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R
rdl-
October 10, 2023
Question

I have QB Simple Start. My invoices used to contain a ship via and tracking No field. They no longer do since the recent "upgrade". Has anyone else had this issue?

  • October 10, 2023
  • 1 reply
  • 0 views
Do I need to upgrade to QB Essentials to now get these fields?  Also my invoices used to have an option to print packing slips whic is no longer there.  When I try to print it from Batch Actions, the print packing slip field is greyed out.  Can anyone help?

    1 reply

    S
    SheandL
    October 10, 2023

    Thank you for visiting QuickBooks Online Community, @rdl-. 

     

    I understand your challenges with losing important fields and features after the recent QuickBooks update. Those fields are no longer available across all QuickBooks products. I recommend switching back to the old invoice layout if you still have the option. Otherwise, I encourage you to send feedback or suggestions to our Product Engineers. 

     

    Here's how: 

     

    1. Click on the Gear icon.
    2. Under Profile, select Feedback.
    3. Write your comment or product suggestion. 
    4. Click Next to submit.

     

    As for the packing slip printing, a few others have reported similar issues. This is currently under investigation (INV-93263). Rest assured that our engineers are working to resolve it as soon as possible.

     

    For now, I recommend reaching out to our Customer Care support team so that they can add you to the affected customer list. This way, you can receive an email update once the issue has been resolved.

     

    Let me guide you on how:

     

    1. In the upper right corner, click on the Help icon.
    2. Select Search, then click Contact Us.
    3. Write your issue or concern and click Continue.
    4. Choose a way to connect with them.

     

    If you want to customize the appearance and layout of your sales form, you can read and check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    If you have other questions regarding invoices, don't hesitate to add a comment below if you need more help. We'd be happy to assist you.

    R
    rdl-Author
    October 10, 2023

    I’ve already been added to

    the affected list and I’ve already sent feedback.  I thought one of the perks of upgrading is to be able to customize fields which would mean creating and adding our own fields to invoices or estimates?  But you are saying regardless of what version of QB I have, I would not be able to do this?  

    DHeraV
    DHeraV
    October 10, 2023

    I appreciate you taking the time to perform the recommended steps provided by my colleague above, @rdl-. I'm here to clarify things for you.

     

    The new experience is indeed for customizing your sales forms more easily in QuickBooks Online (QBO). However, there are specific fields from the Classic Mode that are no longer available and can't be added to the new experience.

     

    Below is the list of classic invoice features that are currently unavailable:
     

    • Ship via, Shipping date, and Tracking no. fields
    • Adding a new invoice Term
    • Send Later option
    • Print Later option
    • Reference links displaying matched online transactions
    • Subtotals
    • Account summary
    • Price Rules

     

    For detailed information, kindly visit: See what’s new with estimates and invoices in QuickBooks Online.
     

    Additionally, you might find it helpful to refer to this article, which explains how to make templates for recurring transactions in QuickBooks Online (QBO): Create recurring transactions in QuickBooks Online.
     

    Whenever you require assistance in managing your sales forms in QuickBooks, I'm just a comment away. Rest assured, I'll respond promptly and offer the help you need.

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