Is anyone happy with this new terrible update to the invoices and estimates format? It's like I'm starting all over from scratch. What a headache and disappointment.

Hello there, emerald.

I can see how the new invoice and estimate interface affects your impression when recording your transactions. Let me provide insights on how it works in QuickBooks and ensure you can use the format that you need.

Our product engineers have changed the invoice and estimate interface or format to better suit our customers' needs and to make it more user-friendly. Please know that Plus and Advanced users can still return to the old layout. If you're using the said versions, I recommend switching back by clicking the Old Layout button. This allows you to view the interface that you prefer.

Here's how:

1. Click the +New button and select Invoice.
2. On the top-right corner, click the Old layout button.
3. Tap the Switch layout button.
4. Enter or select the necessary details, and then the click Leave and submit button.

However, Simple Start and Essentials users have been migrated to the new invoice experience with no option to opt out since October 18, 2023. This means the ability to return to the old experience is no longer available.

I suggest sending feedback to our product development team. They'll review your comments about this matter and might consider adding it to future updates.

Here's how:

1. Click the Gear icon at the top.
2. Choose Feedback.
3. Enter your comments or product suggestions. Then, select Next to submit feedback.

In case you need details on how the Sales page gives you a great at-a-glance view of the status of all your sales entries like open and paid invoices, you can read this article: View sales transactions in QuickBooks Online.

You can always get back to this thread if you have any other clarifications or questions about managing your sales entries in QBO. I'm always around to help, emerald. Take care.

it sucks!!! im trying to create an invoice but am unable! The menu selection on the left of my screen is blank. 

I totally agree , it is a nightmare . The time im spending sitting here playing and learning these new layouts i could be out in the field meeting with customers . I feel like its getting worse and worse as time goes on and from what i hear a lot of local small business dropping quickbooks . I believe im one of the few who still uses it however , I'm not too far behind. 

I totally agree , it is a nightmare . The time im spending sitting here playing and learning these new layouts i could be out in the field meeting with customers . I feel like its getting worse and worse as time goes on and from what i hear a lot of local small business dropping quickbooks . I believe im one of the few who still uses it however , I'm not too far behind. 

NO!!!!!! It's BACK!!!!

It was fine, then they forced it on us, and we complained and for almost a year it was back to normal.  Now it's back to the "NEW" way which SUCKS.

Come on Intuit, QB, etc... stop messing with it!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

It’s complete crap like where’s my refund this a joke the estimates and invoices look like a third grader made them.

Almost one week into forced update and both Productivity and Sales are down. 

Lost features on the estimate and invoice screens

Stop reinviting the wheel!!!!

If you want to play with colors and shapes of things then fine but leave the functionality alone. You are affecting my money, which affects my family. 

I have spent more time on the phone and in chats trying to figure out how to do what I was already doing instead of selling new customers  

Things we can no longer do easily after this terrible horrible, awful update:

Search for an invoice by the name of the client in the invoice list

Search for an invoice by invoice number in the invoice list

Search for an invoice by dollar amount in the invoice list

I CAN BE LOOKING AT THE INVOICE ON THE SCREEN AND SEARCH FOR THE NUMBER THAT I AM ACTUALLY LOOKING AT AND IT WILL NOT PULL IT UP. (and yes, I have made sure that the filter is set on “all”)

We now have to go to the customer list, search for the customer, and then look at all of the invoices they’ve ever had and find the one we want.

How is that an improvement?

we cannot attach photos flawlessly anymore. About every third one gives an error.  I will sometimes have to try five or six times just to get one photo to attach.  It takes probably triple the amount of time to create an invoice now that it did prior to this update!

We can no longer add photos or notes or anything to an invoice once it has been paid.

Part of our job routine is to attach drop off photos when we deliver a product. We can no longer do that.

once an invoice has been paid, we can no longer even view the notes or open the attachments to look at photos if there’s a warranty issue or any other need.  We have to email it to ourselves and open it as a link to view any of the info we had added to the info.

We used to be able to search all invoices for any line item/product/service that was on an invoice.  That function has completely gone away. There is no ability For product and services. 

example: if I want to look at every job that used product “ABC”, we used to be able to put “ABC” in the search bar and it would pull up every invoice with that part included on it.

The list goes on and on. I’ve spent countless hours online trying to find solutions to these issues, but I’m out.

I’m switching to a company, who hopefully cares a little bit more about what their users need.

No, the new changes make things so much more difficult and time consuming. What used to take just a few clicks now takes at least 5x more click throughs, more time, more headache. Did anybody at QBO test this on actual users and take into account their actual feedback? Why would you make something that was in a single menu and split it into several menus and screens and click throughs? You do realize that means more time clicking, and the fact that the settings don't stick so you have to change them every time now means even more time spent doing the simple things (well, what used to be simple). In accounting, you would think QBO developers would understand that time is money, no?

I have to use my own template instead of QBO because we need differing legal language included on different types of invoices, so it's like being punished for needing to customize the layout by making me select the same things on every invoice because I'm not using the QBO modern layout (for example, we sell marketing - not a physical product - so we will NEVER need a ship to address on the invoice yet QBO forces it on every invoice anyways and I have to go back and take it off, sometimes multiple times, I saw this is a common complaint on the forums yet QBO has not fixed it and probably never will). Seriously?

Now when I accept or record a payment on an invoice, after completing it instead of taking me back to the account I was working on (like it used to), it takes me all the way back out to the home screen and I have to navigate back in to the account I was working on. Another waste of time.

It is AWFUL! There is not one single recent update that has made this product better. It is becoming a functional nightmare, so many added steps to everything and you have to dig to find data that use to be simple. I definitely don't think they consult end users when they do these things. I am keeping an eye out for another product to switch to if anyone comes across anything, please share.