time being as the new emails do not support the account summary feature, which takes into account balance forward. The idea was that the actual email itself would be much more focused and condensed, and the attached pdf of the invoice would contain everything. If you have the account summary turned on you should see this on the attached pdf. As we get more feedback around what users are missing and want to see on the actual email itself we will begin adding those features in. Thank you for the feedback.
January 26, 2012 at 10:04 am
In the real world, clients don’t want more focused and condensed, they want to know what they owe. They want the bottom line. They don’t want “here’s a peak at a possible bottom line, find out more after you open the attached invoice.”
If a client gets an email with a summary amount that doesn’t make sense, I would get phone calls. The ones who do open the attached invoice would notice the email summary is wrong. I would get more phone calls. If a client gets an email and sends a payment based on the summary amount on the email without looking at the invoice, they would now have a credit because they paid too much or still have a balance due because they didn’t pay enough. I would have to make phone calls to explain and sometimes I would have to issue checks to cover the credits. Most times, I would have to send followup statement email to highlight what I just explained. The result would be quite a bit of unproductive busy work.
I suppose I could add text to the invoice email with instructions to ignore they summary in the email but open the attached invoice instead. But no one really bothers to read the email text after the first time they get an invoice email from us, so that would not be much help.
I’m not sure why you’d release something to beta that doesn’t have all the required functionality. Here’s something that sorta works, not quite as well as the old version, but still, check it out, its so pretty! When you get the account summary feature working, please, let us know.
January 23, 2012 at 2:15 pm
I am also desperate for receiving partial items on a PO. Rarely are orders filled at once. We are always back-tracking trying to figure out what is still outstanding and often times billing is overlooked.
Online bill payment would be awesome. When using the bank’s online bill paying, the transaction has to be entered twice; once through the bank and once in QB. It seems there would be a large demand with online banking so prevalent. I do love how the online version updates daily. It seems adding a simple step for simultaneously recording bill payments would be doable.
Need to personalize emails. Often notes need to be made to accompany the invoice. Most SMALL businesses use this software and personalization is the key to small business success.
Need to give staff access to customer balances without giving access to financial info such as bank balances.
PLEASE fix the parent/customer feature; I still have to enter all of the info even when selecting “bill with parent” the only info that populates is the email address.
QBO: Please don’t get too caught up in looks. That’s what Point of Sale with v. 10 release and if you look at those comments, its doing a lot of damage to Intuit’s reputation. Please keep in mind the focus of the product is a user friendly accounting system and updates to function should be priority over appearance.
There is so much potential! I have been growing with the product and I believe it is awesome and appreciate all of the improvements thus far.