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March 15, 2024
Question

Suggestions to Quickbooks for making inputting of expenses MUCH easier and efficient

  • March 15, 2024
  • 1 reply
  • 0 views

Good afternoon Quickbooks

 

After using quickbooks online for a few years now, I would like to make some suggestions about how QB could make inputting of expenses and bills much more time efficient for users - particularly those with large numbers of line items. These comments would also be true for using the Invoicing form too.

 

1. Column Fill Down - For example when I have a large number of chargeable line items to input from an expense or Bill, I have to click in and search the drop down list for both the Category/Product/Service and for the Customer/Project. I then have to individually select the correct choice for each and every line item. If I have a large number of similar line items and/or are chargeable to the same customer then this is VERY tedious. A fill down feature where, for example, you could fill in the first row and then drag down to fill the cells below with the same information would be really helpful and intuitive.

 

2. Copy and paste into QB from a table - It would be so much more efficient if it was possible to copy and paste into a QB expense or bill from a table in say excel or other program. Currently the only choice is to either manually type in each QB cell or copy and paste individually into each cell. This is very time consuming and tedious when you have large number of line items to input. The ability to copy at least a column from excel into a QB expense or bill column would save hours of work per year. By its very nature manually inputting values or copying in data cell by cell leads to human mistakes and errors which could be avoided if a simple bulk copy and paste was available.

 

3. Please could the enter/return key be used to drop down a row in a column which would make data input more familiar and intuitive.

 

Thanks!

1 reply

March 15, 2024

Hi there, ReasonAgri. 

 

I acknowledge the relevance of efficiently inputting of expenses and bills in QuickBooks Online (QBO). We understand your need for functionality and would love to hear your thoughts. 

 

I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience and the features of the program. 

 

Here's how:

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

You can also track feature requests through the Customer Feedback for QuickBooks Online website.

 

I've added this article to get more tips and complete details about the difference between bills, checks, and expenses: Learn the difference between bills, checks, and expenses in QuickBooks Online. 

 

I want to make sure everything is taken care of for you, so let me know if you have any other issues or concerns. I'm more than willing to assist. Have a good one!