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dmccorry
November 11, 2023
Question

New QB online rollout

  • November 11, 2023
  • 3 replies
  • 0 views

I’ve found the new Quickbooks online rollout to be frustrating. What used to work flawlessly is now glitchy, less intuitive, and more steps are required to perform the same tasks. I haven’t found a single aspect of it to be improved over the previous product. Most alarming for me is not all invoices populate for clients when I search for them. I’ve also found the screen freezes when exiting customers. Invoicing requires more steps and is less stream lined. I can no longer print invoices from my phone and printing them from a computer is far less intuitive than before. Seems like someone forgot if it ain’t broke, don’t fix it. Will Quickbooks make needed improvements to their new rollout? Really frustrating.

    3 replies

    S
    SarahannC
    November 11, 2023

    I see that the new rollout doesn't meet your expectations, especially the increased number of steps required to perform tasks, dmccorry. 
     

    The problems regarding invoices not appearing for clients and the screen freezing issue you discovered are disconcerting. Did you experience this issue using a web browser? If so, I recommend doing the steps below if you haven't tried it yet. 
     

    Let's use a private browser or an incognito window upon logging in to your account to isolate this. This prevents your browser from storing additional cache files. 

     

    • For Chrome, press and hold Ctrl + Shift + N
    • For Firefox, press and hold Ctrl + Shift + P
    • For Safari, press and hold Command + Shift + N

     

    If it works fine, we can optimize the browser's performance by clearing the cache and temporary internet files. Another way is to use compatible browsers with QuickBooks Online.

     

    Regarding the printing invoices from your phone and any other experiences you have encountered with the new QuickBooks Online rollout, I suggest providing direct feedback to our product engineers.  This feedback will help them improve the system and provide a better user experience for you and other users.

     

    1. Go to the Gear icon.
    2. Select Feedback under Profile.
    3. Enter your suggestion. Then, click Next.

       

    To learn more about the updated QuickBooks experience and discover the latest features for estimates and invoices in QuickBooks Online, you can check out the following link: Estimates and invoices in QuickBooks Online.

     

    We aim to provide a more streamlined and user-friendly experience while also maintaining a set of features. If you have other concerns, please let me know by commenting below. I'm here whenever you need more details. 

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    dmccorryAuthor
    November 12, 2023

    The problems occur using the QB app, which worked without problems prior to the new rollout. Yes, not being able to accurately track invoices is incredibly disconcerting. I don’t understand how this product was put to market, the old product worked really well. 

      J
      JuliaMikkaelaQ
      November 12, 2023

      Thanks for taking the time to provide further details regarding your concern, @dmccorry. We are committed to delivering the best possible experience to our valued customers like you. Let me guide you to address this matter and get you back to business with QuickBooks.

       

      Since you're using the QuickBooks mobile app, let's perform some troubleshooting steps to refresh the data on your mobile device. Before proceeding with the steps, ensure you have a stable internet connection. Then, follow the steps below:

       

      For iOS:

      1. Go to Menu ☰ and tap Help & Feedback.
      2. Select Refresh Data. It may take a few minutes.
      3. Click Refresh to confirm.

       

      For Android:

      1. Go to Menu ☰, then tap More Options⋮.
      2. Click Settings, then select Refresh Data.
      3. Hit YES to confirm.

       

      If the issue persists, you can uninstall and reinstall the app and see if you're still experiencing the same thing with the new rollout. 

       

      Additionally, you can visit this article to see the different features available in the mobile app: Compare mobile app features.

       

      Please don't hesitate to reach out if you have other inquiries about the new rollout or other QuickBooks-related matters. Our team is available 24/7 and is committed to assisting you in any way possible. You may leave a reply or visit the Community page for further information. Stay safe and have a great day ahead!

      A
      ajmugs
      January 2, 2024

      One of our main issues with the new invoice is the limit of custom fields to 3. We had just a few more than that which were important for our workflow. The change was also sudden and without warning. Most of the processes we use are now buried in side panels and drop down menus. The button that needed to be pressed to receive a payment was right where you needed it to be. Now it is a wild goose chase to find it. The only thing that is good about it is that it looks a little bit better. Unfortunately, the functionality is far worse, takes more time, and came without warning during one of our busiest times of the year. Total failure in our opinion.

        D
        dmccorryAuthor
        January 2, 2024

        Couldn't agree more!

          B
          British Bob
          May 10, 2024

          This is one of the worst rollouts of a new system I have ever seen (and I am a "beta tester.")

           

          No announcement to tell us it was coming. No help pages or how to video's , Just open and everything has changed.

          Hey Intuit/Quickbooks! A lesson in business for you! The faster the invoice is produced, the sooner it's paid!

           

          I opened the app to find everything had changed for the worse. I am self-employed and I have tied myself to work with a company which (unfortunately) uses this software for invoicing.

           

          I am given a written worksheet telling me who my customers are for the week and each job has a qb invoice number beside it.

          I do the job and then make whatever amendments I need to ensure that the customer is billed correctly.

           

          Now! Guess what? Some idiot had the clever idea of removing the "search bar" I type the invoice number or customer name into.

          We take pictures on the job and now that is more complicated. Do you guys have the first clue what you are doing?

           

          You update software without testing it properly on the various platforms, so often it doesn't work properly.

          I dread seeing quickbooks on my list of Iphone updates.

           

          You update software processes without telling the people who use it how to use it.

           

          And don't get me started on trying to remember 10 new invoice items to find I'm being arbitrarily and randomly "signed out" during an invoice or pestered by a "pop up" survey.

           

          What you need to do is:

           

          Immediately roll the software back so that it can be used again.

           

          If you want this new format, introduce it gradually with video tutorials.

           

          Stop signing users out while they are "working an invoice."

           

          Stop getting in users way with pop up surveys while they are trying to "work" an invoice.

           

          I am guessing that the author of this discussion is suffering one of your poorly tested updates that you didn't bother testing on his equipment model before releasing it "into the wild."

          A
          Archie_B
          May 11, 2024

          I can only imagine your frustration and disappointment with the recent changes, British Bob. 

           

          I assure you that your concerns are being heard, and we are continuously working to enhance the user experience. While updates are essential for innovation, I understand that abrupt changes can be disruptive. We'll also strive to communicate updates effectively and provide resources such as help pages and video tutorials to assist users in adapting to the new system.

           

          Your feedback regarding these specific features is highly valuable, and I will ensure that it is relayed to the appropriate team responsible for evaluating user concerns. We recognize the importance of a seamless and efficient invoicing process, and we apologize for the disruptions caused by unexpected sign-outs or pop-up surveys. Rest assured, we are actively working to optimize these aspects and minimize any interruptions during your workflow.

           

          While an immediate rollback of the software may not be feasible, please be assured that our team is committed to addressing the issues you've raised on time. In the meantime, I would encourage you to officially submit your feedback directly through QuickBooks. This will allow our product developers to know and review all your inputs about the changes.

           

          Here's how:

           

          1. Go to the Gear Settings gear icon.  icon, then Feedback.
          2. Enter your comments or product suggestions.
          3. Then click on Next to submit.

           

          You can also visit our View all help website for more related topics and helpful articles that will certainly help you with any tasks.

           

          Thank you for your patience and understanding. Your feedback is invaluable in helping us enhance our software and provide you with a better user experience. If you have any further questions or need additional assistance, please don't hesitate to reach out.

          T
          TedElec
          May 11, 2024

          Providing feedback literally does nothing! I submitted a ton of feedback on the flaws of the new layouts PRIOR to you making them a requirement and the feedback went unheard! We are now stuck dealing with a very frustrating application. 

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