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Matteo_S
January 11, 2024
Question

new layout issues and reverting

  • January 11, 2024
  • 1 reply
  • 0 views

We keep having issues with the new layout.

 

Some of the issues:

- the feature to copy estimate to PO is MISSING (who removes a feature with an upgrade?)

- Now we see the "display name" of a company being treated as a first and last name, which we did not input. When we create invoices, the company name now simply shows twice, is there any way to fix this? we cannot manually edit hundreds of customers

- the invoices page is not showing, if I click on 'overdue invoices'  from the overview it redirects me to 'https://app.qbo.intuit.com/app/invoices', and there I get the message that "the page is missing", to check invoices I have to go straight to the invoice through the customer's page.

 

Needless to say, we need to revert ot the old one, but given the instability of the whole thing I'm really worried to do so and break something else.

 

could you kindly provide us with a detailed list of everything that will be affected by a revert to the old layout so we can make sure everything works?

If, by returning to the old layout, something does break (e.g. the strucuture of product categories) is there a way to revert the change?

 

thanks and please, do not push beta products on the market like this.
We are an international group and assumed that an established company like QBs would make for an easy accounting solution in the US, so far the experience has been like using a product from a start-up.

 

This is my feedback, don't  reccomend me once again to "send feedback to developers", I have, it's very frustrating to talk to support and always feel like you're talking to a bot.

 

thank you and sorry if this posts sounds unpolite, I understand it's not  "your" (person who will read this) fault, but I am very frustated by the whole thing.

    1 reply

    M
    MadelynC
    January 11, 2024

    I understand your frustration and can see the impact of these issues on your day-to-day operations, @Matteo_S. I'm here to help and make your experience better.

     

    The option to copy an estimate onto a purchase order (PO) is unavailable in the new QuickBooks estimate layout. All feature changes are made and implemented by our product developers.

     

    The display name is automatically created once you enter your client's first, middle, and last names. This information appears on invoices as the customer's name.

     

    You mentioned that the company name appears twice on the form. Could you please specify where it's duplicated?

     

    I’ve checked here on my end and verified that overdue invoices in the Overview is working properly. You can perform some troubleshooting steps to rectify the issues.

     

    Start by accessing your QuickBooks account in an incognito or private window to determine if it’s related to browser issues. Check out the shortcut keys below for quick navigation:

     

    • Google Chrome: Ctrl + Shift + N
    • Safari 11 or newer: ⌘ + Shift + N
    • Mozilla Firefox: Ctrl + Shift + P
    • Microsoft Edge: Ctrl + Shift + P


    Once logged in, check your overdue invoices from the Overview tab and the company name. If it works and doesn't appear twice, get back to your regular browser and clear its cache. Doing this helps the program to run smoothly. You can also use other supported browsers as an alternative.


    Reverting to the old layout won’t impact your data, such as product categories. It only affects the following:

     

    • Layout and appearance of the user interface
    • Accessibility of certain features and functions
    • Customizations and settings specific to the new layout


    Please note that once you've reverted to an old experience, switching back to the new version may no longer be an option. Therefore, if you decide to proceed and encounter any issues, it's best to reach out to our support team for assistance. They can provide additional solutions to any new circumstances that arise.


    You can read these resources to get more insights about the new layout:

     


    If there's anything specific you'd like assistance with, just let me know. I'm here to help in any way I can, @Matteo_S.

    M
    Matteo_SAuthor
    January 11, 2024

    hello,

     

    We only save customers as companies, and we imported all of them using a CSV.

     

    What's showing on the invoices is something of the sort:

     

    Company_name Inc.
    Company_name Inc.
    10535 SOME RD
    HOUSTON,, TX 77041 USA

     

    I believe it's because the form is assuming that the company name we uploaded and the customer name are different things, which, in our case, they aren't.
    Is there a way to modify the form so it shows only the company name or only the display name?

    Again, we don't save any individual person's first or last name, only company names.

     

     

    I confirm the Invoices page missing was a temporary bug, something you expect from a beta product.

     

    Thanks for the information on the revert, we'll consider whether there's any good reason to stay in the new layout and decide what to do.

    Tori B
    Tori B
    January 11, 2024

    Thanks for checking back with us, @Matteo_S.

     

    I wanted to confirm a couple of things. Upon importing your customers, are you saying that in the customer's name field their business name is showing as the first and last name, as well as the company and display name? 

     

    If this is the case, I played around in my test company and noticed if you remove the first and last name, it will not show twice on the form. You can reference my screenshots below.

     

    With the business name in both fields: 

     

     

    Removing the business name from the First and Last name fields: 

     

     

    Unfortunately, there isn't a way to edit the form to exclude one of the names. I understand how beneficial this would be for you and your company. With that said, I wanted to let you know I've gone ahead and submitted this suggestion to our Development Team. 

     

    If there is anything else I can assist you with, please don't hesitate to let me know. Take care! 

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