How to get new QB Online update?

aecpw · ‎January 21, 2024

In September 2023, new estimate and invoice features started rolling out. It’s now mid-Jan and I still don’t have these features.

How can I update my QB Online account?

https://www.firmofthefuture.com/product-update/september-2023-mpu/#New-invoicing

jenop2 · ‎January 22, 2024

Thanks for posting your question about getting the new invoice experience, aecpw.

The updated invoice and estimate layout was first introduced last year for QuickBooks Simple Start users in October.

I want to let you know that we deploy these updates in waves. The new layout will be rolled out to QuickBooks Online accounts in groups over time until all accounts have been transitioned to the new format.The migration schedule means some users may receive the update sooner than others.

Currently, there is no manual option to obtain the update as it will be automatically applied by the system. However, there is no need to worry as all QuickBooks Online accounts will eventually receive the updated invoice and estimate design.

Let me also share this article for more details about this update: See What’s New With Estimates And Invoices In QuickBooks Online.

Please don't hesitate to reach out if you have any additional questions or need assistance with invoicing clients or recording business transactions in QBO, aecpw. We are always here to provide support and help whenever you need it.

View solution in original post

DebSheenD · ‎January 22, 2024

Hello there, @aecpw.

I understand the importance of getting the latest update on QBO. I'd like to make sure you are taken care of.

At the moment, we can't provide a definite time frame as to when will the new update release.

Additionally, feel free to save these resources that will help you with personalizing your QBO account to whatever you need to change:

Feel free to post or reply here in this forum to keep us posted about the status of your concerns with QuickBooks updates. Other than that, the Community is always open whenever you need assistance with any QuickBooks-related tasks. Take care!

View solution in original post

jenop2 · ‎January 22, 2024

Thanks for posting your question about getting the new invoice experience, aecpw.

The updated invoice and estimate layout was first introduced last year for QuickBooks Simple Start users in October.

I want to let you know that we deploy these updates in waves. The new layout will be rolled out to QuickBooks Online accounts in groups over time until all accounts have been transitioned to the new format.The migration schedule means some users may receive the update sooner than others.

Currently, there is no manual option to obtain the update as it will be automatically applied by the system. However, there is no need to worry as all QuickBooks Online accounts will eventually receive the updated invoice and estimate design.

Let me also share this article for more details about this update: See What’s New With Estimates And Invoices In QuickBooks Online.

Please don't hesitate to reach out if you have any additional questions or need assistance with invoicing clients or recording business transactions in QBO, aecpw. We are always here to provide support and help whenever you need it.

aecpw · ‎January 22, 2024

Do you have an idea when this update will be released to all users?

DebSheenD · ‎January 22, 2024

Hello there, @aecpw.

I understand the importance of getting the latest update on QBO. I'd like to make sure you are taken care of.

At the moment, we can't provide a definite time frame as to when will the new update release.

Additionally, feel free to save these resources that will help you with personalizing your QBO account to whatever you need to change:

Feel free to post or reply here in this forum to keep us posted about the status of your concerns with QuickBooks updates. Other than that, the Community is always open whenever you need assistance with any QuickBooks-related tasks. Take care!

aecpw · ‎January 22, 2024

Thanks for the info and that’s a bummer we can’t voluntarily update to the new version after all this time.

Do you recommend we sign up with a new account and export and import the transactions?

AileneA · ‎January 22, 2024

Hello, aecpw.

Yes, you can sign up for a new account (Simple Start) to use the new estimate and invoice features. However, as mentioned by my previous colleagues above, it's only available in QuickBooks Simple Start.

But don't worry, our engineering team is on top of things and is constantly working on updates to improve the user experience. Once the update is deployed, you can seamlessly use the new layout without any extra steps needed.

To get the latest update of a new estimate and invoice layout for QuickBooks Online, you can check out this article: See what's new with estimates and invoices in QuickBooks Online.

Additionally, we have a Community platform that assists with adding, organizing, and sending invoices. If you need help with these tasks, refer to our Invoices and Payments section on the Community. It's an excellent resource for finding tips, tricks, and answers to common questions related to invoicing and payments.

Feel free to return to this thread if you still have other concerns about the new invoices and estimates layout. I'll be around if you need extra help. Have a great day!

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How to get new QB Online update?