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October 10, 2023
Question

new invoice / estimate system

  • October 10, 2023
  • 1 reply
  • 0 views

Does anyone else find the new interface for Invoices and estimates less user friendly than the old one? Is there a way to revert to the old system? for example, progress invoicing used to let you select how much of the invoice you wanted to charge for in 1 step. Now it seems you have to manually input each line item you'd like to apply. Also, you can no longer duplicate estimates as far as I can tell. if we can't revert does anyone have any tips, or maybe I'm just missing something. 

1 reply

October 10, 2023

Hello there, @willow 98.

 

We understand the importance of having the option to revert your invoice to the old layout. Upon checking here on our system, we have an ongoing investigation about invoices switching to the new experience. Our Engineers are aware of it and are working on a possible fix. We'd recommend contacting our Customer Care Team so they can get your details and add you to the list of affected users. This way, once an update is available, you'll receive a notification about it and proceed to troubleshoot your concern.

 

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See this page for more details: QuickBooks Online Support.

 

Moreover, we've added these articles to help you manage invoice payments, personalize your sales forms, and ensure all data entered inside your company is accurate:

 

 

@willow 98 , we're only a click away if you need help managing invoices inside QuickBooks. Please don't hesitate to visit the Community anytime so we can respond and provide assistance to your queries. Stay safe!