Be the first to test out a new QuickBooks Online design!
The QuickBooks Online team has been experimenting with a new menu design that we think will make you more productive… resortable menus.
Resortable menus let you move your most used items to the top of each menu for quicker access.
We’ve created a prototype and are inviting our users (YOU!) to take a peek and give us your input. This is your product and we’d love your expertise in making it better.
To learn more and view the prototype, please sign up and join Inner Circle — a place for QuickBooks users to interact with Intuit teams and help shape the future of QuickBooks.
An added bonus? By signing up for Inner Circle, you’re guaranteed a sneak peek at our new feature ideas and designs.
Here’s how to get started:
- Learn more about Inner Circle and sign up at http://quickbooks.com/innercircle.
- View the resortable menus prototype at the QuickBooks Online Discussion Forum.
(Click Discussion Forum > QuickBooks Online > … resortable menus)
We can’t wait to hear what you think!
~ May, QuickBooks Online team
May 20, 2010 at 5:56 am
You’ll listen more closely to the special “inner circle” input, implying that you’ll listen less to comments in other circles — like a blog comment box? When’s Quickbooks online gonna run on Ubuntu Linux using a Firefox or Chrome browser?
May 21, 2010 at 12:53 am
Hi, Kevin. We love to hear from our customers, no matter where their comments reside. We established Inner Circle mainly because we wanted to have a dedicated space for Intuit teams to explore new ideas with our customers, while keeping our blog a little bit more casual for communicating our latest news. I hope you will consider joining Inner Circle and trying out the prototype. Thanks for sharing your thought!
May 23, 2010 at 6:54 am
+1 for Kevin’s question: “When’s Quickbooks online gonna run on Ubuntu Linux using a Firefox or Chrome browser?”
QuickBooks Online is the only reason I have to keep a Windows XP Virtual Machine around any more. Horribly inefficient.
May 24, 2010 at 6:32 pm
Quickbooks should run just fine on either of those browsers. I remember before Quickbooks said they had offical support for Firefox (but after they removed the ActiveX code) all I did was install a plugin to fake the UserAgent. Same goes with anything running on Linux.
https://addons.mozilla.org/en-US/firefox/addon/59/
Just make a custom one that makes QBOE think you’re running on Windows.
May 27, 2010 at 8:23 pm
I’ve been using the UserAgent plugin, but it still doesn’t *quite* work. There are problems…some menu items don’t work. It looks like (though I have spent zero time troubleshooting it) javascript errors/issues.
May 20, 2010 at 12:56 pm
Although the drop-down menus need a little help, I’m much more concerned with the behavior of the text boxes for client and product names, etc. Every time i want to choose a new account/client/product from the list by typing, it acts wacky and autofills in odd ways. I like that it makes suggestions from the list, i just don’t like it interfering with how i change whats in the search box.
May 25, 2010 at 7:43 am
YES!!!! MY thoughts exactly!! So aggravating, all these popups start getting in the way!
May 28, 2010 at 6:49 am
To me this is a major proble. If you were typing at 80 wpm this may not be a problem, but at the 30 wpm, the drop down just do not work at all.
Also if you copyed and paste a accuunt name, to change an account code, it will not accept it as a correct name. I would like the old version back.
June 8, 2010 at 9:05 pm
I agree with this one as well!
May 20, 2010 at 12:59 pm
Tried to sign up a number of times. After I set up user name and password, and hit the next button to accept, the page bombs out.
May 20, 2010 at 11:57 pm
Hi, Pamela. I am sorry to hear that you are having trouble signing up on Inner Circle. When you say “the page bombs out,” do you mean the page hangs or do you get some kind of error message? Will you please try again and reply to this comment if there is still an issue? Thanks for your interest in trying out the prototype!
May 20, 2010 at 6:12 pm
Hey, online bill pay was always the #1 requested feature!
How many more years do we have to wait for that?
June 2, 2010 at 2:33 pm
That would be a great feature!!!!
