Question

How do I go back to the old invoice layout?

Forum|Forum|2 years ago
October 27, 2023
4 replies
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Original commenter did not share additional details

QuickBooks Online

I've got you covered on how to go back to the old invoice layout in QuickBooks Online (QBO).

To switch back to the old invoice experience, we can revert your invoice to the old layout by following the steps below:

On the left navigational bar, click the +New button.
Choose Invoice.
On the top-right corner, click the Old layout button.
Tap the Switch layout button.
Enter or select the necessary details, and then the click Leave and submit button.

See the screenshot below for your reference:

Once done, we can also get back to your old invoice template. Here's how:

Go to the Gear icon on the top menu.
Select Custom form styles.
Find your template.
Click the dropdown ▼ in the Action column.
Tap Make default. You'll see (default) displayed by the default template name.

You can check out this article for more details: Customize invoices, estimates, and sales receipts in QuickBooks Online. In addition, here are some articles to help you manage invoice payments, and ensure your data stays accurate inside the program:

You're more than welcome to drop by if you have questions about managing your invoices. Do you need to run some reports or would you like to take care of taxes in QuickBooks? Let me know and I'll lend a hand again.

E

ejwaltonac

My invoice page does not have the "old layout" option. I need the old layout so I can mail my customers invoices that look like what In have been sending them for years.

K

Kevin_C

We understand the convenience of having the option to go back to the old invoice layout, ejwaltonac. One of the updates made in the program is the invoice format. Since you prefer the old layout, please allow me to share the steps to submit a feature request to switch back.

We value your thoughts about the new invoice layout in QuickBooks Online. However, please know that we're unable to go back to the old format if you don't see an option at the moment, specifically if you have the Simple Start subscription. For more detailed information, please visit these links:

While this feature is unavailable, I encourage you to submit feedback requests to our product developers. Rest assured that they will review and consider it for future updates depending on the number of users' requests. Here's how:

Go to the Gear icon at the top.
Select Feedback.
Enter your comments or product suggestions.
Then select Next to submit feedback.

Additionally, we've got these articles to help you review the recorded sales transactions and how to personalize your sales forms inside the program:

Please let me know by commenting below if you have further questions about your invoices in QBO. We're always here to assist you, @ejwaltonac.

C

CC-23

I don't understand by QB does this, stop changing things. I swear the engineers are changing things around for job security! You are making work miserable, stop changing things! Go back to how it was before the Sept 2023 update. WE HATE THE NEW QUICKBOOKS. - from everybody.

J

jeff-forcev

Absolutely ridiculous with this change. It's nothing for the better, just more confusing.

A

ahjvnck

Hi,

I changed the layout to the new one, but I don't like it.

I thought I could change it back, but couldn't find the 'old layout' button on my quickbooks online.

And I don't have 'custom form styles' in the gear button.

Help.

L

LeizylM

I understand the importance of going back to the old invoice layout in QuickBooks Online (QBO), ahjvnck. I'm here to share insights about this.

At this time, our product experts are currently in the process of enhancing the new invoice layout to continue rolling out the new invoice experience to some customers and getting feedback in QuickBooks. Thus, this rollout update will gradually change into your QuickBooks Online (QBO) account.

If you're using QBO Essential and Simple Start, the option to go back to the old invoicing experience is unavailable. However, if you're using QBO Plus and Advanced, you can opt-in until you migrate.

If the custom form style option is missing from the Gear icon, we can perform some troubleshooting steps to fix this. There are times when the browser is full of frequently accessed page resources, which causes some errors or unusual responses.

Let's start accessing your account using a different or private browser. You can use either of these shortcut keys:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P
Safari: Command + Shift + N

Once logged in, try to run payroll again. If it works, I recommend clearing your browser's cache. Doing so will remove the historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser.

I've added this article for more details about the new updates in invoices layout in QBO, you can click on this link: See what's new with estimates and invoices in QBO.

Don't hesitate to reply anytime if you still have questions or clarifications about the new invoice layout. I'm more than happy to assist you. Take care, and have a great day ahead!

S

surf119

It's just really frustrating that it doesn't show the invoice it creates and it doesn't offer the same options, like having shipping as a separate listing. Unless it was already in an invoice I'm viewing, I do not have that option. I'm not sure why this is something your designers think is good for customers. It's frustrating and causes me to spend more time doing something that used to be simple. But then that's the same thing that happened with printing checks. Why on earth does it take so many screens and then preview just to print a check? I think maybe your designers are looking for ways to make it seem like they're "giving customers more value" when in fact they're just contributing to their stress and frustration.

K

KarlW_30

It looks like we were switched to the new invoice layout this week. So far, I much prefer the old layout. The new layout is not updating our recurring invoices that have been in use for years. And there have been a few instances where the invoices refuse to save because of either the sales tax not "calculating" or "another user is working on the same invoice". Most of our customers aren't even charged with a sales tax and is reflected in the product/service used for their invoices so there should be no need for a sales tax calculation. Furthermore, I am currently the only person in our company that works on invoices (from putting in the totals and adjusting discount percentages to emailing them to customers) so there should be no reason for me to be receiving an "another user is working on the same invoice" message. As it currently stands, I cannot return to the old format. All in all, this is already turning into a frustrating experience.

J

JoanaC

There are times when QuickBooks online is poorly configured, @KarlW_30. It could be that your browser is full of cache and cookies.

In the meantime, I suggest using a private window that doesn't store files. Browsers use cache and cookies to load web pages faster.

To open an incognito window, you can refer to these keyboard shortcuts:

Google Chrome: Press Crtl+Shift+P
Microsoft Edge & Mozilla Firefox: Crtl+Shift+N
Safari: Press Command+Shift+N

If you still have the same result, I suggest utilizing another supported browser. It can help us identify if the issue is specific to your current browser.

When you can edit your invoices after using incognito, consider returning to your regular browser and clearing its cache and cookies.

If this issue persists, I suggest contacting our support, as they have the appropriate tools to pull up your account and further help fix your invoice and automatic tax calculations.

Follow these steps:

Go to Help.
Select Search, then click Contact Us.

Start a chat with a support expert.
Get a callback from the next available expert.

Moreover, I'd be sharing these articles to help you manage your invoices:

I'll be here if you still have questions about your invoices. Have a great day.

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