Transactions

Within the transaction report screen for table view, add an option to suppress existing 'heading lines' and 'summary lines" so that this view can be be more readily used within exported Excel worksheets. Current build 2026.3.0.28654 generates a ...

Be able to search for previous entries by description. Example - if you have purchased a vacuum and have that entered in the description and you go to see when it was purchased - once you start entering vac - it will show up. Also if you want to l...

It would save time if there was a hot key to move cursor into account window after creating a new row in a transaction. Currently you have to use mouse to move into account window after new row is created. I have called support and been told a hot...

Please add basic calculator functionality (add, subtract, multiply or divide) within the Quantity, Unit Price and Amount fields. Quickbooks Online allows this -- basic calculations and then you press tab for equals. It saves so much time and reduc...

I have several invoices that make up one capital asset (bin purchase plus concrete/setup) but I can't see a way to combine them in one capital asset for my listing

Sometimes when entering a transaction, such as payable charge etc. another transaction may need to be referenced or edited etc. Being able to minimize the data entry window and come back to it after making changes or referencing the information wo...

When making a deposit for a customer, they had an incorrect version of the invoice and paid additional that was unneeded. In the deposit you can create a Credit note, but the credit note can only then be used when making another deposit from that ...

can you please have a setting where I can choose "use the current date" or" use the date I previously used” today I went to do a paycheck. And I chose that the pay period ending was today's date. August 5. But for some reason they put the check da...

We have to back out of the report and go into purchases to pay a vendor, then close purchases, go back to generat the aged AP report and do it again - I do this everal times a session - a "pay now" button would be great - quick ling to the withdra...

The 'New Transaction Search' tab is very useful, however it lacks one thing that would be very helpful. That is to be able to search transactions over multiple fiscal years. Is this update coming? Do other people see the need for this as well?