May 21, 2010 at 6:46 am
I would love to be able to scan receipts into QB online.
May 27, 2010 at 8:59 am
+1 for this suggestion. Since QBO tracks every one of our business purchases, it seems logical that we would be able to attach receipts for IRS record keeping purposes.
May 27, 2010 at 11:25 am
How great would it be to go to a “bill pay” item and click on an icon and see a window pop up with a pdf of the invoice I paid? Or, click on an icon associated with an income item and see a letter I scanned from a donor. It would be great to click on an icon under a customer info page and be able to click on icons to bring up pdf’s of agreements and emails I have exchanged. This is all very possible if there were full integration with google apps.
June 1, 2010 at 9:26 am
What a great idea. I second that motion.
June 8, 2010 at 9:06 pm
YES YES YES!!!
May 21, 2010 at 6:47 am
Would like to see estimates and invoice more detailed. We are a catering restaurant and it would be great to add different templates or to customize the invoice more to avoid having to type and send more detailed menus
May 21, 2010 at 8:13 am
want to try it
May 21, 2010 at 8:14 am
want to try
May 21, 2010 at 8:49 am
Please move improved security/access to the top of the list. There are only three classes of users and you have to give the restricted ones way too much access. For example: Why would someone dealing with customer reports need access to view payroll information??? Less times should be devoted to bells and whistles and more should be devoted to nuts and bolts.
May 27, 2010 at 9:44 am
Brad, I agree completely. I am astounded that my store manager at another location cannot “Make Deposits” without having access to ALL information, including payroll! I am unable to delegate in an effecient way.
May 27, 2010 at 11:32 am
This is a HUGE issue. Our expedition leader cannot create invoices for participants without being given a level of access that allows him to see bank balances and other information he’s not supposed to see. The time it takes him to give me invoice details could be spent just filing out an invoice. I would like to see a large list of “abilities” that would grant access to actions and reports and limit drill down. It would be great if I could grant access to any transaction with a particular class and/or department.
May 21, 2010 at 9:50 am
Would like to be able to run job cost reports for the on line version like on QB Pro.
May 27, 2010 at 11:47 am
Barb,
Quickbooks online is powerful in other ways but it requires the user to think a little differently. Customers can be associated on split items and you can use classes as well. I work for a non-profit and I have to job cost expeditions. I use a class code for each expedition and sub below that code for each participant. I also associate a donor (customer) with each split line. Therefore, I can run a profit and loss that details the profit/loss on each participant and the expedition as a whole. Participants are not the same as customers because often times various donors pay for a single participant. By associating a donor (customer) with each income and expense and a class I can track both contributors and participants. Intuit suggested to me that I use customers and sub-customers as jobs and that would work well because on each split line you can choose that sub-customer (job). You can do the same using classes and sub-classes. I have to use both. Departments however are limited to each transaction as a whole and cannot be changed on a split item. The only way to get around that limitation is to enter bills and create invoices for each job or line item an then use “pay bills” or “receive payments” to cover all of the items.
May 21, 2010 at 10:21 am
We would like to apply finance charges to past due invoices-this should not be too hard to add.
May 26, 2010 at 8:26 am
I completely agree – the desktop version was able to automatically calculate Finance Charges on overdue invoices. Lost that ability when we went online.
June 2, 2010 at 2:19 pm
I agree with this – I believe that QBOE should be able to apply finance charges.
May 21, 2010 at 11:01 am
Would like to see starting and final check number before i print them. I always cancel print job and click “i didn’t print any checks” so it will tell me last check number and then i print them.
June 2, 2010 at 2:20 pm
I have to slide the window to the right to view the beginning check number, but what I do now is save the print checks file as a PDF file, then I’m not worried about something happening to my online connection – I print from that file.
June 4, 2010 at 2:46 am
I agree with this.
