In order to improve the current Reports feature in Quickbooks Online we would like to solicit feedback from current users. If you're a current user and have 5 minutes to give us feedback, please fill out this short survey.
survey.intuit.com/survey/survey_start.cfm
Thanks,
Did not get a chance to do the survey, however, I would like to throw in my 2 cents. I have used the "Job Profitability Reports" section on QB desktop and I will be danged, I cannot find this on the Online version. Sure wish it was there in the reports section; or if it is, sure wish it was easy to find!
Hello rspies,
Thank you for your feedback, I will pass it on to the developers. If you have your jobs entered as sub-customers in QuickBooks Online, the Income by Customer summary report may be somewhat similar to what you are describing.
Thank you very much,
MariaQBO
I am also past the input time for the survey...
However I have a suggestion....
On the A/R reports using quickbooks online, I would like to have the option to filter out seeing any <=0 balances ( ie credits)
Thanks!
I missed the window, but I would iike to fee the following back:
1) In the profit/loss and balance sheet reports, I would like to collapse and expand selectively. Some items I want to see all the subaccount items, but others would be better presented without it. Right now, it's all or nothing.
2) I would like to be able to export all of the individual phone number fields seperately on the member contact report or the member phone report. Right now, some of the phone numbers are lumped together which makes it very hard to design the look of the report
Hello,
I don't think this option is included in the survey, but my business is old enough to have a manual invoicing process that takes little time -- switching to QB invoicing makes no sense.
Trouble is, I can't track customer data (even if I've identified the customers) if I don't invoice via QB. That's a huge hole. I should be able to associate a deposit with a customer for long-term tracking for customer-by-customer revenue.
Thanks much,
Tim
Hi tbeyers,
You can associate a deposit with a customer using the Received From column on the Deposits screen when you go to Banking --> Deposits. In this way, you can track income by customer. Not all reports will be applicable, because you won't be using A/R, but you can still certainly associate deposits/partial deposits with a customer and run reports to get revenue from that customer.
Let me know if you need more information.
Thanks very much,
Maria QBO
Since the survey is closed. I have a bit of feedback.
While trying to run a P & L for certain customers; I would like to be able to select payroll expenses and it show on the report. As it is now, I select this expense- it does not show on report- so I have to run a time tracking report and figure the payroll by hand. To put into another report.
It would be so much easier and benifical to have this option in the customize section for reports. Then, I could set up a memorized report and not have to run two reports, hand figure, and create a new report.
This is just one of the "bugs" with QB Online for me.
Thanks so much,
Deanna
I agree with deeshep. Having to run 2 reports and then combine them is time consuming!
I'd like to be able to see two reports at the same time. For tax planning I look at the Balance sheet and P&L together.
We need the ability to make accounts on the Chart of Accounts inactive. Since QBOL will not allow certain accounts to be deleted, the ability to make them inactive will clean up the COA.
I would also really like two or more reports at once to easily compare statements.
We need reports to have "ship to" address. As of now, we can only get billing address.
I see I'm too late for the survey. I'd like to see the developers add "client register" to the client center transactions tab. It's a pain to have to hit client list, scroll down and find the co. and then click register when I'm already in client center to start! Real hassle!
I'd like to be able to see two reports at the same time. For tax planning I look at the Balance sheet and P&L together.
[img]http://www.progtours.info/luoy...
[img]http://www.progtours.info/luoy...
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[img]http://www.progtours.info/luoy...
I also missed the window, but.....
it would be nice if when printing out the check detail report and deposit detail report
that it would have a grand total balance instead of having to export to excel and add formual's etc.
Thanx
When using the "Copy this report to other users" feature, you get the nice, two-column, Users and Selected table with the chance to Add> or <Remove users from a report. I am able to Add> users to a report, but when I return to edit that report, there are no names in the Selected column to remove or to see who has access to this report.
If a report wasn't created correctly, how do I remove that report from everyone? Do they have to delete it themselves?
Also, I think I "Shared some Reports" with all users and now need to delete them, but the users still see them.
