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See what’s new with quotes and invoices in QuickBooks Online

by Intuit Updated 1 month ago

We’re releasing a new quote and invoice layout for QuickBooks Online that can help you land jobs, keep work moving, and get paid faster. You’ll automatically be able to use the new layout once the update occurs, with no additional steps required. All of your past invoices and quotes will be available after the release.

Features currently unavailable in the new experience

The following classic invoice features are currently unavailable in the new experience:

  • Adding a new invoice Term
  • Add previous attachments
  • Statements (Show ageing table at the bottom of a statement.)

What you can do with the new quotes and invoices

Customise quotes and invoices on the spot

Customise and adjust your forms right on the quotes or invoice you are about to send. There's no need to manage templates - all the options are on each form. QuickBooks remembers your choices and applies them to your next quote or invoice.

Track and manage invoices in one place

To see all your invoices in one place, go to Sales, then Invoices (Take me there). Track their progress, send reminders, record payments, and more.

Get quotes approved faster

Your customers can review and approve your quote online, right from the email you send them. You'll get alerts as soon as they respond.

Track and manage quotes in one place

Go to Sales and select Customers (Take me there). To check the status of all your quotes at a glance, select a customer and go to the Transaction List tab. From there, you can respond to your customers, revise quotes, or convert them to invoices when approvals come in.

Manage it all on the go

Away from your desk? Take care of all your quotes and invoicing tasks with the QuickBooks Online mobile app

When you create or update an quote or invoice, the mobile app autosaves your work so you can always pick up where you left off. You can also import contacts from your phonebook and send quotes and invoices by text message.

Available features for QuickBooks Online Advanced

  • Workflows - automate tasks like sending payment reminders or new invoices to customers.
  • Smart Suggestions - designed to guide and recommend how to optimise your QuickBooks Online invoices.  
  • Custom Fields - capture another layer of reporting for your invoices.
  • Classes - use to track invoices by department, product line, or other meaningful info.

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