May 22, 2010 at 7:27 am
In my opinion you guys want customer feedback, but only to see if there is a way you can add some more revenue. My experiences with nearly every version that has come out (I have bought just about every other one since nearly the day you started) is that you don’t tackle the hard valuable stuff. For example,there is no way to track loan disbursements versus actual versus planned (bank) budget versus adjusted (real) budget across acount numbers. You would need to add the ability to have multiple budgets for a given time period across all accounts. Not too difficult. Maybe some ability for reports to do simple math across these columns (a bit more tough). I can understand the argument that this job falls to a spreadsheet, but in practicality it fails because the data changes faster than I can update spreadsheet models. Why would you want an real time online system that can email you reports with live bank data updated (good work!) and then toss it all away by asking me to go back to the office and deal with a spreadheet. The need is gone before I even get to it. I posted about this years ago and nothing, yet you had a (desktop) version dedicated to Builders. Do builders not take loans to build houses?
You miss the easy valuable stuff as well. For example, how hard could it be to allow a user to only enter bills? I don’t want my bookkeeper knowing how much I make, or even seeing my bank balance.
Yet you are all over payroll, I would guess because you can bill for it.
I have many examples, and only a few that keep me from being able to run my business effectively. I went to the online version which was a big help, but I had to sacrafice some functionality to do so. Seems a shame.
Dear Mr. Executive: You are only playing lip service to listening to your customers, and in doing so you are leaving yourself vulnerable to anyone else who will do so. Please begin a new rutheless campaign to add real value, and stop selling us the fluff. Thanks.
May 23, 2010 at 1:28 pm
Dear Mr. Executive: You are only playing lip service to listening to your customers, and in doing so you are leaving yourself vulnerable to anyone else who will do so. Please begin a new rutheless campaign to add real value, and stop selling us the fluff. Thanks.
May 25, 2010 at 1:43 pm
A bit harsh but I agree ~
May 31, 2010 at 9:24 am
I have to agree here. While have all these excellent features available on QBPro that we all love. Take them away then have the nerve to ask us what we want to make it better. How about you add everything you have on QBPro then ask us.
What ever happened to good ol’ “enter” to save and continue. QBO is not very keyboard user friendly.
May 27, 2010 at 12:00 pm
Ed,
The truth is, we ARE paying for it already. The price for a company with payroll is basically $60 per month. That’s $720 per year, each and every year. That’s a heck of an upgrade price; half way to many enterprise solutions.
The bar is being raised at this moment. Intuit has to get the view that if Quickbooks online doesn’t become the standard full ERP solution, someone else will become that. Intuit has gone scatter brains it seems. iBank for the mac will export to intuit’s turbo tax but Quicken for Mac will not.
I’m checking out myerp.com right now. Customer relationship management integrated with accounting. First two users FREE. Job costing! The only draw back I can see thus far is no payroll. However, it fully integrates with google docs and that is very cool.
May 22, 2010 at 5:40 pm
How about being able to print donor reports (for non-profits) that print on a separate page for each donor! And how about some editing availability – I need to change column names to reflect terminology more appropriate to non-profits?
May 25, 2010 at 12:21 pm
Being able to edit column names would be great. I also work for a non-profit and have to export reports to excel to be able to change the names.
May 27, 2010 at 12:21 pm
Donna,
You hit the nail on the head! I ran into the same problem trying to produce annual statements. All they have to do is create an option on customize reports to create a new page after each “group by” item.
And yes, why do we have to pick from their list. Why can’t I call and estimate a “pledge” and an invoice a “donation”? I can’t use sales receipts because if a donor doesn’t have at least one invoice during the year the sales receipts won’t show up on the statement.
My work around is that this year I am creating invoices for every donation and receiving payment for each (it kind of took the quick our of my books). This way at year end i can produce a statement that will show all activity. I’d love to have an annual statement report that I can customize that just gives the total for income for the year for each donor and a page break for each. How they can advertise that what we use is a “non-profit” version without an annual statement is anybody’s guess. I think Intuit’s idea of a custom application is taking their best shot at changing the terminology of certain standard times like invoices and estimates. Seems that they didn’t even get that right. A customized “label” should be easy enough. Seriously, if you want to call an invoice “Manna from Heaven” you should be able to do that.
