Coming QBO Improvement – Price Rules (aka Price Level List on QB Desktop)

Manage your multiple price lists for different customer types with ease.
Eliminates the hassle of maintaining and remembering who gets what price for what items.

To turn the Price Levels ON in QBO (COMING FEATURE):
Gear at the upper right corner > Your Company > Account and Settings > Sales > Products and Services > Show Price Rules drop down on sales forms > ON > Save.

On Customer Information page, new ‘Additional Info’ field (next to Attachments) is added to enter Customer Type and Price Rules.

QuickBooks Online - Buy now and save 50%

New Homepage Dashboard. Feature Request Customizable Homepage Dashboard

QuickBooks Online: New Homepage Dashboard. Feature Request Customizable Homepage Dashboard

Customizable Homepage Dashboard Screen Feature Request

It would be nice to have a customizable dashboard homepage where actual users get to pick what they need to see and which navigation buttons they use the most to the homepage screen. At this point, it’s Intuit hard-wired homepage dashboard even on privacy mode. Many business owners saying when they’re sitting next to their customers and creating transactions, they’re not interested in sharing profit or loss, expenses, bank accounts, income, and sales chart.

What they like to see the most on the homepage screen:

1) To do list
2) One click favorite reports
3) One click invoicing
4) One click write check
5) Tasks reminder (this used to be on old homepage, gone now)
6) Recent activities (this used to be on old homepage, gone now)
7) Create your own design enhancement features.
8) Completely wipe out current graphs and bank accounts.
9) Block marketing tips
10) Sign out from the home page

Want customizable QBO dashboard to do your job? Send them your feedback here.

Let’s make QBO dashboard customizable and actually useful.

QuickBooks update: April 29 2015

  1. Pay Bills (filter, re-sort and apply partial credits)
  2. Enter Bill, save and make payment from the same screen
  3. Permanently delete transactions from excluded section of banking page
  4. Add notes on customer page
  5. Export reports to Microsoft Excel XLSX format
  6. Add bigger size logo (400×200)


QuickBooks update: April 29, 2015

20150429 pay bills

20150429 bill save make payment

20150429 delete excluded

20150429 customer add notes

20150429 xlsx

20150429 bigger logo

20150429 tile tabs


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QuickBooks Online (QBO) Update: February 26 2015

Delete Custom Form Styles
Now you can delete unwanted custom for styles. It is for various customized template for sales form.
From the home page screen > Company Gear (upper right corner) > Settings > Custom Form Styles
To delete, go to Action column, select “Delete” from drop-down arrow (next to edit).
1 custom form styles


Add Customized Reports to Management Reports
You can now select/add customized (in addition to built-in) reports to Management Reports now.
From the home page screen > Blue navigation bar on the left > Reports > Management Reports
To select/add new customized reports > Action column > select “Edit” from drop-down arrow (next to view) > select “Report” (after preliminary pages) > select “Add new report” link > go to “Select a report” under New report > select customized report from the list you want to add to Management Reports > Save
2 add customized report to mgmt report


Bank Feed Manage Rules by Transaction Type
Now you can select transaction type when creating new manage rules. If you have transfer between to bank accounts (say from checking to savings), create new transfer transaction type rule.
From the home page screen > Transactions > Banking > Go to upper right corner, select drop-down arrow between file upload and new account > select Manage rules > New rule > create new rule name with transaction type > Save
3 transfer manage rules


Updated Chart of Accounts Numbering Scheme
To enable and show Chart of accounts number settings, from the home page screen > go to Company Gear (upper right corner) > Settings > Company Settings > Advanced > Chart of accounts > Select both Enable account numbers and Use account numbers > Save.
Advantage doing this: it is searchable by account number.
4 enable account numbers
Now on the Chart of Accounts page (From the home page screen > blue navigation bar on the left > Transactions > Chart of Accounts), you can show/hide the Number column by clicking the small Gear settings (far middle right, next to pencil and print icon). You can also do batch edit to assign account numbers from here. Just click pencil icon (next to print and small gear icon). Do not forget to save. Save (blue button) is located at right corner above bank balance column.
4.1 enable account numbers


View Customer Statements directly from Customer page
From the home page screen > blue navigation bar on the left > Customers > Select Customer from the list > select filter type by Statements > Apply
5 view customer statement


Products and Services list sorting by column
Name column sort, you will see sub-items in outline view. If you sort by other columns, sub-items will appear in flat view.
From the home page screen > company gear (upper right corner) > lists > products and services
6 product sort by name for sub
6.1 product sort flat


Reorder Bank Feed Manage Rules
Because manage rules are applied in numerical order, and you can apply only one rule per transaction, reordering lets you easily control which rules to apply. Drag in the left most column to reorder. From the home page screen > blue navigation bar on the left > Transactions > Banking > Go to upper right corner, select drop-down arrow between file upload and new account > Manage rules
Here’s an example:
Rule 1: Categorize all transactions under $499.99 as Office Supplies Expense.
Rule 2: Categorize all Staples (example) transactions as Fixed Assets Account.
In the case of a $400 Staples transaction, only Rule 1 is applied.
6 reorder bank feed manage rules

Print Expense List by Vendor Payee
Now, you can sort Vendor expense by Payee column and print it in that order.
From the home page screen > blue navigation bar on the left > Transactions > Expenses > Filter by Payee > Apply > Print List (print icon)
7 print list sort



Is it possible in the new QB Online to finally change the column width on invoices?

Yes, it’s available now.

You can finally re-size columns on Invoices.

From the home page screen

  • Select Create (+) sign (upper-middle)
  • Select Invoice under Customers heading
  • Select “Customize” at the bottom middle
  • Select “Columns”
  • Select + or – to resize width of the Invoice column
  • Save
  • See attached screenshot photo for reference

More improvements are coming in this area, I heard,  Stay tuned!!!

invoice column width
invoice column width

Which lists have which features in newly improved QuickBooks Online (QBO)?

This table will show which lists have which features all in one page. These are much improved added features in last two months.

Now, create forms should also have similar features fast. Not able to adjust account or product/service column size on various create forms seem to be a big problem right now.


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