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accounting-cdioh
May 8, 2024
Question

How to get back to old layout for invoice

  • May 8, 2024
  • 2 replies
  • 0 views
Option to select "old layout" not on screen.  I don't like the new layout. I have to scroll to see everything, I cannot create a recurring invoice (it gives me a blank invoice instead of bringing over the info like to old layout did).  I am not able to change the contact information for one template - it changes ALL templates.

    2 replies

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    Sherrie_F
    May 8, 2024

    I can see the significance of having the old invoice layout in your QuickBooks Online (QBO) account, @accounting-cdioh. 

     

    If you're currently using the Essential or Simple Start plan, the option to switch back to the old layout is unavailable as we've already implemented this new experience. However, if you're subscribed to the Plus or Advanced plan, you can switch back to the old layout by following these steps:

     

    1. On the left navigational panel, look for the +New button.
    2. Then, select Invoice.
    3. Click Old Layout at the top right of the form.

     

    Therefore, if you have any product suggestions to make your experience better, you can submit feedback to our Product Development team.

     

    Here's how:

     

    1. On the upper right corner, look for the Gear icon.
    2. Then, select Feedback.
    3. Enter your comments or product suggestions. Then, click Next to submit your feedback.

     

    For more detailed info about the new estimate and invoice layout, check out this resource: See what’s new with estimates and invoices in QuickBooks Online. 

     

    Furthermore, I'm adding this article for you to be able to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

     

    Please know that you're always welcome to reach out for further inquiries about managing your invoices. I'd be glad to assist you 24/7. Stay safe.

    L
    Lizzzz
    May 8, 2024

    This method doesn't work. I've spent literally all morning trying to revert to the old layout. This new one has soooo many errors. It doesn't allow filtering by specific dates, and it doesn't allow unliking transactions and saving them for other invoices. PLEASE, I NEED TO GO BACK TO THE OLD LAYOUT!!!!!!

      G
      GebelAlainaM
      May 8, 2024

      I understand how you feel and I appreciate the effort that you've made so far, @Lizzzz. Allow me to share some updates about and clarify things about switching preferences in QuickBooks Online (QBO).

       

      QuickBooks has updated the invoicing encounter to include more features and moved clients to this modern interface to improve business efficiency. Clients with QBO Simple Start and Essentials don't have the choice to switch back to the old format. For Plus and Advanced users, we've also migrated to the new invoice layout without having the option to switch back starting May 6th, 2024.

       

      At this time, updates in QuickBooks are irreversible. I want to ensure your feedback and opinions will be heard and put into action. I suggest sending them to our product developers to help improve your experience. Please know that your opinion with us is highly appreciated.

       

      Here's how:

       

      1. Go to the Gear icon.
      2. Choose Feedback.
      3. Enter your comments or product suggestions.
      4. Then, click Next to submit feedback.

       

      You can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.

       

      Feel free to visit this handy article for future reference in recording customer payments and customizing sales forms in QuickBooks:

       

       

      Tag me in the comment section if you have clarification about managing your sales and expense forms in QuickBooks. I'm always here to help you.

      R
      Robert318
      May 14, 2024

      Take a look at this "customer service" chat reply when I asked about reverting to the old layout. 

       

      5/14/2024 7:52 AM I highly appreciate your patiently waiting to resolve the issue, your patience and effort effects on how to look for the resolution on theissue.

      The changes are for the upgrade of the QuickBooks, it basically changes because of the feedback of the customer that we received.Majority is recommending changing the layout and interface of the QuickBooks invoices, estimate, bank transactions and etc.

      I do understand that it might have a lot of changes in printing the invoices for you and I hope it you will materialize it easily.

      Your feelings are valid. As a business owner, you are familiar with changes all the time. Things change and we have to adopt. In ourfavor or not. We make the best out of it. As a user of QuickBooks myself, I can see some good changes. Just like you, I had tostruggle. Eventually, I got the hang of it, and I really appreciates the changes. I'm sure you will as well.

        M
        mikemike236
        May 14, 2024

        Wow. "Here at Intuit we know better than you so suck it up and get used to our new (worse) layout, we don't care about customer input at all and remember you paid us money for this :^)"

        Unreal.

        A
        accounting-cdiohAuthor
        May 15, 2024

        Yup, I called customer service and it was pointed out that the option to return to the old format is no longer available.  Intuit needs to incorporate the old format with the new so that it is more intuitive.  The new format -  scrolling shouldn't have to be standard just to see the first couple of rows, you should be able to make a recurring invoice without having to re-type the whole thing, print view shouldn't take ages to load.  Get it together Intuit - listen to your customers.

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