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S
swearuin
October 29, 2023
Question

Can I get the old invoice view back?

  • October 29, 2023
  • 3 replies
  • 0 views
The new view doesn't have all the previous fields

3 replies

C
ChristieAnn 11
October 29, 2023

Thank you for visiting the QuickBooks Community, swearuin. Yes, you can get back to the old invoice view or interface back in QuickBooks Online. I've got steps to help you achieve the process.

 

I recommend going to the Invoice page and you're able to click the Old layout option from there. Before doing so, please know that you may not be able to opt back into the new interface once you switch to the old one. 

 

Here's how to switch to the old view:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Go to the +New icon, then click on Invoice.
  3. Click the Old layout in the top right corner. 
  4. Choose the Switch layout button.
  5. Select a specific reason that made you switch layouts.
  6. Click Leave and submit.

 

Lastly, refer to this article if you need steps on how to record partial invoice payments in QBO: Record invoice payments in QuickBooks Online.

 

Please don't hesitate to post a reply on how this process goes and if you have any other concerns. I'll be here for you. All the best to you and your business, swearuin.

J
jlong2
October 29, 2023

What if “old layout” button is not appearing?

    A
    AileneA
    October 29, 2023

    Hi there, jlong2. 

     

    Transitioning to a new platform can be a daunting task, especially when you have already become accustomed to the previous layout. It can be challenging to navigate the new interface and locate the features and tools that were once easily accessible. Additionally, adapting to any changes in the workflow and processes can add to the complexity and frustration of the transition. However, with some patience and persistence, it is possible to overcome these challenges and become proficient with the new platform.
     

    However, if you are using QBO Simple Start, reverting to the old layout form is not possible. I suggest sending Feedback to our product developer team. Our team is dedicated to providing quality customer service and ensuring that your experience with our product is as seamless as possible. 

     

    Here's how:

     

    1. Open the Invoice, then Edit.
    2. On the right corner, click the Feedback.

     

     

     

    But if you're using QBO Essential, Plus, and Advanced, you have the option to switch back to the old layout. However, if you're unable to revert to the old Invoice in QuickBooks, your browser may have accumulated excessive historical data. This happens because when you access a website, it stores data from the web page in its cache and cookies. Although these files facilitate faster loading of frequently visited websites, they can sometimes interfere with QuickBooks. To address this problem, clear out the cache and cookies to ensure you can access QuickBooks with a fresh start.  

     

    Once you've cleared the cache and cookies, reaccess QuickBooks. If the issue persists, switch to another supported browser. It's important to note that switching to another browser is a temporary solution, and clearing the cache and cookies should be done regularly to ensure a smooth browsing experience. By doing this, you can prevent excessive data accumulation that may cause issues with QuickBooks or other websites.
     

     

     


    Check out this article about the latest updates to invoices and estimates in QuickBooks Online. Some cool new features could be helpful, especially if you're using QuickBooks to manage your business finances: See What's New with Estimates and Invoices in QuickBooks Online.

     

    Additionally, here are some articles that may be helpful if you want to add more personalization to your sales transactions. These articles cover various topics, such as beautification of your form to improve business communications with your customers.
     

     

    Feel free to leave a comment below if you need any further assistance regarding layouts in QuickBooks Online. I'm always here to help you out. Have a wonderful day!

    K
    kuffner
    May 2, 2024

    The new layout is very unfriendly and there doesn't seem to be any way to get the old view back.

     

      A
      AnneMariee
      May 2, 2024

      I understand that some adjustments may be required for these changes, kuffner. Let me provide you with some information about the new estimate and invoice layout to help you in the transition.

       

      QuickBooks Online has recently made updates to improve the estimate and invoice experience, aiming to make it more user-friendly and enhance its back-end technology. As of April 24, Simple Start and Essential plan users have been migrated to the new interface with no option to switch back to the old layout. Starting on May 6, Plus and Advanced users will be migrated to the new experience with no option to opt out.

       

      For more information on the new estimate and invoice layout, please check out these articles:

       

      Should you have any further inquiries about invoicing in the new experience, please feel comfortable returning to this post, kuffner. I'm always here to guide you through the process of adapting to the updated design. Take care!

      H
      How to unapprove exported time
      May 10, 2024

      This new layout is HORRIBLE and not user friendly. PLEASE let us choose to use or not instead of being forced to use a layout that makes no sense.

       

        F
        fedupwithq-b-o
        June 3, 2024

        I am also an angry user when it comes to this. Spare me your stupid company speak. I want to enter informatuon into an invoice with the old form. Just switch it back for God's sake! There is absolutely no reason that your customers should be burdened because you are changing things on the back end. And if this is to make things "simpler" for people, you have failed utterly by making a screen that was once a single thing, have a side pop up window with at least a dozen options. I am interested in NONE of those options, so just make it simpler like it was before!!!

         

        If you can't tell, all your update has done is piss me off every time I have to make an invoice. As soon as I am done in this session, I am going to see if QBO has any good alternatives.

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