June 2, 2010 at 2:21 pm
That’a a great idea!
May 23, 2010 at 7:58 am
What were you thinking QB???? Why would you change the “make deposits” function making it MORE difficult to use than it already was??
For starters, there’s no sorting feature…forcing those with hundreds of transactions/deposits to scroll up and down constantly throughout the process to find the deposit you need…making this task the most time consuming of all.
Now as of yesterday, QB and its genius programmers have decided the process wasn’t time consuming enough, so now they’ve even taken away the ability to modify an existing deposit. Therefore, if you make a mistake and accidental choose the wrong deposit, to bad!
July 8, 2010 at 6:17 am
Hi Roberta
I just started using the find feature in Firefox to help me find transactions in the list, doesn’t give QB a valid reason not to add a sort feature but it helps to find a transaction by name or amount.
As for not being able to edit deposits not sure because I can edit them just fine unless they have been reconciled then you have to go through more steps.
May 23, 2010 at 1:26 pm
I would like to use Paypal invoicing within the QB online version. I agree with Ed. Every time I give you feed back its just another reason for a sales call on the same old stuff.
May 24, 2010 at 7:52 pm
Printing a packing list is time consuming for us. We basically make copies of the invoice/ blocking out pricing. We have to make sure the receiver has an itemized document without price/cost information.
Why can’t I print a packing list on quickbooks? I’m actually surprised that I cannot do this on quickbooks, or is it just me? PACKING LIST!!
June 1, 2010 at 9:40 am
I would like the same. Seems logical that you would need a Packing List when you are using a Purchase Order and Invoicing the customer for same. We either have to use the PO and block out proprietory information (really clumsy and ugly) or go outside Quickbooks to create one.
August 18, 2010 at 8:22 am
Yes, printing a packing slip seems basic for an accounting program.
May 24, 2010 at 10:14 pm
QB online has no custom fields. I want to be able to assign each client a client ID number.
May 25, 2010 at 7:34 pm
Yes! Working in a a non-profit (church) I would LOVE to be able to assign donor numbers that would track all transactions with that donor to use in reporting when I don’t want donor names used
June 2, 2010 at 2:23 pm
YES. This is a big one. And perhaps other information as well. Sales Force dot Com makes it very easy to create custom fields within the applications. This could be done easily within QBOE without compromising the accounting function.
May 26, 2010 at 1:28 pm
We are a manufacturing company and just want you to know that unless you provide for a packing slip as an option like you do on the desktop version the online QB is totally useless.
Are you working on it? If so how soon will it be available?
May 26, 2010 at 4:43 pm
Flash version of the Home page in QB online is super slow comparing to the older HTML version.
We do not see the advantage of having to wait for half a minute every time we log in, or every time we switch back to Home page.
May 27, 2010 at 8:34 am
The new Client Center is really slow, too. And since it doesn’t seem to show the hierarchical structure of sub-clients, it’s pretty worthless. I generally use the “old” Client List.
June 2, 2010 at 2:24 pm
I really like the new look, but I don’t see what the issue was with the old html either – I don’t need my accounting system to run flash.
I also agree with the comment below – I do NOT like the new customer center – it’s slow and non intuitive (No pun intended).
May 27, 2010 at 2:42 am
We are consulting. Our client would like a ‘non-branded’ version. We would like to provide that. Is that in the works?
May 27, 2010 at 4:12 am
Would like to know when the fix for the layout on screens with long customer names. Like receive payments will be corrected. There used to be a scroll bar at the bottem of the screen, now it is gone. That will fix the problem. What gives.
And everyone I talk to says the system is alot slower now, some pages more noticable than others. Example Activity Log – very very slow, the first several times I thought the machine or internet hung up.
