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phoneman421
August 16, 2022
Question

Is it possible to go back to the previous version view on QB ?

  • August 16, 2022
  • 1 reply
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    1 reply

    K
    Kevin_C
    August 16, 2022

    Hello, @phoneman421.

     

    It's nice to see you here in the Community forum. I can definitely share the steps you need to change your view in your QuickBooks Online (QBO) account.

     

    Your default view is based on what you told us when you first set up QuickBooks. Rest assured, your accounts or data won't be affected when switching between them at any time.

     

    If you're referring to these views, here's how you can switch between those two:

     

    1. Click the Gear icon.
    2. Select Switch to Business view or Switch to Accountant view at the lower-right corner.

     

    However, if you're not referring to these options, can you please provide us with additional information or screenshots of what you mean by the previous version views?

     

    If you need more time navigating QuickBooks, I suggest you take a test drive. This is for you to dive in and experiment with features and options you might not feel comfortable trying in your own QuickBooks Online account.

     

    Additionally, feel free to save these resources that will help you with personalizing your QBO account to whatever you need to change:

     

     

    Keep me updated on how these steps turn out and let me know if you have any other concerns by dropping a comment below. Have a great day!

    P
    phoneman421Author
    August 16, 2022

    I'm aware of the Business view and Account View but that is not what Im talking about.

     

    I used to could click INVOICES and then of the choices would be OPEN. I understand that it can be done in this new way but there are several things I liked about QB before the format was recently changed.

     

    It is difficult to remeber all the details but I would like to go back to the other version.

     

    Is that posible or not??

     

    Lee

      K
      Kurt_M
      August 16, 2022

      Thanks for getting back here in the thread, @phoneman421. I've got your back, and I'll be happy to help you get this sorted out so you can use QuickBooks Online (QBO) and have the old layout display on your screen.

       

      Before we proceed, may I ask if you would like to create an invoice using the old layout display? If so, know that we can modify it by clicking the Old layout button in the upper-right corner of your invoice. I'll gladly input the steps below so you can proceed with the process. To begin, here's how:

       

      1. Access your QuickBooks Online company.
      2. On the left navigational bar, click the +New button.
      3. Under the Customers column, select Invoice.
      4. In the upper-right corner of your invoice, click the Old layout button.
      5. Once you're ready, click the Leave button below.

       

      Know that you won't be able to use the new layout if you make these changes. You'll have to create a new account to use the new features. For visual reference, see the screenshot below so you can switch back and use the old layout for your invoices.

       

       

       

      Additionally, here's an article to help manage invoices payments in QBO: Record invoice payments in QuickBooks Online.

       

      You can also check this page to learn more about customizing report to see specific data in QBO: Customize reports in QuickBooks Online.

       

      Should you need further assistance managing your invoices in QBO? Or do you have any additional QuickBooks-related concerns? Know that you can always get back to me anytime. It'll be my pleasure to help you out again. Take care, and have a nice day, @phoneman421.

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