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April 30, 2024
Question

Anyone else having issues with new estimate layout & projects? Moving accepted estimates into projects? Or is it just me having issues with new "product limitations"?

  • April 30, 2024
  • 1 reply
  • 0 views
We are a general contractor. We create estimates before we create a project. Occasionally a client goes with another contractor for the project. So it doesn't make sense to create a project before our client accepts our estimate. Sometimes we create two to three versions of a project allowing them to determine which level of finish they would like. For example - good, better, best kitchen cabinets. Once they have accepted an estimate, then we create a project. Then move the accepted estimate into the project by selecting the newly created project located under the customer. (Not using sub customers.) Then convert the estimate to an invoice and send out the invoice using progress billing. The newly created invoice then shows up under the project,  under the client as well as the estimate. With the new layout, there is no way to bring the estimate or the invoice into the project. Which totally defeats paying the additional cost to have the Project feature. Having that information in the project gives a quick view of how profitable each project is as it proceeds. We chose to pay an additional cost to have this feature so we wouldn't have to manually do the calculations in a spreadsheet. Love the new layout and the ability to see when a client has viewed an estimate. Which IMO should have been available all along since it is visible with invoices.

Has anyone figured out a work around for this issue?

The new catch phrase is "product limitations" and give feedback so they will add it back in or maybe they will go back to the old layout. We just received the opportunity to use the new layout last week and only have until May 6th to continue using the old layout.

1 reply

May 1, 2024

Hello there, @pwyatt266.

 

I recognize the importance of the old layout for estimates and invoices in QuickBooks Online (QBO), as it can benefit your business while moving them into projects. Let me provide some updates about this.

 

Yes, you're right. Starting May 6, 2024, all Plus and Advanced users for QBO are phasing out the old layout and switching to the new interface in favor of a sleek new design. This change will be permanent, and users will not have the option to switch back to the previous experience. 

 

Our goal is to make your QuickBooks experience smoother, and we're dedicated to ensuring a seamless transition to the new layout. Thus, I recommend sending this suggestion to our Product Development Team. They might consider adding this idea in future product enhancements.

 

Here's how you can do it:

 

  1. Click the Gear icon and choose Feedback.
  2. Enter your feedback Suggestion.
  3. Press Next.

 

The workaround as of the moment is to utilize the switch to the Old layout option until it's phased out.

 

In addition, these handy resources can give you more information on what's new with those transactions: 

 

 

In case you want to modify your sales forms, you can follow the process in this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm more than willing to listen if you have any other concerns with your sales transactions in QBO. I'll ensure your needs are taken care of.