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AgExpert Accounting Ideas
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Ability to export tax data to "Turbotax"

As per customers request, add the ability to export tax data (gst/pst/income tax) to TurboTax software.
4 months ago in Accounting - Web / Integrations 0

Ability to quick print new invoices

Presently you have to press download invoice, then open the pdf and then print the invoice, and I had a few customers request the ability to hit the 3 dots and quickly print an invoice directly.
4 months ago in Transactions 0

double invoice alert

No description provided
8 months ago in Reports 0

Customer Statements - ability to email

Great that we can now email invoices to customers. It would be convenient if we could do the same for customer statements.
10 months ago in Reports 0

Duplicate invoice#/reference Warning

When entering an invoice#/reference either through purchases or sales window the system would generate a warning if that invoice#/reference already exists.
about 1 year ago in Transactions 3

CAN WE HAVE A PRIVACY BUTTON? OPTION GHOST OUT $$ WHEN WORKING ON PAYROLL OR EVEN THE DASHBOARD SCREEN - SO WHEN SOMEONE WALKS INTO OFFICE TO TALK, SENSITIVE INFORMATION IS INVISIBLE.

QBO HAS LOCK ICON SO WHEN WORKING ON PAYROLL - ADDING EMPLOYEES, RUNNING REPORTS ETC, THE $ IS NOT VISIBLE. I USED IT ALOT SINCE I HAVE ALOT OF TRAFFIC IN MY OFFICE. WHEN I STEP AWAY FROM MY DESK I DON'T HAVE TO THINK ABOUT IT....
2 months ago in Payroll 0

Filter Option in the Capital Asset Report

Would it be possible to add a filter option to sort by Class right in the software?
4 months ago in Reports 0

Show Aging Receivable Date Ranges on Statement

Would be nice to add an aging receivable row of date ranges, ie. 0-30 days, 31-60 days, 61-90 days, 91+ days when generating a customer statement. I understand there is a report similar to this called "Aging Receivable", however it would be more "...
8 months ago in Reports 0

Customer Invoices - Print & Post Transaction

Would be beneficial so you would not have to close the receivable window and return to the receivables page to print the invoice you just posted.
almost 2 years ago in Reports 0

Total debit and Credit columns in the GL

It would be nice if when you pulled the GL, the debit and credit columns totaled for each account at the bottom, instead of just having the balance. I work for an accounting firm and this would save so much time as often there are a lot of balance...
about 1 year ago in Reports 0