Question

Am I the only one dealing with terrible changes to quickbooks app interface? specifically with invoices? everything looks different and difficult to navigate.

Forum|Forum|2 years ago
May 10, 2024
18 replies
0 views

My Business information is inaccurate. I had to update everything. I can't find previous invoices from clients. its just not working right. I've spent over 3 hours on the phone with intuit and no one resolves it. its been a waste of my time. I need this resolved asap.is anyone else dealing with this?

QuickBooks Online

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JanbonN

Dealing with the new invoice interface can be challenging at first, Juan. Your feelings are valid in this situation. Allow me to share details about your concerns.

QuickBooks has updated the invoicing experience to include more features. Users have been migrated to this new interface to improve business productivity. Starting May 6, 2024, users won't be able to switch back to the old layout.

Since you are facing challenges with the new invoice layout, please share your valuable feedback with our product development team. Doing so will help us improve our interface and provide a better user experience for you.

To send your request:

Go to the Gear icon.
Select Feedback.
Enter your comments or product suggestions.
Tap Next to submit.

As for the business information's inaccuracy, you can check the audit log to see if someone made any changes in your company.

Also, you can search for your invoices by going to the Sales menu. Please follow the steps below.

Go to Sales.
Choose Invoices.
Edit the Status and Date to see invoices at a later date.

Additionally, you can refer to this article about personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Let us know if you have other concerns regarding the new look of invoices. We'll be here to share details and help in any way we can.

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al-hanson

Still trying to add a shipping charge block outside the body of the invoice.
this new version is very difficult and quite cumbersome to use.

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FateCandylaneT

I am aware of the difficulty you are in, al-hanson. Having this efficiency in the new layout invoices would be much more convenient when managing customer sales transactions in your file.

With the program's new rollout updates, reverting to the old or classic sales form interface is unavailable. Please know that this valuable feedback is valid as we aim to improve your overall experience so you can keep going in managing your business.

For now, you can always submit your suggestions directly to our product developers. This way, they'll consider your idea and will work on its progress to include them in future product updates. To do this:

Go to the Gear icon and select Feedback.
Enter your product suggestions or feedback.
Then, click Next to submit.

Additionally, I'm including this reference to guide you in tracking customer-paid invoices: Record invoice payments in QuickBooks Online.

You're always welcome to reply to this post if there's anything else you need further assistance with when managing sales transactions in your account. I'll be around anytime to provide additional help. Stay safe.

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jjsampaio2007

Nope!!! I hate the changes as well.!!!

BigRedConsulting

No, you're not. Most everyone hates the new invoices. We've been telling Intuit that since they came out months ago, and basically nothing has changed, and now they're making them the only option.

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al-hanson

I agree I dislike the layout. It’s more cumbersome. At least add a shipping charge block at the bottom of an invoice. Have yet to find a way to add the shipping charge without enclosing it into the body of the invoice which would be inaccurate because then sales tax would be added including shipping charges.

Shipping charges should be added outside. The body of the invoice.

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TedElec

Not only is it a pain, but is not working!!!

Price rules can no longer be used and the categories that products are assigned to no longer show up in the drop down list for easier selection.

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chriswbird

I'm still trying to determine what functionality they say they added. QB...show me five improved real functions and I'll stop my rant. QB removed the Accepted Date, Accepted By, Territory, Internal Note, Order Number fields entirely from mobile. It's many more clicks and not intuitive to add shipping, adjust tax or provide a discount. There are no other available fields to add that information to, so reports we built and rely on for sales reports, accountability, incentive tracking is lost without having to track it after the fact. If you are a one man(person) company walking dogs, QBO might work, but we 10 people across three markets on the road, fully mobile, and QB doesn't work for us anymore. Looking at work arounds. I'm requesting the CEO from Intuit (that made $27MM last year) to come spend two days with my team, and show me a workaround. Customer service couldn't.

BigRedConsulting

@chriswbird RE: QB...show me five improved real functions and I'll stop my rant.

Rest assured, there aren't any. But it's more streamlined now. And we at intuit are always working to create solutions that work for everybody.

I am here to explain to you that by removing all those features that cluttered up the interface and made it so hard to use, it is more streamlined. With the new and better invoices a lot of old, pesky features are unavailable. We even buried a lot of functionality that we didn't remove that people use all the time - to make it more streamlined. Because that's important. So now that used to take a click now takes five. Rest assured, this is much better, we are sure! You will soon learn to love the new super streamlined invoices.

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PMcKee

You are not the only one. I hate QuickBooks, and now after attempting to work today and finding that Intuit has yet AGAIN installed a new UI, I am actively looking to replace it,. The UI is not the problem, adding features that people have been needing for decades is WAY more important, yet all they seem to care about is making things unnecessarily difficult and completely different. Not to mention the UI changes are completely counter-intuitive and add MORE steps to get the simplest of things done. I cannot express how much I HATE what they have done and continue to do. My advice - avoid Intuit products at all costs. There are much better options out there, and even if they have a higher monthly cost, at least you will have stability and support for those products, unlike the offerings from this sham of a company.

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PBJ10

A lot of options out there actually have a lower monthly cost and are more customizable.

One of the worst parts about this new invoice layout is that it is sooo slow. Every save, every click, every load takes four to five seconds to update the page where the old layout took only a second. And then, almost every change you make takes you back to the Quickbooks dashboard. Why?? We're not done working on the invoice, we just wanted to make a change but we're not finished looking at it.

Thankfully my teams were already convinced to migrate away from Quickbooks.

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cher941265

What did you change to?

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Thuey

No you are not a only one.

quickbooks new change is horrible horrible

I hate it.

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DThigpen

If it were easy I would leave Quickbooks completely!! I hate this product!!

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DThigpen

I hate this product! Mobile app no longer works for my needs. Im forced to use desktop, inconvenient and It’s frustrating!! I will be researching other products to make a switch. Its time!!

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Nancy144

I agree, I am truly annoyed that this step is changing. I found the invoicing to be perfect before. Why the change? What problem was being solved? The email is not being populated within the invoice and we are now having to re-work our invoicing procedures. I loved Quickbooks but if this change is not reversed, I am going to start the process of looking for a new software.

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cher941265

Did you look for / find other software?

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Nancy144

Although I do not like the new layout of the invoices, everything else in QBO is working well so I am still using QBO. I am not sure why they changed the invoice layout. Hopefully they are reading the conversations.

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