Bank Feed & Accounting Agent feedback

When using the dropdown of COA in entering a transaction, it would be extremely helpful if the list was in the numberical order or in the same order as on the COA page? Why is it in such an odd order?

Terms-based discounts (1%/Net 30, etc.) – This simply doesn’t exist in QBO. Many of our clients in the HVAC, plumbing, manufacturing, construction industries still have vendors that offer terms-based discounts & the workarounds in QBO are manual & cumbersome. Again, this functionality exists in QBDT & works perfectly fine.

I am unable to inactivate old customers whose projects are completed. When I reached out to QBO I was told I would have to delete those projects to inactivate the customer. This is a non-negotiable workaround as we would no longer be able to look back at reporting for completed projects. For construction companies this lookback is an important part of future planning and possible repeat customers years later. I am dealing with a customer list with several hundred old customers with completed projects. I simply want to remove them from the active list for efficiency. It is difficult to properly apply billable expenses to the proper customer/project when you have 15 customers with the last name "Jones" and only 2 of them are active.

We are constantly having to fix sales tax rates manually and then reconcile 2 times as we cannot put the fix directly in the liability accounts that show up on the sales tax liability report but have to create our own. For instance, the address for this calculation is actually in Douglas County (1%), not Arapahoe County (.25%), is missing RTD tax of 1% and is outside of the city limits so should not have Englewood City tax added. The correct tax for this specific address is 5%. I can override this but it won't show up in the liability report properly so that I can easily pay state, county and city taxes on the various revenue websites. The first screenshot is QBO, the 2nd is from the State of Colorado website Sure, I could create custom rates, but the nature of this business is all over the state of Colorado, rarely in the same place twice, and is also in 4 other states. We would literally have thousands of custom rates by the end of the year.

Currently all notifications go to the admin & accountants - bill pay, payroll, etc. This clutters everyone's inbox. Provide the option to define who gets what. e.g. A/R gets invoice & payment notifications; A/P gets bill related notifications; payroll gets payroll notifications. As I've previously suggested, there are too many notifications, so also provide the option to define exactly which notifications are needed/wanted.

We have zero ability to customize the AR statement form in QBO; it simply piggybacks off some of the AR invoice configuration. Give us the ability to customize the statement layout.

I don't use Bill Approval so I uncheck this one and always have Memo and Attachment columns for the Transaction List grid for Vendors. What is really annoying is that these columns don't stick. I can understand having to do this "once" for each client, but even then, they don't stick and I have to constantly change the columns that I want to see for each client periodically. I never delete cookies, so these preferences should stay, but they don't. Something must be broken here because Bank Feed column settings usually stick.

For more than a month now, my customer payments have been delayed or placed in a reviewed status and then set to batch 4 - 5 days later, only to be released the following week. I have spoken to the risk department, and I must say, something needs to be done about this. They have said that I have no red flags and my account is low risk. For example, I was paid on 11/2/26. The merchant services site says the money has been authorized and batched on 11/2, but QB says it will be batched on 11/6 and released on 11/9. The agent I spoke to on Monday said that the customer's bank was holding the funds. However, I spoke to both a QB agent and Risk specialists (both were very patient & kind), and they were able to clarify a few things, while not being able to resolve the issue. This is unacceptable. The training of most agents is also unacceptable because they do not all investigate the situation thoroughly. Instead, they read a script, which honestly insults our intelligence. Please, I beg you to make it a priority to see why there is a discrepancy between the merchant services site and the QB payouts screen and listing of activity. Additionally, we cannot function as a business being inconvenienced by waiting for our money to hit the bank a week later. The explanation is to protect us from chargebacks, but it appears that you may be sitting on the money to earn interest. There seems to be an issue with algorithms, AI or something. Please fix this. We can't conduct business this way. Otherwise, I will need to look for other third-party payment solutions. I have been using QB for more than 10 years for my business. I expect improvement in efficiency, not inconvenience.

Some things are difficult to do in projects, a couple of ideas is being able to bulk copy and paste from estimates, actuals, even with the columns if a similar factor like markup could be applied. My customers main frustration was that when working with Stack this was not possible, and would make the firms reporting way easier if these couple of tools were enabled.

I need a report that shows me how long it is taking to collect receivables. The difference between the invoice date and the deposit date of the payment.