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ben163
Level 1

How do I go back to old format for quotes

It’s sending an invoice as well

1 Comment 1
ArielI
QuickBooks Team

How do I go back to old format for quotes

Thank you so much for bringing this matter to our attention, @ben163. I understand that you're looking to revert to the previous layout for your Quotes and Invoices, and I’m happy to guide you through the process.

 

Currently, QuickBooks Online offers an updated layout for Quotes and Invoices that includes new formatting and features. At some point, you may have clicked the Update layout button, which switches your forms to the new design. This update affects not only the appearance of your Quotes but also your Invoices, as both use a similar layout system.

 

Since you prefer the old layout, you can follow these steps to switch:

 

  1. Open the Quote or Invoice you want to edit.
  2. Click on Old layout to switch back.
  3. Hit the Switch to old layout to confirm.
  4. QuickBooks will prompt you to select the reasons for switching; check the appropriate boxes.
  5. You can also provide additional feedback in the field below.
  6. Finally, click Share feedback to submit.

 

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If you meant something different, please feel free to provide us with more details so that we can offer the most accurate support. Additionally, you can send us a screenshot of what you’re experiencing. This will help us better understand the situation and assist you more effectively.

 

We truly appreciate you taking the time to reach out and share your concerns with us.  If the steps outlined above don’t fully address your needs or if you have additional questions or details to share, please don’t hesitate to get back in touch. We'll be right here to help you anytime. Take care!