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Level 2

Feature Request - Financial Statement Shortcut for Customers

Please add Financial Statement shortcuts in the Customer View.

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2 Comments
Highlighted
Moderator

Feature Request - Financial Statement Shortcut for Customers

Hi there, @Ruben.


I can see the convenience of having the option to have the Balance Sheet and Profit and Loss availabe in the Customers Transactions window. 

 

While this feature is currently unavailable, I'll do my part and personally submit this request to our developers, so they can assess the suggestion and put it under consideration.

 

I'd encourage you to visit our QuickBooks Online Blog site to be updated with our latest news and product enhancements.

 

You can also see these links attached about customizing reports and managing sales transactions in QBO:


Customize reports in QuickBooks Online
View sales transactions

 

If there's anything else that I can assist you with, let me know. I'm always available to help. Take care!

Highlighted
Level 2

Feature Request - Financial Statement Shortcut for Customers

Thank you very much! Please do so. I believe it would only take simple programming tweaks to be able to put those shortcuts. :)

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