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Feature Request Feedback

QuickBooks Online: Customizable Homepage Dashboard Screen

We have received all kinds of QBO questions over the years. But the single biggest question we keep hearing is how come QBO homepage is not 1-click navigation to the main activities. One click to create Invoice. One click to Receive Payment. One click to Write a Check. One click to Pay Bills. Run memorized Reports and so on. It takes two or more clicks just to do basic day-to-day accounting tasks. Another question we hear all the time is QBO need to provide privacy for our company’s confidential financial data like P&L, bank accounts, sales, expenses, etc. How come we can’t customize what we want on the QBO dashboard?

I posted this feature request on 2/16/2016, so far it’s already listed as all-time top 10 QuickBooks Online Feature Requests with over 1,300 votes and over 250 comments so far. Here are more details about customizable dashboard requests.

Customizable Homepage Dashboard Screen
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

Let’s make QBO dashboard customizable and actually useful. Thanks!

Here’s the link to the Customizable Dashboard feature request. It’s worth checking out the comments. We learn so much from some of these comments from actual QBO users. You can also add your voice if you like to see customizable dashboard feature added to QBO.

Source: http://feedback.qbo.intuit.com/forums/168199-quickbooks-online-feature-requests/suggestions/17456176-customizable-homepage-dashboard-screen

Categories
Bank Register Banking Feature Request Feedback

We were able to view the bank register and make corrections, etc. in old QBO. Now with the new QBO, we need to be able to have the same access and features before.

If manage user’s access level has not changed, you should be able to edit transactions from the bank (check) register in new QuickBooks.

From the blue navigation bar on the left > select Transactions > select Registers > Locate and double click on the bank account to edit

It will take to “Bank Register” screen. Highlight entry, make change and save. Four tabs bar will also open. If you click on “Edit” button, it will take to originally entry form.

You cannot change the “type” of expense transaction. For example, you cannot change from “Expense” type “Bill” type transaction. For that you will need to delete the transaction and create new type of transaction.