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cher941265
December 18, 2023
Question

The old layout for invoices there was a field Customer Email and Send Later. The new layout doesn't have either. Is there a way to put these options on the new layout?

  • December 18, 2023
  • 1 reply
  • 0 views
On 12/11/23 my version of QuickBooks Online was one way and when I signed back in 12/14/23 EVERYTHING was changed. What happened?

    1 reply

    A
    AileneA
    December 18, 2023

    Hello, cher941265.

     

    Transitioning to a new platform can be daunting, especially when you have already become accustomed to the previous layout. It can be challenging to navigate the new interface and locate the features and tools that were once easily accessible. Additionally, adapting to any changes in the workflow and processes can add to the complexity and frustration of the transition. However, overcoming these challenges and becoming proficient with the new platform is possible with patience and persistence.

     

    The changes to the invoice templates could be driven by factors such as user feedback, industry trends, or the need to improve the software's overall functionality. For instance, QuickBooks may change the invoice templates to make them more customizable and easier to use or add new features that could enhance the user experience. 

     

    While some users may find it frustrating that the invoice templates keep changing, it's essential to understand that these changes are often made to improve the software's functionality and user experience. QuickBooks Online is committed to providing its users with the best possible tools to manage their financials, including regular updates and improvements to the software.
     

    Furthermore, I recommend sending Feedback to our product developer team to provide the best possible experience for all our customers. They are dedicated to ensuring that our product is of the highest quality and that our customers have a seamless experience. Your feedback is important to us, and we would happily pass it on to our team.

     

    Check out this article about the latest updates to invoices and estimates in QuickBooks Online. Some cool new features could be helpful, especially if you're using QuickBooks to manage your business finances: See What's New with Estimates and Invoices in QuickBooks Online.

     

    Additionally, you can personalize and add specific info to your invoice and other form styles in QBO. To know more about it, you can check out the detailed steps in this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.


    Feel free to comment below for further assistance regarding QuickBooks Online layouts. I'm always here to help you out. Have a wonderful day!

    P
    PBJ10
    December 19, 2023

    "The changes to the invoice templates could be driven by factors such as user feedback, industry trends, or the need to improve the software's overall functionality. For instance, QuickBooks may change the invoice templates to make them more customizable and easier to use or add new features that could enhance the user experience."

     

    The Quickbooks Team would be better off not replying at all if these are the answers they're telling you to give.

    For almost a year QBO has been getting feedback saying how much customers hate the new changes. The evidence is all over this forum. The fact that they moved forward with forcing these changes on us during one of the busiest times of the year is unacceptable. The new invoice layout has REMOVED vital features we need as explained by @cher941265 , and added nothing useful.

     

    These types of responses only reinforce our resolve to migrate to a different program in the new year.

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