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bvstone
October 11, 2023
Question

"New" Invoices and using Old Templates - Unable to remove fields/data

  • October 11, 2023
  • 2 replies
  • 0 views

Ok, "New" invoices are here.  They are terrible, and here's another problem.

 

If we choose to use an old template for printing/saving to PDF (because, you know, our customers are familiar with our invoices, and the new "modern" template which you can't edit or arrange is ugly and stinks) then there may be other fields that show up on the invoice if we copied it from an old one. 

 

Things like Tracking Number, Ship Date, etc... If they were on an old invoice that you copied, they are on the new invoice as well and there is no way to remove them from the resulting invoice.  Only if we use the "modern" template do they go away, but then so does everything else, like static messages we put on each invoice.

 

Yes, I have left LOTS of feedback for each of these issues.  So please don't copy and paste the standard reply.  Maybe if I clear my cache and use incognito mode it would be fixed.  😉

    2 replies

    BigRedConsulting
    BigRedConsulting
    October 11, 2023

    @bvstone   RE: Maybe if I clear my cache and use incognito mode it would be fixed. 

     

    I think the only real fix for QuickBooks Online is to use QuickBooks Desktop, which is actually somewhat useful and is real accounting software.

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      bvstoneAuthor
      October 11, 2023

      @BigRedConsulting 

       

      Agreed, but since they won't let us have the data to easily switch back, I think we're screwed.

       

      I will say there are a couple nice things in QBO that I don't mind.  Filing tax forms for state and federal, sales tax calcs and filing... but that's about it.  This last invoice update added at least 5 steps to me generating an invoice now.

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        SheandL
        October 11, 2023

        I wish I could make your experience better, @bvstone.

         

        I'm saddened to hear that you've been having trouble with the latest invoice layout. The newest update of QuickBooks Online will highlight moving customers from using the old invoice experience to the new invoice experience.

         

        Currently, QuickBooks is transitioning customers to a new invoice layout format across their web and mobile platforms. While this new layout offers improvements, some features in the previous format may no longer be accessible. This includes the shipping-related fields, such as Ship via, Ship Date, and Tracking no. field. 

         

        Since you still have the option to switch back from the old invoice format, you can still use it. However, there will be a possibility that you cannot switch back to the new invoice experience again. 

         

        To improve your experience using QuickBooks Online, you can give feedback to our Product Engineer so they will know what to do or adjust in the following updates of QBO. To do so, here's how:

         

        1. Click on the Gear icon. 
        2. In the Profile section, select Feedback.
        3. Write your comments and product suggestions.
        4. Click Next to submit.

         

        If you want to personalize and customize your own and your customer's invoices, estimates, and sales receipt in QuickBooks Online, you can read and check this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

         

        If you still have an issue regarding the layout of invoices, feel free to leave a comment below. The Community is always here to help you.

        BigRedConsulting
        BigRedConsulting
        October 11, 2023

        @SheandL  RE: While this new layout offers improvements, some features in the previous format may no longer be accessible.

         

        Some features? That appears to be a huge understatement.

         

        What are the improvements? I haven't seen a list, nor can I tell what they are by using the new format.

         

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