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ChrisHorizon
October 29, 2022
Question

New interface

  • October 29, 2022
  • 1 reply
  • 0 views

I have a problem with the new interface design with Quickbooks Online. Actually I have A LOT of problems but I will start with just one. You have made it harder to acess the estimates. Not only is this two clicks away where previously it was one, when I land on the page they are yet again another page away because you show it as a list of Customers! Is ther any way I can view these as a list as it previously was?

 

More generally I have to ask if you have conducted any kind of UI testing? The last two updates have just been appalling, making everything harder to get to, more clicks away and less direct. What is your aim here? You are making this so slow and unnecessarily clicky where previously it was very intuitive and direct. This is just worse.

 

Give me a reason not to port to Xero. I am fed up with the changes.

1 reply

MariaSoledadG
MariaSoledadG
October 29, 2022

I can see how you want QuickBooks to work the way you want it to, ChrisHorizon.

 

We strive to provide you with the best experience. Before implementing any updates, we always conduct a few UI tests to accomplish adequate user interface verification. Accessing your estimates before and now may require you a few clicks to land on your actual form. To give you more details on how you'll have to do this, refer to this article for your guide: Create And Send Estimates In QuickBooks Online.

 

At the same time, you can let our product team know how this is important for your business by visiting our Customer Feedback page and sending feedback. This way, they'll be able to double-check again by conducting a series of tests and come up with the most effective way and output. You can click on the Give feedback option to send your request. I've included this screenshot to simplify things:

 

 

Once you've converted the estimate to an invoice, you can turn on online payments for the invoices you email to customers. To know more o how customers pay for invoices by credit card or ACH bank transactions, read this article for more details: Take And Process Payments In QuickBooks Online.

 

Please touch base with us if there's any help that you need with estimates. The Community is always here to get you covered all the time.

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