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April 28, 2024
Question

How can i use the old invoice setup?

  • April 28, 2024
  • 1 reply
  • 0 views
Previously we could go back to the old invoice setup.  Can we still use the old invoice setup?

1 reply

JenoP
April 28, 2024

Good day, and welcome to the Community, metmom. I see that you're looking to switch back to the old invoice design in QBO. 

 

Some QuickBooks Online accounts, specifically Simple Start and Essentials plans, have undergone a permanent migration to the new invoice layout. This means that users that are subscribed to these plans will no longer have the option to revert to the old format.

 

If you're using either one of these plans, this is the reason why you can no longer go back to the old format. 

 

I'd also like to share that the new layout offers several benefits that you can appreciate over time. 

 

This includes getting alerts when a customer has accepted and paid a transaction, previewing what your customers see, and offering more payment options like PayPal and Venmo. 

 

Please see these articles for additional details about this update: 

 

 

Lastly, allow me to add these resources for additional guidance and information when using the invoicing feature in QBO:

 

 

Don't hesitate to always come back to us if you need more help when creating sales transactions and doing business in QBO. We're also here to make your transition to the new invoice layout as smooth as possible.