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dawn49
Level 1

Customer form has change location and style

Why has the customer form suddenly changed?  

It now appears on the RHS 

I can no longer cut and paste into the fields making it take longer to manually enter information

the fields are not in the same order or location .

 

This is horrible it has made a huge impact to my time entering customers.

 

How do I get the old form back?

6 REPLIES 6
RenjolynC
QuickBooks Team

Customer form has change location and style

Hello, dawn49.

 

I wanted to verify some additional details with you if you do not mind. Are you referring to the sales form template? If you recently notice some changes on the form, let's try to run the Audit log. This report will display the users who made changes to your books and what they did. 

 

Here's how you can run the report:

 

  1. Sign in as an admin to access the audit log. Ask your primary admin if you don’t see it.
  2. Go to Settings > Audit log.
  3. Use the fields on the page to choose the appropriate UserDate, or Events filter to narrow the results. The audit log shows you 150 records at a time. For most transactions or events, click the View link in the History column to open the audit history. This tells you who made the change and what they did.

To learn more about the Audit log and other reports in QuickBooks then how you can customize them, please check out these articles: 

 

As for getting the old form back, and help you customise the template, please check out the steps in this article: Customise sales forms by location.

 

Fill me in if you have any additional questions or need assistance with other features in your account. I'll be around to help you out some more. Take care and stay safe.

dawn49
Level 1

Customer form has change location and style

NO I am not referring to the sales form.  I am talking about the Customer form.

 

When I add a new customer it would open a window in normal place where i could type in details and copy and paste saving time.

This has changed to a right had side tab opening with it all changed.  How can i stop that and open the form as previously?

dawn49
Level 1

Customer form has change location and style

Looks like there has been an application/software update where you have changed the look, feel and location of the form.  Where is the news and information showing latest updates and how can i ask for it to be rolled back?

GeorgiaC
QuickBooks Team

Customer form has change location and style

Hi dawn49, thanks for getting back to us - are you able to view the original customer information pop-up panel when navigating to sales > customers > select customer > select customer details tab > edit? 

dawn49
Level 1

Customer form has change location and style

No, that is what I would like to do please?

Ashleigh1
QuickBooks Team

Customer form has change location and style

Hello Dawn, so to clarify, you are unable to do theses steps are you able to view the original customer information pop-up panel when navigating to sales > customers > select customer > select customer details tab > edit?  Are you using the app or the web browser to access your account? in regards to the layout being changed and wanting the old layout back it would be a case of leaving it as feedback from within the main cog wheel, this then gets sent straight to the developers. 

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