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May 7, 2024
Question

How do you go back to old Estimate and Invoice templates.

  • May 7, 2024
  • 5 replies
  • 0 views
New Estimates and Invoice templates stink.  How do I revert back.

5 replies

May 7, 2024

I understand how you feel, John. Let me provide you with the details about the old invoicing layout.

 

As of May 6th, 2024, reverting to the old invoicing layout in QuickBooks Online(QBO) is no longer an option. This step is crucial to guarantee that the product meets various business requirements and boosts customer efficiency with the new invoicing experience.

 

In addition, you can learn more about this new release of estimate and invoice layout in QuickBooks Online(QBO) through this resource: See what’s new with estimates and invoices in QBO.

 

I want to share this article about the newest product innovations and valuable business insights from QuickBooks: QuickBooks Blog

 

You may want to check out this article with detailed information on managing customer payments in QBO: Record invoice payments.

 

Please let us know if you have more questions about managing your invoices. We're one post away. Have a great day! 

BigRedConsulting
May 7, 2024

@AdonL  RE: This step is crucial to guarantee that the product meets various business requirements and boosts customer efficiency.

 

That doesn't seem to be the actual case at all, since Intuit removed various features that used to meet business requirements and, based on the many complaints here, the new invoices are less efficient to use.

 

Do you actually believe the claims you copy/paste as answers?

May 10, 2024

Wanted to comment and say we couldn't agree more. The new layout is terrible. slow and very sluggish. The Invoice # does not appear until you close and re-open it. It is very backwards vs the classic streamlined invoice template.

 

"If it ain't broke, don't fix it"

May 14, 2024

This new invoicing layout is absolutely horrible. You can't even change between company templates. It is so time consuming. I went to send an invoice and here I am over an hour later and still didn't send it out.  

PLEASE bring back the old layout.  If it were up to me I would get rid of Quick Books today because of this.

May 15, 2024

it's this simple: the money grubbing assholes at Intuit forced the change so that they could push their bill payment services. QBO gets worse and worse every single day. ZERO communication with real users nor frankly do they seem to care. It's a "my way or the highway" approach. Can't wait till there' even a SEMI decent competitor. Everyone will bail out on this horrible software.

 

Yes If I try to use my old template for invoicing (custom) it magically inserted "PMT TYPE  CHECK" onto the PDF form. it's nowhere in the template, but it shows up in what I want to print (and what my long-term customers expect to see).

May 21, 2024

I couldn't agree more! I've spent too much time trying to figure out how to go back to the old template, just to find out that I can't! I hate the new style, it is slowing down progress!