I would like to also see the ability to print a customer statement at a sub-customer level while the sub-customer is set to parent. (As we need to apply large payments for multiple sub-customer received by the parent)
Also a custom field box(s) on customer information that can be added to the invoice layout would be nice. Currently we use the custom fields on the invoice but have to enter on every invoice the Project codes and PO#s. Each of our sub-cusstomers have one project code and one PO# assigned to them and then multiple invoices. If I could set them in the customer information then place the field in the invoice automatically would be great.(Maybe link those custom invoice fields to the customer information to autofill like the billing address if data provided in the customer field)
May 27, 2010 at 5:47 am
We don’t like when you create an invoice and you also deposit the payment within the invoice….when you go to that customers account it shows the invoice as zero. and no payment. So, when you print a statement for the client they only see the invoice not the payment. It needs to show BOTH. Also, why can’t QB Online show PAID stamped on the paid invoice like the desktop version. Why do you have to make it so different from the desktop version?
May 27, 2010 at 8:37 am
As well as “PAID” on an invoice, I’d like to be able to add “PAST DUE” to an invoice.
Adding a “PAST DUE” to a Statement would be a good thing, too…
June 2, 2010 at 2:25 pm
I agree re the past due and the paid stamps.
May 27, 2010 at 8:48 am
I would love to scan my hand written invoice and receipts into quickbooks. I know there is a software out there but it will not work with quickbooks online.
May 27, 2010 at 6:27 pm
I would love to be able to have expense reports online and the ability to scan and attach the receipts to the expense reports.
June 1, 2010 at 9:48 am
I don’t know if this is what you need. But, I enter all the receipt items listed on each expense report using Vendor-Enter Bills for each of our salesmen (create each salesman as a vendor). I also use the Client text block and Billable checkblock on this input screen when the expense is to be billed/reimbursable. Those amounts show up under Client-Create Invoice.
Maybe you already knew this.
May 27, 2010 at 9:06 am
Quickbooks Online is a far inferior product than the desktop version. I run a bookkeeping business and I have one client that insisted on using your service and I’ve been nothing but disappointed since day one. I’m trying my hardest to get them off it, but I think I’m now stuck until the IT person realizes that this is stinkey. They also had to purchase me a PC since it was having major problems running on their Mac network. Why don’t you just put the Quickbooks Pro version online instead of trying to make it look “pretty”? You took away the simplicity for those of us who are used to your product and made it harder to use. Somthing as simple as finding a list of scheduled transactions is like finding a needle in a haystack. Get with the program and do something for the money you’re charging us.
June 1, 2010 at 9:57 am
As for ‘finding a list of scheduled transactions’, are you using Company-Recurring Template List. If you set this up carefully (taking care with how you enter the template name and the type) it works very well; starting like entries with the same word EXPENSE, TAX, EMPLOYEE, CLIENT, so they are grouped and then alphabetical under those groupings.
I hope this helps.
June 2, 2010 at 2:26 pm
Yes, we use codes in order to separate our recurring transactions. However it would be great (see above) to be able to have some assigned fields, and have the ability to create fields for sorts et al.
May 27, 2010 at 11:45 am
I’d love bank integration with PayPal. I use the PayPal debit card a lot for small purchases, and have to enter each one by hand.
BTW — this is much easier now that it used to be. Up until about a year ago, each debit card transaction was discounted by 1% (their “cash back” feature). Now, each transaction comes across as the amount spent, with a monthly “deposit” of the cash back.
May 28, 2010 at 7:04 am
I love the Purchase Order module. There are 2 problems:
- When I select a Vendor, it auto-fills all the stuff from the previous PO. This is just wrong, at least for me.
- It always asks me to confirm the email address, which is unlike how everything else that can email (Estimate, Invoice) does.
August 18, 2010 at 8:15 am
I agree with the auto-fills on the Purchase Orders. Very few businesses will order the exact same thing every time on a PO and this just adds to the chance of a mistake.
