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nicolatopus
Level 2

pop up alerts

is anyone aware of an app where you can create pop up messages.  In other accounting packages OI've use in the past I could create messages for my users that would alert them within different modules i.e perhaps on a SKU when someone enters it on an order I could create a message that pops up and says: Don't forget to ask the client what size they need or I could make it so that when an invoice is created the user gets a message pop up for a particular client that says:  don't forget to send Canadian invoices to this address but send their US invoices to this other address

 

you get the idea. I've looked but can't find anything. Help?

22 Comments 22
AddieC
QuickBooks Team

pop up alerts

Hi there, 

 

I can see how having tips and reminders in the form of a pop-up would be really helpful for your business. I know how many tasks a small business owner has to handle, and this would take just one more thing off your worry list. 

 

At this time, this feature doesn't exist in QuickBooks. I think it would be a really great idea, and I'd be happy to pass along your feedback about it to our product development team for review. We're always looking for new ways to improve the product and make your life easier. 

 

In the meantime, I would recommend creating transactions under the customer’s profile for you to see the displayed notes.

 

I'm sure other Community members will chime in with their thoughts and ideas about this as well. 

 

Cheers. 

nicolatopus
Level 2

pop up alerts

Thanks yes I am using notes currently but a sales person who's working on the fly isn't going to check those.  Yes if you can pass it along as a suggestion that would be appreciated.

AddieC
QuickBooks Team

pop up alerts

No problem! I've passed it on to the right team. 

Balloonhead
Level 2

pop up alerts

any updates on popup alerts -

 

 

agkcpa
Level 1

pop up alerts

This (pop up alerts) is really needed.  Any update on whether or not Intuit is pursuing this?

Any time-frame?

Art 

JamesM
QuickBooks Team

pop up alerts

Hi there. I appreciate you reaching out. I'd be happy to help from here. There isn't an exact time-frame of when this feature will be available. To stay updated, I recommend sending direct feedback to our engineers from your account. Doing this will allow for our engineers to keep you updated via email. 

 

To leave feedback, click Help in the top menu, then Send Feedback Online. Let me know if you have other questions. 

PoppsHP
Level 1

pop up alerts

Hello,

I have been wanting the same thing with the pop up messages for the longest time. Being a small business, it's hard to always have your sticky notes plastered to your screen for all your customers different wants and needs. It would be very helpful as mentioned when you click on a customer or enter in an item number a message that you create could pop up. In my case, I have to have notes that say "prepaid before shipping out" because the customer may not be good at paying on time. It would be a great thing to add to Quckbooks! 

 

Thank you!

jsteffens
Level 1

pop up alerts

How about an alert when a certain payment is received?

For example: i have a sub that only gets paid when we receive payment from a certain client.

I need to set an alert when that client pays us, so i remember to pay sub.

PatriciaT
QuickBooks Team

pop up alerts

Hi jsteffens,

 

Thanks for joining us here. I can see how convenient it would be to set a pop-up alert when a certain payment is received.

 

As mentioned on this thread, this feature is not available in our product. Feel free to submit your feedback directly to our product development team using the steps shared on this thread. Your comments are crucial in driving innovation to offer the best QuickBooks experience we can.

 

At this moment, the best way to keep track of which invoices have been paid is by using the invoice Status column on the Invoices tab in QuickBooks Online's Sales section. If you have Payments set up, the invoice status will automatically change to Paid once the payment is received.

 

To learn more on QuickBooks Payments, here's a useful article: Sign up for QuickBooks Payments

 

Have a great day!

Watt Solutions - P
Level 1

pop up alerts

We add our vote for in-your-face customer-specific-notes.

iclarke
Level 1

pop up alerts

Agreed. Popup alerts on certain stock items would be incredibly useful and a very flexible addition. There could be an additional 'alert' field against each items that if populated displays popup when it is added to an invoice.

 

Thank you

Ian.

Christophercolumbus
Level 1

pop up alerts

I would also like alerts to pop up, for example service reminders to contact customers that were here 6 months ago, to book them in again

Rebecca R
QuickBooks Team

pop up alerts

I know that having the option to receive alerts from QuickBooks would be super helpful. Please remember that you have the opportunity to have your voice heard by our product development team on this. Simply navigate to the Help button and you'll find the Feedback option. This helps us know which new features are most in demand. Thanks for being part of our QuickBooks family! 

KRPCTII
Level 1

pop up alerts

I have submitted feedback online through our QB program. I am actually quite surprised this feature hasn't been developed yet as I'm sure the demand is high and pop-up notifications would greatly increase the value of this program. I encourage everyone to submit feedback through your QB program as well (Help>Send Feedback Online) and get your voices heard! 

LauraAB
QuickBooks Team

pop up alerts

Thanks for taking the time to submit feedback and encourage others to do the same, KRPCTII! This is a great way to share your thoughts and ideas about the enhancements that could be made to QuickBooks Desktop, and many of today's features exist because of feedback from our users. We love hearing everyone's ideas, so keep the feedback coming about this and any other features you'd like.

 

Take care!

McLeod
Level 2

pop up alerts

I Second the option of pop up alerts.  very help full when doing orders for customers with special pricing or quotes.

Marie_FMI
Level 2

pop up alerts

PLEASE, PLEASE, PLEASE ADD THIS POP UP FEATURE!!!!!!!!

Candoo
Level 1

pop up alerts

I would like the pop ups too .. but not holding my breath as I have seen many problems reported that years later are still a problem.

 

In the mean time I noticed that if there is one note (or if multiple the pinned one) shows up in the top right of the window. not as noticable as a popup but 1/2 way there

 

Luckyme502
Level 2

pop up alerts

I've suggested this using the Help-Feedback.  I'm not holding my breath as users have been requesting this feature for YEARS.  We'll see. 

Marie_FMI
Level 2

pop up alerts

As suggested by a Quickbooks team member to send suggestions through the Help>Feedback feature on Quickbooks, I actually posted the link to this discussion with hopes that by seeing this convo it would show that there are many people who could utilize this feature. Hopefully something comes out of it🤞🏻

McLeod
Level 2

pop up alerts

I agree.  Pop up notes would be helpful.  Using the customer notes, you can only pin one at a time, therefore just having to make one big continuous note to be able to view on the side panel when entering invoices.  I use this mainly for special customer pricing.

Happydance
Level 1

pop up alerts

Yes - Pop-up alerts both customers and vendor would be great.    This should be on the top of their (engineer's) list of things to do. :)

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