June 1, 2010 at 6:23 am
Please bring on Sales Order tracking. As a consulting firm we need to report on how much of a customers Purchase Order has been used. While a spreadsheet works, tracking muliply PO manually is not easy. I have had some say use estimates, but we have not found that to work for us.
June 2, 2010 at 2:32 pm
This is the first blog I’ve seen on QBOE so I think that’s great – I think I’ve submitted to many comments. Notes:
1. This is the third company that I have managed with QBOE. The number one thing for me is my accounting data is centralized making easy for my team to access the information.
2. I don’t get into IE bashing or any of that – however if users can benefit from accessing QBOE from different browsers, why not make such support a part of the product? On my desktop, I have access to 6 browsers – I used IE8 until it breaks and usually shift to Opera, but again – why not write for all browsers. Active X functionality can be replicated or even better, replaced ina more secure manner by other available tools.
3. I agree with user permissions.
4. How about a free form query tool for custom generation of reports. Every user I know has pulled hair out trying to get the system to produce a report, but you can’t “Customize” to what you want.
5. I am not critical of others who have this opinion, but I’m not hung up as a user over PCQB. As a CPA, I actually find QBOE somemore intuitive. However, for those power users, I can certainly understand their frustration in attempting to move over to QBOE and losing functionality.
6. How about some basic CRM functions – i.e. the ability to send emails out of QBOE and have those emails tie back to an individual or an account.
7. Take the accept credit cards info off the site. We tried three times to make that happen – never did – finally put it together through out bank. Instead, make your system compatible with other providers.
Enough for today. Thanks for listening!
June 2, 2010 at 2:34 pm
Last comment of the day:
HOW ABOUT ADDING TWO BUTTONS:
1. PREVIEW
I.E. IF YOU PRESS SUBMIT OR ENTER OR OK, THEN THIS WILL HAPPEN AND – this gives you the opportunity to preview your transaction.
2. UNDO
Self explanatory.
June 4, 2010 at 4:46 pm
QB Online needs to give users a bit more controls in the design of invoices and purchase orders. Intuit admits to current limitations in designing the purchase orders, but this should have been completed by now.
1) Separate the design of invoices from purchase orders.
2) Provide windows for users to define the content of company headers, instead of QB simply taking data from the Company Preferences settings.
3) Increase the number of lines and characters for user text appearing below the Activity block.
June 6, 2010 at 1:13 pm
My company has been using QBOE since we started back on 2002 and there is a lot of great things about it. But right now I have to issues that I’d like to have fixed more than re-sortable menus which seems cool but overall not that important of an upgrade.
1. Why doesn’t the invoice get printed as paid when there are split payment methods. I always have to go and run a statement for the customer to show the 0 balance.
2. Why can’t you run a split payment box on the invoice itself… insted of receving one payment and then have to look up the customer again and receive the remainder of the payment.
3. As our company has grown, it’s taking painfull amounts of time to display the client list… we have thousands of them now… I wish there was a way to display only the most recent or try to figure out a way to make it faster to display.
June 7, 2010 at 7:27 pm
Are you ever going to have it where the phone number is automatically entered on the invoice. What a hassle it is to have to go back to customer information just to get the phone number to manually put on the invoice.
June 8, 2010 at 7:52 am
You have great software! However, I wish that you would work on the simple things,one of which I have been asking for for years: Being able to insert lines in the middle of an invoice when you have missed an item. Now, you have to move everthing down instead of inserting the line, and it is a real pain. I would think that would be a fairly simple programming issue and it would be tremendously helpful.
June 11, 2010 at 5:17 pm
How about an option to insert we accept Visa,Mastercard logo on invoices?
August 18, 2010 at 8:21 am
I need a better way to integrate our shopping cart sales into QBOE. If I want to import the sales from our shopping cart provider, I have to purchase a program from an outside vendor. Tried one and the process was so complicated that our CPA finally gave up.